Houlihan Financial Resource Group’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.63M | Sell |
34,119
-60
| -0.2% | -$4.63K | 1.09% | 31 |
|
|
2025
Q1 | $2.62M | Sell |
34,179
-509
| -1% | -$39K | 1.18% | 31 |
|
|
2024
Q4 | $2.59M | Buy |
34,688
+310
| +0.9% | +$23.2K | 1.11% | 31 |
|
|
2024
Q3 | $2.69M | Buy |
+34,378
| New | +$2.69M | 1.11% | 30 |
|
|
2024
Q2 | – | Sell |
-33,697
| Closed | -$2.54M | – | 63 |
|
|
2024
Q1 | $2.54M | Hold |
33,697
| – | – | 1.14% | 30 |
|
|
2023
Q4 | $2.57M | Sell |
33,697
-8,046
| -19% | -$615K | 1.25% | 28 |
|
|
2023
Q3 | $3M | Buy |
+41,743
| New | +$3M | 1.6% | 23 |
|
|
2023
Q2 | – | Sell |
-41,845
| Closed | -$3.21M | – | 141 |
|
|
2023
Q1 | $3.21M | Sell |
41,845
-26
| -0.1% | -$2K | 1.75% | 17 |
|
|
2022
Q4 | $3.15M | Sell |
41,871
-5,627
| -12% | -$423K | 1.82% | 18 |
|
|
2022
Q3 | $3.53M | Buy |
+47,498
| New | +$3.53M | 2.15% | 16 |
|
|
2020
Q3 | $4.01M | Buy |
+43,233
| New | +$4.01M | 2.31% | 9 |
|
|
2020
Q1 | $2.39M | Buy |
26,715
+2,173
| +9% | +$194K | 2.07% | 14 |
|
|
2019
Q4 | $2.14M | Buy |
+24,542
| New | +$2.14M | 1.39% | 21 |
|