H&H Retirement Design & Management’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

H&H Retirement Design & 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
2022 Q1	–	Sell	-5,489	Closed	-$329K	–	66
2021 Q4	$329K	Sell	5,489 -5,427	-50%	-$332K	0.21%	58
2021 Q3	$670K	Buy	10,916 +652	+6%	+$40.1K	0.41%	28
2021 Q2	$631K	Buy	10,264 +567	+6%	+$34.9K	0.39%	28
2021 Q1	$597K	Buy	+9,697	New	+$597K	0.36%	28
2020 Q3	$667K	Sell	10,739 -8,313	-44%	-$516K	0.52%	27
2020 Q2	$1.19M	Buy	19,052 +5,161	+37%	+$321K	1.05%	27
2020 Q1	$866K	Buy	+13,891	New	+$852K	0.82%	31

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return

MERSOM

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

NextCapital Advisers Chicago, Illinois $5.15B AUM 14.37% 1-Year Est. Return

H&H Retirement Design & Management's VGSH Position: Q1 2022 in Review

H&H Retirement Design & Management sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q1 2022, closing a stake of 5,489 shares — an estimated $329K sold.

H&H Retirement Design & Management first reported a position in VGSH in Q1 2020 and held it in 7 quarters. The position peaked at $1.19M in Q2 2020. 578 funds tracked by Wall St. Rank hold VGSH as of Q1 2022.

H&H Retirement Design & Management reported no remaining Vanguard Short-Term Treasury ETF position as of Q1 2022 after selling out during the quarter.
H&H Retirement Design & Management sold 5,489 Vanguard Short-Term Treasury ETF shares in Q1 2022, an estimated $329K.
H&H Retirement Design & Management first reported a position in Vanguard Short-Term Treasury ETF in Q1 2020 and held it in 7 quarters.
H&H Retirement Design & Management's Vanguard Short-Term Treasury ETF position peaked at $1.19M in Q2 2020.
578 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q1 2022.

Based on H&H Retirement Design & Management's 13F filing for Q1 2022, filed 11 Apr 2022.