Center for Financial Planning’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Center for Financial Planning’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
2023 Q1	–	Sell	-310	Closed	-$17.9K	–	557
2022 Q4	$17.9K	Hold	310	–	–	﹤0.01%	297
2022 Q3	$18K	Hold	310	–	–	﹤0.01%	302
2022 Q2	$18K	Hold	310	–	–	﹤0.01%	303
2022 Q1	$18K	Hold	310	–	–	﹤0.01%	317
2021 Q4	$19K	Buy	+310	New	+$19K	﹤0.01%	311

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

WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

OWM

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

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

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

MERSOM

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

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

Center for Financial Planning's VGSH Position: Q1 2023 in Review

Center for Financial Planning sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q1 2023, closing a stake of 310 shares — an estimated $17.9K sold.

Center for Financial Planning first reported a position in VGSH in Q4 2021 and held it in 5 quarters. The position peaked at $19K in Q4 2021. 763 funds tracked by Wall St. Rank hold VGSH as of Q1 2023.

Center for Financial Planning reported no remaining Vanguard Short-Term Treasury ETF position as of Q1 2023 after selling out during the quarter.
Center for Financial Planning sold 310 Vanguard Short-Term Treasury ETF shares in Q1 2023, an estimated $17.9K.
Center for Financial Planning first reported a position in Vanguard Short-Term Treasury ETF in Q4 2021 and held it in 5 quarters.
Center for Financial Planning's Vanguard Short-Term Treasury ETF position peaked at $19K in Q4 2021.
763 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q1 2023.

Based on Center for Financial Planning's 13F filing for Q1 2023, filed 2 May 2023.