FHC
First Heartland Consultants’s Vanguard Short-Term Bond ETF BSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.7M | Buy |
278,231
+68,303
| +33% | +$5.33M | 1.93% | 11 |
|
|
2025
Q1 | $16.4M | Sell |
209,928
-88,552
| -30% | -$6.93M | 1.7% | 13 |
|
|
2024
Q4 | $23.1M | Sell |
298,480
-59,525
| -17% | -$4.6M | 2.37% | 5 |
|
|
2024
Q3 | $28.2M | Sell |
358,005
-15,386
| -4% | -$1.21M | 3.03% | 5 |
|
|
2024
Q2 | $28.6K | Buy |
373,391
+231,377
| +163% | +$17.7K | 2% | 4 |
|
|
2024
Q1 | $9.27M | Buy |
142,014
+26,693
| +23% | +$1.74M | 0.96% | 25 |
|
|
2023
Q4 | $8.88M | Sell |
115,321
-3,458
| -3% | -$266K | 1.07% | 25 |
|
|
2023
Q3 | $8.93M | Sell |
118,779
-102,151
| -46% | -$7.68M | 1.13% | 21 |
|
|
2023
Q2 | $16.7M | Buy |
220,930
+19,477
| +10% | +$1.47M | 2.16% | 9 |
|
|
2023
Q1 | $15.4M | Sell |
201,453
-199
| -0.1% | -$15.2K | 2.32% | 7 |
|
|
2022
Q4 | $15.2M | Buy |
201,652
+114,496
| +131% | +$8.62M | 2.45% | 6 |
|
|
2022
Q3 | $6.52K | Buy |
87,156
+6,890
| +9% | +$516 | 0.56% | 21 |
|
|
2022
Q2 | $6.16M | Buy |
80,266
+66,168
| +469% | +$5.08M | 0.97% | 24 |
|
|
2022
Q1 | $1.1M | Sell |
14,098
-57,059
| -80% | -$4.44M | 0.17% | 106 |
|
|
2021
Q4 | $5.75K | Buy |
71,157
+4,070
| +6% | +$329 | 0.22% | 32 |
|
|
2021
Q3 | $5.5M | Buy |
67,087
+1,228
| +2% | +$101K | 0.84% | 29 |
|
|
2021
Q2 | $5.41M | Buy |
65,859
+3,037
| +5% | +$250K | 0.82% | 27 |
|
|
2021
Q1 | $5.16M | Buy |
62,822
+3,981
| +7% | +$327K | 0.82% | 31 |
|
|
2020
Q4 | $4.88M | Buy |
58,841
+2,765
| +5% | +$229K | 0.81% | 30 |
|
|
2020
Q3 | $4.66M | Buy |
56,076
+3,982
| +8% | +$331K | 0.88% | 33 |
|
|
2020
Q2 | $4.33M | Buy |
52,094
+833
| +2% | +$69.2K | 0.85% | 31 |
|
|
2020
Q1 | $4.21M | Sell |
51,261
-1,239
| -2% | -$102K | 1.09% | 20 |
|
|
2019
Q4 | $4.23M | Sell |
52,500
-76
| -0.1% | -$6.13K | 0.83% | 32 |
|
|
2019
Q3 | $4.25M | Buy |
52,576
+2,075
| +4% | +$168K | 0.91% | 26 |
|
|
2019
Q2 | $4.07M | Buy |
50,501
+1,068
| +2% | +$86K | 0.98% | 24 |
|
|
2019
Q1 | $3.93M | Sell |
49,433
-646
| -1% | -$51.4K | 1.1% | 23 |
|
|
2018
Q4 | $3.94M | Buy |
50,079
+5,127
| +11% | +$403K | 1.47% | 14 |
|
|
2018
Q3 | $3.51M | Buy |
44,952
+6,299
| +16% | +$492K | 1.1% | 24 |
|
|
2018
Q2 | $3.02M | Buy |
38,653
+5,379
| +16% | +$421K | 1.07% | 21 |
|
|
2018
Q1 | $2.61M | Buy |
33,274
+9,338
| +39% | +$732K | 0.78% | 38 |
|
|
2017
Q4 | $1.89M | Buy |
23,936
+3,772
| +19% | +$298K | 0.57% | 52 |
|
|
2017
Q3 | $1.61M | Buy |
20,164
+6,762
| +50% | +$540K | 0.39% | 69 |
|
|
2017
Q2 | $1.07M | Buy |
13,402
+5,227
| +64% | +$417K | 0.28% | 100 |
|
|
2017
Q1 | $652K | Buy |
8,175
+1,800
| +28% | +$144K | 0.18% | 150 |
|
|
2016
Q4 | $506K | Buy |
6,375
+791
| +14% | +$62.8K | 0.15% | 176 |
|
|
2016
Q3 | $451K | Buy |
5,584
+12
| +0.2% | +$969 | 0.13% | 178 |
|
|
2016
Q2 | $452 | Sell |
5,572
-838
| -13% | -$68 | 0.05% | 168 |
|
|
2016
Q1 | $517K | Buy |
6,410
+2,632
| +70% | +$212K | 0.2% | 135 |
|
|
2015
Q4 | $301K | Buy |
+3,778
| New | +$301K | 0.11% | 194 |
|
|
2015
Q2 | – | Sell |
-2,964
| Closed | -$239K | – | 264 |
|
|
2015
Q1 | $239K | Buy |
+2,964
| New | +$239K | 0.09% | 216 |
|
|
2013
Q3 | – | Sell |
-2,758
| Closed | -$221K | – | 231 |
|
|
2013
Q2 | $221K | Buy |
+2,758
| New | +$221K | 0.13% | 184 |
|