Girard Partners’s Vanguard Total Stock Market ETF VTI Stock Holding History

Girard Partners’s Portfolio VTI Stock Details VTI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	$6.27M	Sell	23,444 -1,232	-5%	-$330K	0.59%	40
2024 Q1	$6.41M	Buy	24,676 +736	+3%	+$191K	0.6%	41
2023 Q4	$5.68M	Sell	23,940 -569	-2%	-$135K	0.58%	44
2023 Q3	$5.21M	Buy	24,509 +1,397	+6%	+$297K	0.59%	40
2023 Q2	$5.09M	Buy	23,112 +834	+4%	+$184K	0.54%	44
2023 Q1	$4.55M	Buy	22,278 +448	+2%	+$91.4K	0.5%	46
2022 Q4	$4.17M	Buy	21,830 +1,089	+5%	+$208K	0.47%	52
2022 Q3	$3.72M	Sell	20,741 -965	-4%	-$173K	0.49%	52
2022 Q2	$4.09M	Sell	21,706 -10,134	-32%	-$1.91M	0.52%	49
2022 Q1	$7.25M	Sell	31,840 -2,232	-7%	-$508K	0.79%	33
2021 Q4	$8.23M	Buy	34,072 +3,713	+12%	+$896K	0.89%	32
2021 Q3	$6.74M	Sell	30,359 -2,255	-7%	-$501K	0.85%	31
2021 Q2	$7.27M	Buy	32,614 +18,309	+128%	+$4.08M	0.93%	30
2021 Q1	$2.96M	Buy	14,305 +813	+6%	+$168K	0.43%	74
2020 Q4	$2.63M	Buy	13,492 +6,868	+104%	+$1.34M	0.4%	77
2020 Q3	$1.13M	Sell	6,624 -433	-6%	-$73.7K	0.19%	105
2020 Q2	$1.1M	Sell	7,057 -830	-11%	-$130K	0.2%	101
2020 Q1	$1.02M	Sell	7,887 -998	-11%	-$129K	0.2%	100
2019 Q4	$1.45M	Buy	8,885 +2,989	+51%	+$489K	0.24%	101
2019 Q3	$890K	Sell	5,896 -2,002	-25%	-$302K	0.17%	113
2019 Q2	$1.19M	Buy	7,898 +89	+1%	+$13.4K	0.21%	103
2019 Q1	$1.13M	Sell	7,809 -7,824	-50%	-$1.13M	0.21%	102
2018 Q4	$2M	Buy	15,633 +13,212	+546%	+$1.69M	0.42%	71
2018 Q3	$362K	Sell	2,421 -6,004	-71%	-$898K	0.06%	179
2018 Q2	$1.18M	Sell	8,425 -918	-10%	-$129K	0.22%	110
2018 Q1	$1.27M	Buy	9,343 +776	+9%	+$105K	0.3%	86
2017 Q4	$1.18M	Buy	8,567 +75	+0.9%	+$10.3K	0.23%	108
2017 Q3	$1.1M	Sell	8,492 -1,444	-15%	-$187K	0.23%	105
2017 Q2	$1.24M	Buy	9,936 +2,286	+30%	+$285K	0.27%	95
2017 Q1	$928K	Sell	7,650 -1,584	-17%	-$192K	0.22%	106
2016 Q4	$1.07M	Buy	9,234 +363	+4%	+$41.9K	0.31%	88
2016 Q3	$988K	Buy	8,871 +1,263	+17%	+$141K	0.33%	82
2016 Q2	$815K	Sell	7,608 -2,047	-21%	-$219K	0.31%	86
2016 Q1	$1.01M	Buy	9,655 +455	+5%	+$47.7K	0.44%	70
2015 Q4	$960K	Buy	9,200 +403	+5%	+$42.1K	0.46%	70
2015 Q3	$868K	Buy	8,797 +2,252	+34%	+$222K	0.49%	72
2015 Q2	$700K	Buy	6,545 +1	+0%	+$107	0.39%	79
2015 Q1	$702K	Buy	6,544 +675	+12%	+$72.4K	0.42%	76
2014 Q4	$622K	Buy	5,869 +31	+0.5%	+$3.29K	0.39%	76
2014 Q3	$591K	Sell	5,838 -73	-1%	-$7.39K	0.4%	76
2014 Q2	$602K	Buy	5,911 +23	+0.4%	+$2.34K	0.42%	71
2014 Q1	$574K	Buy	5,888 +25	+0.4%	+$2.44K	0.41%	70
2013 Q4	$562K	Buy	+5,863	New	+$562K	0.45%	65