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	–	809
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 $2.9T AUM 29.55% 1-Year Est. Return

Thrivent Financial for Lutherans

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Choate Investment Advisors Boston, Massachusetts $5.11B AUM 17.2% 1-Year Est. Return

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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mitsubishi UFJ Asset Management

Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return