Clearview Wealth Advisors LLC Vanguard Transaction History

Clearview Wealth Advisors LLC

$129 Million
Q3 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 12, 2024	BUY	$57.34 - $58.41 $1,662 - $1,693	29 Added 0.81%	3,609 $210,000
Q3 2023 Oct 30, 2023	SELL	$57.47 - $57.91 $8,218 - $8,281	-143 Reduced 3.84%	3,580 $206,000
Q2 2023 Aug 07, 2023	SELL	$57.72 - $58.69 $7,445 - $7,571	-129 Reduced 3.35%	3,723 $214,000
Q1 2023 Apr 12, 2023	SELL	$57.32 - $58.77 $1.08 Million - $1.11 Million	-18,877 Reduced 83.05%	3,852 $225,000
Q4 2022 Jan 31, 2023	BUY	$57.38 - $58.13 $1.3 Million - $1.32 Million	22,729 New	22,729 $1.31 Million
Q1 2022 Apr 29, 2022	SELL	$59.19 - $60.79 $92,928 - $95,440	-1,570 Closed	0 $0
Q4 2021 Feb 02, 2022	SELL	$60.79 - $61.43 $4,863 - $4,914	-80 Reduced 4.85%	1,570 $96,000
Q3 2021 Nov 02, 2021	SELL	$61.39 - $61.54 $34,992 - $35,077	-570 Reduced 25.68%	1,650 $101,000
Q2 2021 Jul 30, 2021	SELL	$61.41 - $61.64 $100,712 - $101,089	-1,640 Reduced 42.49%	2,220 $136,000
Q1 2021 May 06, 2021	SELL	$61.49 - $61.63 $367,771 - $368,609	-5,981 Reduced 60.78%	3,860 $237,000
Q4 2020 Jan 21, 2021	BUY	$61.6 - $62.06 $606,205 - $610,732	9,841 New	9,841 $606,000

Others Institutions Holding VGSH

# of Institutions

913

Shares Held

231M

Call Options Held

21.5K

Put Options Held

32.6K

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