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Vanguard Total World Stock Idx shares owned by Clear Perspectives Financial Planning

Quarter-by-quarter ownership of Vanguard Total World Stock Idx (VT) shares owned by Clear Perspectives Financial Planning from 13F filings

Historical chart of Clear Perspectives Financial Planning investment in Vanguard Total World Stock Idx

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Total World Stock Idx 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 Total World Stock Idx by Clear Perspectives Financial Planning

Quarter filed Position value Share count Share price at filing
2023-03-31 $208k 2.3k 92.10
2022-12-31 $195k 2.3k 86.19
2022-09-30 $238k 3.0k 78.73
2022-06-30 $399k 4.7k 85.38
2022-03-31 $1.1M 11k 101.33
2021-12-31 $1.3M 12k 107.47
2021-09-30 $1.4M 14k 101.83
2021-06-30 $1.3M 13k 103.61
2021-03-31 $1.2M 12k 97.32
2020-12-31 $873k 9.4k 92.60

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 Total World Stock Idx

Texas Treasury Safekeeping Trust Company
Morgan Stanley
Bank of America Corporation
Edgehill Endowment Partners
Alliancebernstein
UBS Group
Northwestern Mutual Wealth Management Company
Royal Bank of Canada
Rockefeller Capital Management
Brandywine Trust Company
Nepc
Northern Trust
Angeles Wealth Management
Wells Fargo & Company
LPL Financial

View all funds holding Vanguard Total World Stock Idx