Clear Perspectives Financial Planning’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	$32.3K	Buy	800 +631	+373%	+$25.7K	0.02%	88
2022 Q4	$6.59K	Buy	+169	New	+$6.44K	﹤0.01%	171
2022 Q1	–	Sell	-1,186	Closed	-$59K	–	246
2021 Q4	$59K	Buy	1,186 +195	+20%	+$9.83K	0.02%	94
2021 Q3	$50K	Buy	991 +321	+48%	+$16.6K	0.02%	94
2021 Q2	$36K	Buy	670 +45	+7%	+$2.4K	0.02%	115
2021 Q1	$33K	Buy	625 +125	+25%	+$6.65K	0.02%	108
2020 Q4	$25K	Buy	+500	New	+$23.5K	0.02%	112

Other funds holding VWO

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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

WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return

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

Clear Perspectives Financial Planning increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 373% in Q1 2023, buying an estimated $25.7K and bringing the position to 800 shares worth $32.3K. The position accounts for 0.02% of the portfolio, ranked #88.

Clear Perspectives Financial Planning first reported a position in VWO in Q4 2020 and has held it in 7 quarters since. The position peaked at $59K in Q4 2021. 1,914 funds tracked by Wall St. Rank hold VWO as of Q1 2023.

Clear Perspectives Financial Planning held 800 shares of Vanguard FTSE Emerging Markets ETF worth $32.3K as of Q1 2023.
Clear Perspectives Financial Planning bought 631 Vanguard FTSE Emerging Markets ETF shares in Q1 2023, an estimated $25.7K.
Vanguard FTSE Emerging Markets ETF made up 0.02% of Clear Perspectives Financial Planning's portfolio in Q1 2023, its #88 holding.
Clear Perspectives Financial Planning first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2020 and has held it in 7 quarters since.
Clear Perspectives Financial Planning's Vanguard FTSE Emerging Markets ETF position peaked at $59K in Q4 2021.
1,914 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2023.

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