Clearview Wealth Advisors’s VanEck Intermediate Muni ETF ITM Stock Holding History

Clearview Wealth Advisors’s Portfolio ITM Stock Details ITM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-80	Closed	-$3.69K	–	368
2023 Q2	$3.69K	Hold	80	–	–	﹤0.01%	460
2023 Q1	$3.72K	Hold	80	–	–	﹤0.01%	460
2022 Q4	$3.65K	Hold	80	–	–	﹤0.01%	427
2022 Q3	$3K	Hold	80	–	–	﹤0.01%	458
2022 Q2	$4K	Sell	80 -800	-91%	-$36.6K	﹤0.01%	448
2022 Q1	$42K	Sell	880 -625	-42%	-$30.8K	0.03%	218
2021 Q4	$77K	Sell	1,505 -180	-11%	-$9.21K	0.05%	188
2021 Q3	$86K	Buy	1,685 +180	+12%	+$9.34K	0.05%	178
2021 Q2	$78K	Sell	1,505 -200	-12%	-$10.3K	0.05%	194
2021 Q1	$87K	Buy	1,705 +200	+13%	+$10.3K	0.06%	174
2020 Q4	$78K	Buy	+1,505	New	+$77.5K	0.05%	157

Other funds holding ITM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

DBT

Dubuque Bank & Trust Dubuque, Iowa $748M AUM 12.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Clearview Wealth Advisors's ITM Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of VanEck Intermediate Muni ETF (ITM) in Q3 2023, closing a stake of 80 shares — an estimated $3.69K sold.

Clearview Wealth Advisors first reported a position in ITM in Q4 2020 and held it in 11 quarters. The position peaked at $87K in Q1 2021. 165 funds tracked by Wall St. Rank hold ITM as of Q3 2023.

Clearview Wealth Advisors reported no remaining VanEck Intermediate Muni ETF position as of Q3 2023 after selling out during the quarter.
Clearview Wealth Advisors sold 80 VanEck Intermediate Muni ETF shares in Q3 2023, an estimated $3.69K.
Clearview Wealth Advisors first reported a position in VanEck Intermediate Muni ETF in Q4 2020 and held it in 11 quarters.
Clearview Wealth Advisors's VanEck Intermediate Muni ETF position peaked at $87K in Q1 2021.
165 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.