Girard Partners Ltd. Vanguard Intermediate Term Tre Transaction History

Girard Partners Ltd.

$1.06 Billion
Q2 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Feb 02, 2021	SELL	$69.32 - $70.41 $663,946 - $674,386	-9,578 Closed	0 $0
Q3 2020 Nov 13, 2020	BUY	$70.34 - $70.85 $164,947 - $166,143	2,345 Added 32.42%	9,578 $675,000
Q2 2020 Aug 10, 2020	BUY	$69.86 - $70.63 $505,297 - $510,866	7,233 New	7,233 $510,000
Q1 2020 May 01, 2020	SELL	$66.04 - $70.55 $208,752 - $223,008	-3,161 Closed	0 $0
Q4 2019 Feb 03, 2020	BUY	$65.75 - $67.26 $207,835 - $212,608	3,161 New	3,161 $208,000
Q4 2018 Feb 11, 2019	SELL	N/A	-3,716 Closed	0 $0
Q3 2018 Nov 09, 2018	BUY	N/A	213 Added 6.08%	3,716 $230,000
Q2 2018 Aug 07, 2018	SELL	N/A	-133 Reduced 3.66%	3,503 $219,000
Q1 2018 Apr 18, 2018	SELL	N/A	-90 Reduced 2.42%	3,636 $229,000
Q4 2017 Feb 07, 2018	BUY	N/A	3,726	3,726 $238,000

Others Institutions Holding VGIT

# of Institutions

777

Shares Held

388M

Call Options Held

26.7K

Put Options Held

12K

Jpmorgan Chase & CO New York, NY

71.7M
Shares

$4.16 Billion
0.35% of portfolio
Bank Of America Corp Charlotte, NC

50.9M
Shares

$2.95 Billion
0.26% of portfolio
Employees Retirement System Of Texas

21.5M
Shares

$1.25 Billion
11.23% of portfolio
Morgan Stanley New York, NY

20.9M
Shares

$1.21 Billion
0.09% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

15.8M
Shares

$917 Million
3.23% of portfolio

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