HHRDM
H&H Retirement Design & Management’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 | $1.6M | Buy |
20,432
+898
| +5% | +$70.4K | 0.88% | 23 |
|
|
2025
Q1 | $1.53M | Sell |
19,534
-97
| -0.5% | -$7.59K | 1.02% | 22 |
|
|
2024
Q4 | $1.52M | Sell |
19,631
-1,077
| -5% | -$83.6K | 0.93% | 22 |
|
|
2024
Q3 | $1.62M | Sell |
20,708
-5,365
| -21% | -$419K | 0.95% | 22 |
|
|
2024
Q2 | $2.01M | Buy |
26,073
+340
| +1% | +$26.2K | 1.24% | 19 |
|
|
2024
Q1 | $1.95M | Sell |
25,733
-4,970
| -16% | -$377K | 1.29% | 19 |
|
|
2023
Q4 | $2.35M | Sell |
30,703
-178,635
| -85% | -$13.7M | 1.48% | 19 |
|
|
2023
Q3 | $15.7M | Sell |
209,338
-2,672
| -1% | -$201K | 10.87% | 3 |
|
|
2023
Q2 | $16.1M | Sell |
212,010
-20,447
| -9% | -$1.55M | 10.69% | 2 |
|
|
2023
Q1 | $17.8M | Buy |
232,457
+148,061
| +175% | +$11.3M | 11.33% | 3 |
|
|
2022
Q4 | $6.41M | Sell |
84,396
-1,850
| -2% | -$141K | 5.41% | 3 |
|
|
2022
Q3 | $6.41M | Sell |
86,246
-5,575
| -6% | -$414K | 6.04% | 3 |
|
|
2022
Q2 | $7.11M | Sell |
91,821
-11,775
| -11% | -$911K | 5.19% | 3 |
|
|
2022
Q1 | $8.01M | Buy |
103,596
+1,612
| +2% | +$125K | 5.46% | 3 |
|
|
2021
Q4 | $8.08M | Buy |
101,984
+91,909
| +912% | +$7.29M | 5.11% | 3 |
|
|
2021
Q3 | $823K | Buy |
10,075
+941
| +10% | +$76.9K | 0.51% | 26 |
|
|
2021
Q2 | $752K | Sell |
9,134
-210
| -2% | -$17.3K | 0.46% | 27 |
|
|
2021
Q1 | $769K | Buy |
+9,344
| New | +$769K | 0.46% | 26 |
|
|
2020
Q3 | $794K | Sell |
9,558
-2,554
| -21% | -$212K | 0.62% | 26 |
|
|
2020
Q2 | $1.01M | Sell |
12,112
-26
| -0.2% | -$2.16K | 0.89% | 28 |
|
|
2020
Q1 | $997K | Buy |
+12,138
| New | +$997K | 0.95% | 28 |
|