Girard Partners’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Girard Partners’s Portfolio VGIT Stock Details VGIT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-9,578	Closed	-$675K	–	218
2020 Q3	$675K	Buy	9,578 +2,345	+32%	+$165K	0.11%	128
2020 Q2	$510K	Buy	+7,233	New	+$509K	0.09%	138
2020 Q1	–	Sell	-3,161	Closed	-$208K	–	230
2019 Q4	$208K	Buy	+3,161	New	+$210K	0.03%	220
2018 Q4	–	Sell	-3,716	Closed	-$230K	–	803
2018 Q3	$230K	Buy	3,716 +213	+6%	+$13.3K	0.04%	230
2018 Q2	$219K	Sell	3,503 -133	-4%	-$8.3K	0.04%	242
2018 Q1	$229K	Sell	3,636 -90	-2%	-$5.66K	0.05%	217
2017 Q4	$238K	Buy	+3,726	New	+$240K	0.05%	239

Other funds holding VGIT

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

CIA

Choate Investment Advisors Boston, Massachusetts $5.69B AUM 22.16% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

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

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BSW

Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return

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

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

Girard Partners's VGIT Position: Q4 2020 in Review

Girard Partners sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q4 2020, closing a stake of 9,578 shares — an estimated $675K sold.

Girard Partners first reported a position in VGIT in Q4 2017 and held it in 7 quarters. The position peaked at $675K in Q3 2020. 341 funds tracked by Wall St. Rank hold VGIT as of Q4 2020.

Girard Partners reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q4 2020 after selling out during the quarter.
Girard Partners sold 9,578 Vanguard Intermediate-Term Treasury ETF shares in Q4 2020, an estimated $675K.
Girard Partners first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2017 and held it in 7 quarters.
Girard Partners's Vanguard Intermediate-Term Treasury ETF position peaked at $675K in Q3 2020.
341 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q4 2020.

Based on Girard Partners's 13F filing for Q4 2020, filed 2 Feb 2021.