HFS
Hoge Financial Services’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.5M | Buy |
250,661
+18,275
| +8% | +$1.42M | 12.11% | 2 |
|
|
2025
Q1 | $17.8M | Buy |
232,386
+44,325
| +24% | +$3.39M | 12.44% | 2 |
|
|
2024
Q4 | $14.1M | Buy |
188,061
+15,491
| +9% | +$1.16M | 10.29% | 3 |
|
|
2024
Q3 | $13.5M | Buy |
172,570
+23,025
| +15% | +$1.8M | 10.19% | 3 |
|
|
2024
Q2 | $11.2M | Buy |
149,545
+3,338
| +2% | +$250K | 9.18% | 3 |
|
|
2024
Q1 | $11M | Buy |
146,207
+18,479
| +14% | +$1.39M | 9% | 3 |
|
|
2023
Q4 | $9.76M | Buy |
+127,728
| New | +$9.76M | 9.78% | 3 |
|