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Vanguard Industrials ETF shares owned by Clear Perspectives Financial Planning

Quarter-by-quarter ownership of Vanguard Industrials ETF (VIS) shares owned by Clear Perspectives Financial Planning from 13F filings

Historical chart of Clear Perspectives Financial Planning investment in Vanguard Industrials ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Industrials 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 Industrials ETF by Clear Perspectives Financial Planning

Quarter filed Position value Share count Share price at filing
2023-03-31 $19k 100 190.51
2022-12-31 $37k 200 182.64
2022-09-30 $102k 650 156.92
2022-06-30 $131k 800 163.75
2022-03-31 $156k 800 195.00
2021-12-31 $162k 800 202.50
2021-09-30 $150k 800 187.50
2021-06-30 $157k 800 196.25
2021-03-31 $132k 700 188.57
2020-12-31 $119k 700 170.00

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 Industrials ETF

Morgan Stanley
Green Harvest Asset Management
Wells Fargo & Company
Beacon Capital Management
UBS Group
LPL Financial
Envestnet Asset Management
Raymond James Financial
Royal Bank of Canada
Stifel Financial
Ameriprise Financial
Jpmorgan Chase & Co
HighTower Advisors
Compass Financial Group
Cetera Investment Advisers

View all funds holding Vanguard Industrials ETF