Clearview Wealth Advisors’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-1,967	Closed	-$149K	–	618
2023 Q2	$149K	Sell	1,967 -69	-3%	-$5.24K	0.15%	119
2023 Q1	$155K	Sell	2,036 -9,399	-82%	-$712K	0.16%	122
2022 Q4	$860K	Buy	11,435 +10,837	+1,812%	+$810K	0.66%	37
2022 Q3	$44K	Sell	598 -290	-33%	-$22.1K	0.03%	178
2022 Q2	$68K	Sell	888 -290	-25%	-$22.3K	0.05%	155
2022 Q1	$92K	Sell	1,178 -6,589	-85%	-$524K	0.06%	144
2021 Q4	$631K	Buy	7,767 +978	+14%	+$79.9K	0.38%	59
2021 Q3	$559K	Sell	6,789 -1,406	-17%	-$116K	0.35%	63
2021 Q2	$678K	Sell	8,195 -6,636	-45%	-$549K	0.42%	55
2021 Q1	$1.22M	Buy	14,831 +1,492	+11%	+$124K	0.79%	29
2020 Q4	$1.11M	Buy	+13,339	New	+$1.11M	0.75%	30

Other funds holding VCSH

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

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

Clearview Wealth Advisors sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q3 2023, closing a stake of 1,967 shares — an estimated $149K sold.

Clearview Wealth Advisors first reported a position in VCSH in Q4 2020 and held it in 11 quarters. The position peaked at $1.22M in Q1 2021. 1,214 funds tracked by Wall St. Rank hold VCSH as of Q3 2023.

Clearview Wealth Advisors reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q3 2023 after selling out during the quarter.
Clearview Wealth Advisors sold 1,967 Vanguard Short-Term Corporate Bond ETF shares in Q3 2023, an estimated $149K.
Clearview Wealth Advisors first reported a position in Vanguard Short-Term Corporate Bond ETF in Q4 2020 and held it in 11 quarters.
Clearview Wealth Advisors's Vanguard Short-Term Corporate Bond ETF position peaked at $1.22M in Q1 2021.
1,214 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q3 2023.

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