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

Sound Financial Strategies 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 Q4	–	Sell	-700	Closed	-$40K	–	66
2022 Q3	$40K	Sell	700 -744,502	-100%	-$43.6M	0.06%	22
2022 Q2	$43.9M	Sell	745,202 -43,146	-5%	-$2.54M	34.38%	1
2022 Q1	$46.7M	Buy	788,348 +788,302	+1,713,700%	+$47.4M	25.8%	2
2021 Q4	$3K	Buy	+46	New	+$2.81K	﹤0.01%	84

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

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

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Sound Financial Strategies Group's VGSH Position: Q4 2022 in Review

Sound Financial Strategies Group sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q4 2022, closing a stake of 700 shares — an estimated $40K sold.

Sound Financial Strategies Group first reported a position in VGSH in Q4 2021 and held it in 4 quarters. The position peaked at $46.7M in Q1 2022. 732 funds tracked by Wall St. Rank hold VGSH as of Q4 2022.

Sound Financial Strategies Group reported no remaining Vanguard Short-Term Treasury ETF position as of Q4 2022 after selling out during the quarter.
Sound Financial Strategies Group sold 700 Vanguard Short-Term Treasury ETF shares in Q4 2022, an estimated $40K.
Sound Financial Strategies Group first reported a position in Vanguard Short-Term Treasury ETF in Q4 2021 and held it in 4 quarters.
Sound Financial Strategies Group's Vanguard Short-Term Treasury ETF position peaked at $46.7M in Q1 2022.
732 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q4 2022.

Based on Sound Financial Strategies Group's 13F filing for Q4 2022, filed 30 Jan 2023.