HFS
Howard Financial Services’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 | $3.11M | Sell |
39,498
-6,810
| -15% | -$536K | 0.41% | 39 |
|
|
2025
Q1 | $3.62M | Buy |
46,308
+8,282
| +22% | +$648K | 0.49% | 33 |
|
|
2024
Q4 | $2.94M | Sell |
38,026
-5,723
| -13% | -$442K | 0.4% | 37 |
|
|
2024
Q3 | $3.44M | Buy |
43,749
+6,139
| +16% | +$483K | 0.5% | 32 |
|
|
2024
Q2 | $2.88M | Buy |
37,610
+4,269
| +13% | +$327K | 0.47% | 33 |
|
|
2024
Q1 | $2.56M | Buy |
33,341
+2,819
| +9% | +$216K | 0.44% | 38 |
|
|
2023
Q4 | $2.35M | Buy |
30,522
+8,312
| +37% | +$640K | 0.45% | 35 |
|
|
2023
Q3 | $1.67M | Buy |
22,210
+4,425
| +25% | +$333K | 0.38% | 39 |
|
|
2023
Q2 | $1.34M | Buy |
17,785
+3,976
| +29% | +$300K | 0.32% | 39 |
|
|
2023
Q1 | $1.06M | Sell |
13,809
-3,764
| -21% | -$288K | 0.26% | 44 |
|
|
2022
Q4 | $1.32M | Buy |
17,573
+274
| +2% | +$20.6K | 0.35% | 39 |
|
|
2022
Q3 | $1.29M | Buy |
+17,299
| New | +$1.29M | 0.42% | 36 |
|
|
2021
Q4 | – | Sell |
-2,483
| Closed | -$203K | – | 133 |
|
|
2021
Q3 | $203K | Hold |
2,483
| – | – | 0.08% | 119 |
|
|
2021
Q2 | $204K | Sell |
2,483
-1,348
| -35% | -$111K | 0.08% | 113 |
|
|
2021
Q1 | $315K | Sell |
3,831
-61
| -2% | -$5.02K | 0.14% | 88 |
|
|
2020
Q4 | $323K | Sell |
3,892
-2,383
| -38% | -$198K | 0.17% | 70 |
|
|
2020
Q3 | $521K | Sell |
6,275
-1,022
| -14% | -$84.9K | 0.34% | 37 |
|
|
2020
Q2 | $607K | Sell |
7,297
-2,017
| -22% | -$168K | 0.43% | 37 |
|
|
2020
Q1 | $765K | Sell |
9,314
-2,601
| -22% | -$214K | 0.68% | 26 |
|
|
2019
Q4 | $960K | Sell |
11,915
-2,392
| -17% | -$193K | 0.59% | 33 |
|
|
2019
Q3 | $1.16M | Sell |
14,307
-1,400
| -9% | -$113K | 0.77% | 27 |
|
|
2019
Q2 | $1.27M | Sell |
15,707
-1,957
| -11% | -$158K | 0.86% | 26 |
|
|
2019
Q1 | $1.41M | Sell |
17,664
-18,506
| -51% | -$1.47M | 1% | 21 |
|
|
2018
Q4 | $2.84M | Buy |
+36,170
| New | +$2.84M | 2.18% | 13 |
|