Resonant Capital Advisors’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Resonant Capital Advisors’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	-12,802	Closed	-$740K	–	268
2022 Q4	$740K	Buy	+12,802	New	+$740K	0.09%	134

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 $9.54B AUM 19.86% 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

Resonant Capital Advisors's VGSH Position: Q1 2023 in Review

Resonant Capital Advisors sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q1 2023, closing a stake of 12,802 shares — an estimated $740K sold.

Resonant Capital Advisors first reported a position in VGSH in Q4 2022 and held it in 1 quarter. The position peaked at $740K in Q4 2022. 763 funds tracked by Wall St. Rank hold VGSH as of Q1 2023.

Resonant Capital Advisors reported no remaining Vanguard Short-Term Treasury ETF position as of Q1 2023 after selling out during the quarter.
Resonant Capital Advisors sold 12,802 Vanguard Short-Term Treasury ETF shares in Q1 2023, an estimated $740K.
Resonant Capital Advisors first reported a position in Vanguard Short-Term Treasury ETF in Q4 2022 and held it in 1 quarter.
Resonant Capital Advisors's Vanguard Short-Term Treasury ETF position peaked at $740K in Q4 2022.
763 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q1 2023.

Based on Resonant Capital Advisors's 13F filing for Q1 2023, filed 21 Apr 2023.