Clear Perspectives Financial Planning’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Clear Perspectives Financial Planning’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
2023 Q1	$410	Hold	7	–	–	﹤0.01%	184
2022 Q4	$405	Buy	+7	New	+$404	﹤0.01%	206
2022 Q1	–	Sell	-11,977	Closed	-$729K	–	242
2021 Q4	$729K	Sell	11,977 -5,017	-30%	-$307K	0.29%	36
2021 Q3	$1.04M	Sell	16,994 -2,040	-11%	-$125K	0.47%	33
2021 Q2	$1.17M	Sell	19,034 -873	-4%	-$53.7K	0.56%	32
2021 Q1	$1.23M	Sell	19,907 -1,490	-7%	-$91.7K	0.71%	28
2020 Q4	$1.32M	Buy	+21,397	New	+$1.33M	0.84%	27

Other funds holding VGSH

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

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

WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return

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

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

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Clear Perspectives Financial Planning's VGSH Position: Q1 2023 in Review

Clear Perspectives Financial Planning held its Vanguard Short-Term Treasury ETF (VGSH) position steady in Q1 2023 at 7 shares worth $410. The position accounts for ﹤0.01% of the portfolio, ranked #184.

Clear Perspectives Financial Planning first reported a position in VGSH in Q4 2020 and has held it in 7 quarters since. The position peaked at $1.32M in Q4 2020. 763 funds tracked by Wall St. Rank hold VGSH as of Q1 2023.

Clear Perspectives Financial Planning held 7 shares of Vanguard Short-Term Treasury ETF worth $410 as of Q1 2023.
Clear Perspectives Financial Planning left its Vanguard Short-Term Treasury ETF share count unchanged in Q1 2023.
Vanguard Short-Term Treasury ETF made up ﹤0.01% of Clear Perspectives Financial Planning's portfolio in Q1 2023, its #184 holding.
Clear Perspectives Financial Planning first reported a position in Vanguard Short-Term Treasury ETF in Q4 2020 and has held it in 7 quarters since.
Clear Perspectives Financial Planning's Vanguard Short-Term Treasury ETF position peaked at $1.32M in Q4 2020.
763 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q1 2023.

Based on Clear Perspectives Financial Planning's 13F filing for Q1 2023, filed 11 May 2023.