GP
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Girard Partners’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q2
$3.54M Sell
70,720
-19,009
-21% -$953K 0.34% 63
2024
Q1
$4.54M Sell
89,729
-63,503
-41% -$3.21M 0.43% 54
2023
Q4
$7.82M Buy
153,232
+127,997
+507% +$6.53M 0.79% 31
2023
Q3
$1.21M Sell
25,235
-7,301
-22% -$351K 0.14% 126
2023
Q2
$1.63M Sell
32,536
-30,670
-49% -$1.54M 0.17% 112
2023
Q1
$3.2M Sell
63,206
-212,912
-77% -$10.8M 0.35% 66
2022
Q4
$13.7M Buy
276,118
+259,981
+1,611% +$12.9M 1.55% 15
2022
Q3
$776K Buy
+16,137
New +$776K 0.1% 142