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Clear Perspective Advisors’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Clear Perspective Advisors’s Portfolio VGSH Stock Details VGSH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		$714K Buy
11,736
+50
+0.4% +$3.06K 0.22% 77
2021
Q3 		$718K Sell
11,686
-2,500
-18% -$154K 0.25% 70
2021
Q2 		$871K Sell
14,186
-4,506
-24% -$277K 0.3% 62
2021
Q1 		$1.15M Buy
18,692
+103
+0.6% +$6.34K 0.45% 43
2020
Q4 		$1.15M Buy
18,589
+439
+2% +$27.2K 0.47% 41
2020
Q3 		$554 Sell
18,150
-20,063
-53% -$1.25M 0.26% 69
2020
Q2 		$2.38M Sell
38,213
-400
-1% -$24.9K 1.3% 16
2020
Q1 		$2.41M Sell
38,613
-21,140
-35% -$1.3M 1.61% 15
2019
Q4 		$3.63M Sell
59,753
-79,501
-57% -$4.84M 2.25% 8
2019
Q3 		$8.48M Buy
139,254
+73,795
+113% +$4.49M 3.85% 3
2019
Q2 		$3.99M Sell
65,459
-11,567
-15% -$700K 2.56% 5
2019
Q1 		$4.65M Buy
77,026
+11,201
+17% +$674K 3.3% 5
2018
Q4 		$3.96M Buy
65,825
+11,490
+21% +$686K 3.29% 3
2018
Q3 		$3.25M Buy
54,335
+6,200
+13% +$371K 2.41% 7
2018
Q2 		$2.88M Buy
48,135
+5,000
+12% +$299K 2.02% 8
2018
Q1 		$2.59M Buy
43,135
+31,635
+275% +$1.9M 1.93% 8
2017
Q4 		$693K Buy
11,500
+3,925
+52% +$237K 0.53% 49
2017
Q3 		$460K Buy
7,575
+1,025
+16% +$62.3K 0.38% 74
2017
Q2 		$398K Buy
6,550
+500
+8% +$30.4K 0.33% 78
2017
Q1 		$368K Buy
6,050
+2,900
+92% +$176K 0.24% 82
2016
Q4 		$192K Buy
+3,150
New +$192K 0.13% 128

Other funds holding VGSH

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
NA
NextCapital Advisers Chicago, Illinois $5.15B AUM 14.37% 1-Year Est. Return

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

Clear Perspective Advisors increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 0.43% in Q4 2021, buying an estimated $3.06K and bringing the position to 11,736 shares worth $714K. The position accounts for 0.22% of the portfolio, ranked #77.

Clear Perspective Advisors first reported a position in VGSH in Q4 2016 and has held it in 21 quarters since. The position peaked at $8.48M in Q3 2019. 557 funds tracked by Wall St. Rank hold VGSH as of Q4 2021.

  • Clear Perspective Advisors held 11,736 shares of Vanguard Short-Term Treasury ETF worth $714K as of Q4 2021.
  • Clear Perspective Advisors bought 50 Vanguard Short-Term Treasury ETF shares in Q4 2021, an estimated $3.06K.
  • Vanguard Short-Term Treasury ETF made up 0.22% of Clear Perspective Advisors's portfolio in Q4 2021, its #77 holding.
  • Clear Perspective Advisors first reported a position in Vanguard Short-Term Treasury ETF in Q4 2016 and has held it in 21 quarters since.
  • Clear Perspective Advisors's Vanguard Short-Term Treasury ETF position peaked at $8.48M in Q3 2019.
  • 557 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q4 2021.

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