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

LifeSteps Financial’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
2021 Q2	–	Sell	-8,030	Closed	-$494K	–	85
2021 Q1	$494K	Hold	8,030	–	–	0.41%	44
2020 Q4	$495K	Hold	8,030	–	–	0.45%	39
2020 Q3	$499K	Hold	8,030	–	–	0.53%	36
2020 Q2	$499K	Hold	8,030	–	–	0.58%	35
2020 Q1	$501K	Buy	+8,030	New	+$493K	0.58%	40

Other funds holding VGSH

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LifeSteps Financial's VGSH Position: Q2 2021 in Review

LifeSteps Financial sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q2 2021, closing a stake of 8,030 shares — an estimated $494K sold.

LifeSteps Financial first reported a position in VGSH in Q1 2020 and held it in 5 quarters. The position peaked at $501K in Q1 2020. 494 funds tracked by Wall St. Rank hold VGSH as of Q2 2021.

LifeSteps Financial reported no remaining Vanguard Short-Term Treasury ETF position as of Q2 2021 after selling out during the quarter.
LifeSteps Financial sold 8,030 Vanguard Short-Term Treasury ETF shares in Q2 2021, an estimated $494K.
LifeSteps Financial first reported a position in Vanguard Short-Term Treasury ETF in Q1 2020 and held it in 5 quarters.
LifeSteps Financial's Vanguard Short-Term Treasury ETF position peaked at $501K in Q1 2020.
494 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2021.

Based on LifeSteps Financial's 13F filing for Q2 2021, filed 9 Jul 2021.