Total Clarity Wealth Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Total Clarity Wealth Management’s Portfolio BSV Stock Details BSV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-6,483	Closed	-$497K	–	258
2024 Q1	$497K	Sell	6,483 -1,512	-19%	-$116K	0.17%	146
2023 Q4	$616K	Sell	7,995 -2,239	-22%	-$169K	0.25%	112
2023 Q3	$769K	Buy	+10,234	New	+$771K	0.37%	79
2022 Q3	–	Sell	-25	Closed	-$2K	–	309
2022 Q2	$2K	Buy	+25	New	+$1.93K	﹤0.01%	916
2022 Q1	–	Sell	-50	Closed	-$4K	–	295
2021 Q4	$4K	Sell	50 -5	-9%	-$407	﹤0.01%	829
2021 Q3	$5K	Buy	+55	New	+$4.52K	﹤0.01%	804
2021 Q2	–	Sell	-57	Closed	-$5K	–	253
2021 Q1	$5K	Buy	+57	New	+$4.71K	﹤0.01%	676
2020 Q1	–	Sell	-20	Closed	-$2K	–	148
2019 Q4	$2K	Buy	+20	New	+$1.61K	﹤0.01%	645

Other funds holding BSV

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

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

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

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

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

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

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Total Clarity Wealth Management's BSV Position: Q2 2024 in Review

Total Clarity Wealth Management sold out of Vanguard Short-Term Bond ETF (BSV) in Q2 2024, closing a stake of 6,483 shares — an estimated $497K sold.

Total Clarity Wealth Management first reported a position in BSV in Q4 2019 and held it in 8 quarters. The position peaked at $769K in Q3 2023. 1,131 funds tracked by Wall St. Rank hold BSV as of Q2 2024.

Total Clarity Wealth Management reported no remaining Vanguard Short-Term Bond ETF position as of Q2 2024 after selling out during the quarter.
Total Clarity Wealth Management sold 6,483 Vanguard Short-Term Bond ETF shares in Q2 2024, an estimated $497K.
Total Clarity Wealth Management first reported a position in Vanguard Short-Term Bond ETF in Q4 2019 and held it in 8 quarters.
Total Clarity Wealth Management's Vanguard Short-Term Bond ETF position peaked at $769K in Q3 2023.
1,131 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2024.

Based on Total Clarity Wealth Management's 13F filing for Q2 2024, filed 9 Aug 2024.