Clear Perspectives Financial Planning’s Vanguard Growth ETF VUG Stock Holding History

Clear Perspectives Financial Planning’s Portfolio VUG Stock Details VUG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	$1.06M	Buy	25,422 +2,274	+10%	+$88.4K	0.59%	25
2022 Q4	$822K	Sell	23,148 -6,624	-22%	-$244K	0.44%	31
2022 Q3	$1.06M	Sell	29,772 -864	-3%	-$34.7K	0.52%	31
2022 Q2	$1.14M	Sell	30,636 -44,244	-59%	-$1.82M	0.44%	29
2022 Q1	$3.59M	Sell	74,880 -148,068	-66%	-$7M	1.36%	19
2021 Q4	$11.9M	Sell	222,948 -7,296	-3%	-$380K	4.82%	7
2021 Q3	$11.1M	Sell	230,244 -3,642	-2%	-$181K	5.04%	5
2021 Q2	$11.2M	Sell	233,886 -49,248	-17%	-$2.24M	5.4%	6
2021 Q1	$12.1M	Buy	283,134 +1,602	+0.6%	+$68.5K	7.03%	5
2020 Q4	$11.9M	Buy	+281,532	New	+$11.2M	7.53%	3

Other funds holding VUG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Clear Perspectives Financial Planning's VUG Position: Q1 2023 in Review

Clear Perspectives Financial Planning increased its Vanguard Growth ETF (VUG) stake by 9.8% in Q1 2023, buying an estimated $88.4K and bringing the position to 25,422 shares worth $1.06M. The position accounts for 0.59% of the portfolio, ranked #25.

Clear Perspectives Financial Planning first reported a position in VUG in Q4 2020 and has held it in 10 quarters since. The position peaked at $12.1M in Q1 2021. 1,717 funds tracked by Wall St. Rank hold VUG as of Q1 2023.

Clear Perspectives Financial Planning held 25,422 shares of Vanguard Growth ETF worth $1.06M as of Q1 2023.
Clear Perspectives Financial Planning bought 2,274 Vanguard Growth ETF shares in Q1 2023, an estimated $88.4K.
Vanguard Growth ETF made up 0.59% of Clear Perspectives Financial Planning's portfolio in Q1 2023, its #25 holding.
Clear Perspectives Financial Planning first reported a position in Vanguard Growth ETF in Q4 2020 and has held it in 10 quarters since.
Clear Perspectives Financial Planning's Vanguard Growth ETF position peaked at $12.1M in Q1 2021.
1,717 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2023.

Based on Clear Perspectives Financial Planning's 13F filing for Q1 2023, filed 11 May 2023.