Resource Planning Group’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Resource Planning 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
2022 Q2	–	Sell	-3,435	Closed	-$204K	–	71
2022 Q1	$204K	Hold	3,435	–	–	0.15%	67
2021 Q4	$209K	Hold	3,435	–	–	0.14%	65
2021 Q3	$211K	Hold	3,435	–	–	0.13%	82
2021 Q2	$211K	Hold	3,435	–	–	0.12%	80
2021 Q1	$211K	Sell	3,435 -3,005	-47%	-$185K	0.14%	65
2020 Q4	$397K	Hold	6,440	–	–	0.28%	46
2020 Q3	$400K	Sell	6,440 -1,090	-14%	-$67.7K	0.3%	44
2020 Q2	$468K	Hold	7,530	–	–	0.35%	38
2020 Q1	$469K	Hold	7,530	–	–	0.41%	32
2019 Q4	$458K	Hold	7,530	–	–	0.26%	38
2019 Q3	$459K	Hold	7,530	–	–	0.27%	39
2019 Q2	$459K	Hold	7,530	–	–	0.27%	39
2019 Q1	$455K	Hold	7,530	–	–	0.3%	30
2018 Q4	$453K	Buy	+7,530	New	+$450K	0.34%	30

Other funds holding VGSH

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Resource Planning Group's VGSH Position: Q2 2022 in Review

Resource Planning Group sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q2 2022, closing a stake of 3,435 shares — an estimated $204K sold.

Resource Planning Group first reported a position in VGSH in Q4 2018 and held it in 14 quarters. The position peaked at $469K in Q1 2020. 646 funds tracked by Wall St. Rank hold VGSH as of Q2 2022.

Resource Planning Group reported no remaining Vanguard Short-Term Treasury ETF position as of Q2 2022 after selling out during the quarter.
Resource Planning Group sold 3,435 Vanguard Short-Term Treasury ETF shares in Q2 2022, an estimated $204K.
Resource Planning Group first reported a position in Vanguard Short-Term Treasury ETF in Q4 2018 and held it in 14 quarters.
Resource Planning Group's Vanguard Short-Term Treasury ETF position peaked at $469K in Q1 2020.
646 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2022.

Based on Resource Planning Group's 13F filing for Q2 2022, filed 2 Aug 2022.