HFRG
Houlihan Financial Resource Group’s Vanguard Large-Cap ETF VV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,773
| Closed | -$456K | – | 110 |
|
|
2025
Q1 | $456K | Sell |
1,773
-321
| -15% | -$82.6K | 0.2% | 70 |
|
|
2024
Q4 | $565K | Hold |
2,094
| – | – | 0.24% | 64 |
|
|
2024
Q3 | $551K | Buy |
+2,094
| New | +$551K | 0.23% | 67 |
|
|
2024
Q2 | – | Sell |
-2,094
| Closed | -$502K | – | 101 |
|
|
2024
Q1 | $502K | Hold |
2,094
| – | – | 0.23% | 68 |
|
|
2023
Q4 | $457K | Hold |
2,094
| – | – | 0.22% | 67 |
|
|
2023
Q3 | $402K | Buy |
+2,094
| New | +$402K | 0.22% | 71 |
|
|
2023
Q2 | – | Sell |
-2,094
| Closed | -$391K | – | 176 |
|
|
2023
Q1 | $391K | Hold |
2,094
| – | – | 0.21% | 71 |
|
|
2022
Q4 | $380K | Hold |
2,094
| – | – | 0.22% | 70 |
|
|
2022
Q3 | $370K | Buy |
+2,094
| New | +$370K | 0.23% | 64 |
|
|
2020
Q3 | $348K | Buy |
+2,094
| New | +$348K | 0.2% | 73 |
|
|
2020
Q1 | $248K | Hold |
2,094
| – | – | 0.22% | 75 |
|
|
2019
Q4 | $310K | Buy |
+2,094
| New | +$310K | 0.2% | 78 |
|