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Clearview Wealth Advisors’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Clearview Wealth Advisors’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
2023
Q3 		– Sell
-2,403
Closed -$141K – 621
2023
Q2 		$141K Sell
2,403
-120
-5% -$7.16K 0.14% 122
2023
Q1 		$151K Sell
2,523
-12,523
-83% -$742K 0.15% 123
2022
Q4 		$880K Buy
+15,046
New +$880K 0.68% 35

Other funds holding VGIT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return

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

Clearview Wealth Advisors sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q3 2023, closing a stake of 2,403 shares — an estimated $141K sold.

Clearview Wealth Advisors first reported a position in VGIT in Q4 2022 and held it in 3 quarters. The position peaked at $880K in Q4 2022. 570 funds tracked by Wall St. Rank hold VGIT as of Q3 2023.

  • Clearview Wealth Advisors reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q3 2023 after selling out during the quarter.
  • Clearview Wealth Advisors sold 2,403 Vanguard Intermediate-Term Treasury ETF shares in Q3 2023, an estimated $141K.
  • Clearview Wealth Advisors first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2022 and held it in 3 quarters.
  • Clearview Wealth Advisors's Vanguard Intermediate-Term Treasury ETF position peaked at $880K in Q4 2022.
  • 570 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q3 2023.

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