Clear Perspective Advisors’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Clear Perspective Advisors’s Portfolio VGIT Stock Details VGIT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	$3.02M	Buy	45,493 +13,875	+44%	+$930K	0.92%	20
2021 Q3	$2.14M	Sell	31,618 -7,470	-19%	-$509K	0.73%	24
2021 Q2	$2.65M	Sell	39,088 -12,719	-25%	-$861K	0.92%	22
2021 Q1	$3.48M	Sell	51,807 -133,335	-72%	-$9.12M	1.36%	16
2020 Q4	$12.9M	Buy	185,142 +1,180	+0.6%	+$82.5K	5.25%	4
2020 Q3	$347	Buy	183,962 +21,169	+13%	+$1.49M	0.16%	101
2020 Q2	$11.5M	Buy	162,793 +59,185	+57%	+$4.17M	6.27%	5
2020 Q1	$7.31M	Buy	103,608 +54,547	+111%	+$3.7M	4.88%	5
2019 Q4	$3.23M	Sell	49,061 -63,434	-56%	-$4.21M	2%	9
2019 Q3	$7.46M	Buy	112,495 +60,555	+117%	+$4.02M	3.38%	6
2019 Q2	$3.43M	Buy	51,940 +22,391	+76%	+$1.45M	2.2%	9
2019 Q1	$1.91M	Buy	29,549 +20,399	+223%	+$1.3M	1.35%	17
2018 Q4	$581K	Sell	9,150 -6,990	-43%	-$435K	0.48%	65
2018 Q3	$1M	Sell	16,140 -870	-5%	-$54.3K	0.74%	35
2018 Q2	$1.07M	Hold	17,010	–	–	0.75%	29
2018 Q1	$1.07M	Buy	17,010 +6,350	+60%	+$400K	0.8%	29
2017 Q4	$682K	Buy	10,660 +1,560	+17%	+$100K	0.52%	51
2017 Q3	$588K	Buy	9,100 +2,250	+33%	+$146K	0.48%	55
2017 Q2	$443K	Buy	6,850 +400	+6%	+$25.9K	0.37%	73
2017 Q1	$415K	Hold	6,450	–	–	0.27%	77
2016 Q4	$412K	Buy	+6,450	New	+$420K	0.27%	81

Other funds holding VGIT

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

BSW

Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

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

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

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

Clear Perspective Advisors's VGIT Position: Q4 2021 in Review

Clear Perspective Advisors increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 44% in Q4 2021, buying an estimated $930K and bringing the position to 45,493 shares worth $3.02M. The position accounts for 0.92% of the portfolio, ranked #20.

Clear Perspective Advisors first reported a position in VGIT in Q4 2016 and has held it in 21 quarters since. The position peaked at $12.9M in Q4 2020. 406 funds tracked by Wall St. Rank hold VGIT as of Q4 2021.

Clear Perspective Advisors held 45,493 shares of Vanguard Intermediate-Term Treasury ETF worth $3.02M as of Q4 2021.
Clear Perspective Advisors bought 13,875 Vanguard Intermediate-Term Treasury ETF shares in Q4 2021, an estimated $930K.
Vanguard Intermediate-Term Treasury ETF made up 0.92% of Clear Perspective Advisors's portfolio in Q4 2021, its #20 holding.
Clear Perspective Advisors first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2016 and has held it in 21 quarters since.
Clear Perspective Advisors's Vanguard Intermediate-Term Treasury ETF position peaked at $12.9M in Q4 2020.
406 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q4 2021.

Based on Clear Perspective Advisors's 13F filing for Q4 2021, filed 17 Feb 2022.