Clearview Wealth Advisors’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Clearview Wealth Advisors’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
2024 Q1	–	Sell	-3,609	Closed	-$211K	–	131
2023 Q4	$211K	Buy	3,609 +29	+0.8%	+$1.68K	0.25%	109
2023 Q3	$206K	Sell	3,580 -143	-4%	-$8.24K	0.26%	112
2023 Q2	$215K	Sell	3,723 -129	-3%	-$7.51K	0.22%	106
2023 Q1	$225K	Sell	3,852 -18,877	-83%	-$1.1M	0.23%	112
2022 Q4	$1.31M	Buy	+22,729	New	+$1.31M	1.02%	20
2022 Q1	–	Sell	-1,570	Closed	-$96K	–	697
2021 Q4	$96K	Sell	1,570 -80	-5%	-$4.89K	0.06%	157
2021 Q3	$101K	Sell	1,650 -570	-26%	-$35K	0.06%	159
2021 Q2	$136K	Sell	2,220 -1,640	-42%	-$101K	0.08%	136
2021 Q1	$237K	Sell	3,860 -5,981	-61%	-$368K	0.15%	104
2020 Q4	$606K	Buy	+9,841	New	+$610K	0.41%	50

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

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

OWM

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

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

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

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

MERSOM

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Clearview Wealth Advisors's VGSH Position: Q1 2024 in Review

Clearview Wealth Advisors sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q1 2024, closing a stake of 3,609 shares — an estimated $211K sold.

Clearview Wealth Advisors first reported a position in VGSH in Q4 2020 and held it in 10 quarters. The position peaked at $1.31M in Q4 2022. 839 funds tracked by Wall St. Rank hold VGSH as of Q1 2024.

Clearview Wealth Advisors reported no remaining Vanguard Short-Term Treasury ETF position as of Q1 2024 after selling out during the quarter.
Clearview Wealth Advisors sold 3,609 Vanguard Short-Term Treasury ETF shares in Q1 2024, an estimated $211K.
Clearview Wealth Advisors first reported a position in Vanguard Short-Term Treasury ETF in Q4 2020 and held it in 10 quarters.
Clearview Wealth Advisors's Vanguard Short-Term Treasury ETF position peaked at $1.31M in Q4 2022.
839 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q1 2024.

Based on Clearview Wealth Advisors's 13F filing for Q1 2024, filed 10 Apr 2024.