HFRG
Houlihan Financial Resource Group’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 | $7.27M | Sell |
92,494
-5,799
| -6% | -$455K | 3.01% | 6 |
|
|
2025
Q1 | $7.69M | Sell |
98,293
-2,359
| -2% | -$185K | 3.46% | 5 |
|
|
2024
Q4 | $7.78M | Sell |
100,652
-3,454
| -3% | -$267K | 3.32% | 6 |
|
|
2024
Q3 | $8.19M | Buy |
+104,106
| New | +$8.19M | 3.39% | 5 |
|
|
2024
Q2 | – | Sell |
-105,444
| Closed | -$8.08M | – | 64 |
|
|
2024
Q1 | $8.08M | Sell |
105,444
-1,380
| -1% | -$106K | 3.63% | 5 |
|
|
2023
Q4 | $8.23M | Sell |
106,824
-959
| -0.9% | -$73.9K | 3.99% | 5 |
|
|
2023
Q3 | $8.09M | Buy |
+107,783
| New | +$8.09M | 4.33% | 4 |
|
|
2023
Q2 | – | Sell |
-109,000
| Closed | -$8.34M | – | 143 |
|
|
2023
Q1 | $8.34M | Buy |
109,000
+408
| +0.4% | +$31.2K | 4.55% | 4 |
|
|
2022
Q4 | $8.21M | Sell |
108,592
-2,743
| -2% | -$207K | 4.74% | 4 |
|
|
2022
Q3 | $8.37M | Buy |
+111,335
| New | +$8.37M | 5.09% | 3 |
|
|
2020
Q3 | $8.53M | Buy |
+103,080
| New | +$8.53M | 4.92% | 3 |
|
|
2020
Q1 | $7.68M | Buy |
93,479
+669
| +0.7% | +$55K | 6.68% | 2 |
|
|
2019
Q4 | $7.48M | Buy |
+92,810
| New | +$7.48M | 4.84% | 4 |
|