Clear Perspectives Financial Planning’s Vanguard Extended Market ETF VXF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	$195K	Sell	1,391 -10	-0.7%	-$1.42K	0.11%	41
2022 Q4	$186K	Hold	1,401	–	–	0.1%	46
2022 Q3	$178K	Sell	1,401 -125	-8%	-$17.6K	0.09%	50
2022 Q2	$200K	Sell	1,526 -40	-3%	-$5.82K	0.08%	51
2022 Q1	$259K	Sell	1,566 -16,521	-91%	-$2.72M	0.1%	47
2021 Q4	$3.31M	Sell	18,087 -1,294	-7%	-$243K	1.34%	19
2021 Q3	$3.53M	Buy	19,381 +84	+0.4%	+$15.7K	1.6%	17
2021 Q2	$3.64M	Buy	19,297 +1,349	+8%	+$247K	1.76%	15
2021 Q1	$3.17M	Buy	17,948 +5,650	+46%	+$1M	1.84%	14
2020 Q4	$2.02M	Buy	+12,298	New	+$1.82M	1.28%	21

Other funds holding VXF

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

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

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

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

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Clear Perspectives Financial Planning reduced its Vanguard Extended Market ETF (VXF) stake by 0.71% in Q1 2023, selling an estimated $1.42K and leaving 1,391 shares worth $195K. The position accounts for 0.11% of the portfolio, ranked #41.

Clear Perspectives Financial Planning first reported a position in VXF in Q4 2020 and has held it in 10 quarters since. The position peaked at $3.64M in Q2 2021. 661 funds tracked by Wall St. Rank hold VXF as of Q1 2023.

Clear Perspectives Financial Planning held 1,391 shares of Vanguard Extended Market ETF worth $195K as of Q1 2023.
Clear Perspectives Financial Planning sold 10 Vanguard Extended Market ETF shares in Q1 2023, an estimated $1.42K.
Vanguard Extended Market ETF made up 0.11% of Clear Perspectives Financial Planning's portfolio in Q1 2023, its #41 holding.
Clear Perspectives Financial Planning first reported a position in Vanguard Extended Market ETF in Q4 2020 and has held it in 10 quarters since.
Clear Perspectives Financial Planning's Vanguard Extended Market ETF position peaked at $3.64M in Q2 2021.
661 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q1 2023.

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