LifePlan Financial Group’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

LifePlan Financial Group’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
2020 Q3	$65K	Hold	1,041	–	–	0.03%	228
2020 Q2	$65K	Hold	1,041	–	–	0.03%	220
2020 Q1	$65K	Hold	1,041	–	–	0.04%	204
2019 Q4	$63K	Hold	1,041	–	–	0.03%	222
2019 Q3	$63K	Hold	1,041	–	–	0.03%	218
2019 Q2	$63K	Hold	1,041	–	–	0.03%	220
2019 Q1	$63K	Hold	1,041	–	–	0.03%	218
2018 Q4	$63K	Hold	1,041	–	–	0.04%	211
2018 Q3	$62K	Hold	1,041	–	–	0.03%	230
2018 Q2	$62K	Hold	1,041	–	–	0.03%	221
2018 Q1	$63K	Buy	+1,041	New	+$62.5K	0.04%	204

Other funds holding VGSH

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

LifePlan Financial Group's VGSH Position: Q3 2020 in Review

LifePlan Financial Group held its Vanguard Short-Term Treasury ETF (VGSH) position steady in Q3 2020 at 1,041 shares worth $65K. The position accounts for 0.03% of the portfolio, ranked #228.

LifePlan Financial Group first reported a position in VGSH in Q1 2018 and has held it in 11 quarters since. 432 funds tracked by Wall St. Rank hold VGSH as of Q3 2020.

LifePlan Financial Group held 1,041 shares of Vanguard Short-Term Treasury ETF worth $65K as of Q3 2020.
LifePlan Financial Group left its Vanguard Short-Term Treasury ETF share count unchanged in Q3 2020.
Vanguard Short-Term Treasury ETF made up 0.03% of LifePlan Financial Group's portfolio in Q3 2020, its #228 holding.
LifePlan Financial Group first reported a position in Vanguard Short-Term Treasury ETF in Q1 2018 and has held it in 11 quarters since.
432 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.