Ownership history in Clear Point Advisors Inc. · 8 quarters on record
This page tracks every 13F SEC filing in which Clear Point Advisors Inc. reported a position in VGRD STC ETF DV (VCSH). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 22,001 | +1,380 | +6.7% | 1.36% | $1.8M | $79.17 |
| 2025 Q3 | ADDED | 20,621 | +5,591 | +37.2% | 1.28% | $1.6M | $78.20 |
| 2025 Q2 | ADDED | 15,030 | +205 | +1.4% | 1.01% | $1.2M | $76.93 |
| 2025 Q1 | ADDED | 14,825 | +4,438 | +42.7% | 1.05% | $1.2M | $75.55 |
| 2024 Q4 | ADDED | 10,387 | +1,024 | +10.9% | 0.69% | $810K | $74.15 |
| 2024 Q3 | ADDED | 9,363 | +429 | +4.8% | 0.57% | $744K | $74.45 |
| 2024 Q2 | REDUCED | 8,934 | -27 | -0.3% | 0.57% | $690K | $71.72 |
| 2024 Q1 | INITIATED | 8,961 | — | — | 0.61% | $693K | — |
As of 2025 Q4 — sorted by position size