Total Clarity Wealth Management’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Total Clarity Wealth Management’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	-17,079	Closed	-$996K	–	291
2023 Q4	$996K	Buy	+17,079	New	+$987K	0.41%	76
2023 Q3	–	Sell	-29,304	Closed	-$1.69M	–	238
2023 Q2	$1.69M	Sell	29,304 -22,409	-43%	-$1.3M	0.84%	27
2023 Q1	$3.03M	Buy	+51,713	New	+$3M	1.64%	9
2022 Q4	–	Sell	-3,618	Closed	-$209K	–	270
2022 Q3	$209K	Buy	3,618 +3	+0.1%	+$176	0.13%	213
2022 Q2	$213K	Buy	+3,615	New	+$213K	0.11%	191
2022 Q1	–	Sell	-4,205	Closed	-$256K	–	889
2021 Q4	$256K	Hold	4,205	–	–	0.12%	182
2021 Q3	$258K	Hold	4,205	–	–	0.12%	189
2021 Q2	$258K	Sell	4,205 -4	-0.1%	-$246	0.14%	179
2021 Q1	$259K	Buy	4,209 +4	+0.1%	+$246	0.15%	144
2020 Q4	$259K	Sell	4,205 -1,086	-21%	-$67.3K	0.18%	129
2020 Q3	$329K	Sell	5,291 -1,550	-23%	-$96.3K	0.29%	89
2020 Q2	$426K	Sell	6,841 -1,800	-21%	-$112K	0.39%	68
2020 Q1	$539K	Buy	8,641 +1,313	+18%	+$80.6K	0.83%	36
2019 Q4	$446K	Buy	+7,328	New	+$446K	0.33%	67

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

Total Clarity Wealth Management's VGSH Position: Q1 2024 in Review

Total Clarity Wealth Management sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q1 2024, closing a stake of 17,079 shares — an estimated $996K sold.

Total Clarity Wealth Management first reported a position in VGSH in Q4 2019 and held it in 14 quarters. The position peaked at $3.03M in Q1 2023. 839 funds tracked by Wall St. Rank hold VGSH as of Q1 2024.

Total Clarity Wealth Management reported no remaining Vanguard Short-Term Treasury ETF position as of Q1 2024 after selling out during the quarter.
Total Clarity Wealth Management sold 17,079 Vanguard Short-Term Treasury ETF shares in Q1 2024, an estimated $996K.
Total Clarity Wealth Management first reported a position in Vanguard Short-Term Treasury ETF in Q4 2019 and held it in 14 quarters.
Total Clarity Wealth Management's Vanguard Short-Term Treasury ETF position peaked at $3.03M in Q1 2023.
839 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q1 2024.

Based on Total Clarity Wealth Management's 13F filing for Q1 2024, filed 23 Apr 2024.