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Reliant Wealth Planning’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Reliant Wealth 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
2020
Q3 		– Sell
-280,266
Closed -$17.4M – 8
2020
Q2 		$17.4M Sell
280,266
-380,431
-58% -$23.7M 10.82% 5
2020
Q1 		$41.2M Buy
+660,697
New +$40.5M 21.49% 1

Other funds holding VGSH

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Reliant Wealth Planning's VGSH Position: Q3 2020 in Review

Reliant Wealth Planning sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q3 2020, closing a stake of 280,266 shares — an estimated $17.4M sold.

Reliant Wealth Planning first reported a position in VGSH in Q1 2020 and held it in 2 quarters. The position peaked at $41.2M in Q1 2020. 432 funds tracked by Wall St. Rank hold VGSH as of Q3 2020.

  • Reliant Wealth Planning reported no remaining Vanguard Short-Term Treasury ETF position as of Q3 2020 after selling out during the quarter.
  • Reliant Wealth Planning sold 280,266 Vanguard Short-Term Treasury ETF shares in Q3 2020, an estimated $17.4M.
  • Reliant Wealth Planning first reported a position in Vanguard Short-Term Treasury ETF in Q1 2020 and held it in 2 quarters.
  • Reliant Wealth Planning's Vanguard Short-Term Treasury ETF position peaked at $41.2M in Q1 2020.
  • 432 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q3 2020.

Based on Reliant Wealth Planning's 13F filing for Q3 2020, filed 17 Feb 2021.