Clear Perspectives Financial Planning’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Clear Perspectives Financial Planning’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
2022 Q4	–	Sell	-25	Closed	-$1K	–	264
2022 Q3	$1K	Hold	25	–	–	﹤0.01%	208
2022 Q2	$2K	Hold	25	–	–	﹤0.01%	200
2022 Q1	$2K	Sell	25 -150	-86%	-$9.7K	﹤0.01%	204
2021 Q4	$12K	Sell	175 -100	-36%	-$6.7K	﹤0.01%	166
2021 Q3	$19K	Sell	275 -278	-50%	-$19K	0.01%	137
2021 Q2	$37K	Sell	553 -40	-7%	-$2.71K	0.02%	111
2021 Q1	$40K	Sell	593 -111,055	-99%	-$7.59M	0.02%	99
2020 Q4	$7.75M	Buy	+111,648	New	+$7.81M	4.91%	7

Other funds holding VGIT

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

Libra Wealth Los Gatos, California $355M AUM 17.36% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

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

RWP

RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

BSW

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Clear Perspectives Financial Planning's VGIT Position: Q4 2022 in Review

Clear Perspectives Financial Planning sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q4 2022, closing a stake of 25 shares — an estimated $1K sold.

Clear Perspectives Financial Planning first reported a position in VGIT in Q4 2020 and held it in 8 quarters. The position peaked at $7.75M in Q4 2020. 493 funds tracked by Wall St. Rank hold VGIT as of Q4 2022.

Clear Perspectives Financial Planning reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q4 2022 after selling out during the quarter.
Clear Perspectives Financial Planning sold 25 Vanguard Intermediate-Term Treasury ETF shares in Q4 2022, an estimated $1K.
Clear Perspectives Financial Planning first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2020 and held it in 8 quarters.
Clear Perspectives Financial Planning's Vanguard Intermediate-Term Treasury ETF position peaked at $7.75M in Q4 2020.
493 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q4 2022.

Based on Clear Perspectives Financial Planning's 13F filing for Q4 2022, filed 13 Feb 2023.