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

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

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wealth Enhancement Advisory Services

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

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

Envestnet Asset Management

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return