Clear Perspectives Financial Planning’s Vanguard Large-Cap ETF VV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	$1.69M	Sell	9,072 -930	-9%	-$169K	0.95%	21
2022 Q4	$1.74M	Hold	10,002	–	–	0.93%	24
2022 Q3	$1.64M	Sell	10,002 -429	-4%	-$78K	0.8%	26
2022 Q2	$1.8M	Sell	10,431 -17,928	-63%	-$3.36M	0.7%	25
2022 Q1	$5.91M	Sell	28,359 -2,260	-7%	-$464K	2.24%	11
2021 Q4	$6.77M	Buy	30,619 +1,017	+3%	+$218K	2.74%	11
2021 Q3	$5.95M	Buy	29,602 +1,852	+7%	+$383K	2.69%	12
2021 Q2	$5.57M	Buy	27,750 +1,106	+4%	+$216K	2.69%	13
2021 Q1	$4.94M	Sell	26,644 -165	-0.6%	-$29.9K	2.86%	10
2020 Q4	$4.71M	Buy	+26,809	New	+$4.45M	2.99%	11

Other funds holding VV

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return

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

Clear Perspectives Financial Planning reduced its Vanguard Large-Cap ETF (VV) stake by 9.3% in Q1 2023, selling an estimated $169K and leaving 9,072 shares worth $1.69M. The position accounts for 0.95% of the portfolio, ranked #21.

Clear Perspectives Financial Planning first reported a position in VV in Q4 2020 and has held it in 10 quarters since. The position peaked at $6.77M in Q4 2021. 894 funds tracked by Wall St. Rank hold VV as of Q1 2023.

Clear Perspectives Financial Planning held 9,072 shares of Vanguard Large-Cap ETF worth $1.69M as of Q1 2023.
Clear Perspectives Financial Planning sold 930 Vanguard Large-Cap ETF shares in Q1 2023, an estimated $169K.
Vanguard Large-Cap ETF made up 0.95% of Clear Perspectives Financial Planning's portfolio in Q1 2023, its #21 holding.
Clear Perspectives Financial Planning first reported a position in Vanguard Large-Cap ETF in Q4 2020 and has held it in 10 quarters since.
Clear Perspectives Financial Planning's Vanguard Large-Cap ETF position peaked at $6.77M in Q4 2021.
894 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q1 2023.

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