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Vanguard Mid-Cap Value ETF shares owned by Clear Perspectives Financial Planning

Quarter-by-quarter ownership of Vanguard Mid-Cap Value ETF (VOE) shares owned by Clear Perspectives Financial Planning from 13F filings

Historical chart of Clear Perspectives Financial Planning investment in Vanguard Mid-Cap Value ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Mid-Cap Value ETF held by Clear Perspectives Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Mid-Cap Value ETF by Clear Perspectives Financial Planning

Quarter filed Position value Share count Share price at filing
2023-03-31 $75k 560 134.07
2022-12-31 $101k 748 135.24
2022-09-30 $196k 1.6k 121.89
2022-06-30 $255k 2.0k 129.57
2022-03-31 $552k 3.7k 149.76
2021-12-31 $554k 3.7k 150.30
2021-09-30 $501k 3.6k 139.75
2021-06-30 $466k 3.3k 140.57
2021-03-31 $447k 3.3k 134.84
2020-12-31 $389k 3.3k 119.11

More positions owned by Clear Perspectives Financial Planning

Procter & Gamble Company (PG)
Vanguard High Div Yld Etf High Div Yld Etf (VYM)
Invesco Exchange Traded Fd Tr S&p500 Eql Wgt Etf S&p500 Eql Wgt Etf (RSP)
Vanguard Value Etf Value Etf (VTV)
Vanguard S&p 500 Etf S&p 500 Etf Shs (VOO)
Ishares Trust Ishares 0-3 Month Treasury Ishares 0-3 Month Treasury Etf (SGOV)
Vanguard Div App Etf Div App Etf (VIG)
Vanguard 500 Val Idx Fd Etf 500 Val Idx Fd Etf (VOOV)
Vanguard Star Fd Tl Intl Stk F Etf Star Fd Tl Intl Stk F Etf (VXUS)
Vanguard Ftse Developed Mkts Etf Ftse Developed Mkts Etf (VEA)
Spdr Series Trust S&p Divid Etf S&p Divid Etf (SDY)
Ishares Trust Select Divid Etf Select Divid Etf (DVY)
Vanguard Mega Grwth Ind Etf Mega Grwth Ind Etf (MGK)
Vanguard Mega Cap Val Etf Mega Cap Val Etf (MGV)
Ishares Trust Global 100 Etf Global 100 Etf (IOO)

View all positions for Clear Perspectives Financial Planning

Top funds holding Vanguard Mid-Cap Value ETF

Betterment
Morgan Stanley
Assetmark
Bank of America Corporation
Royal Bank of Canada
Wells Fargo & Company
Tiaa Trust, National Association
Pnc Financial Services
UBS Group
Envestnet Asset Management
Stephens Group Asset Management
FMR
LPL Financial
Ameriprise Financial
Northwestern Mutual Wealth Management Company

View all funds holding Vanguard Mid-Cap Value ETF