HIA
HTG Investment Advisors’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 | $16M | Buy |
203,554
+7,413
| +4% | +$583K | 5.96% | 7 |
|
|
2025
Q1 | $15.4M | Buy |
196,141
+5,560
| +3% | +$435K | 6.4% | 7 |
|
|
2024
Q4 | $14.7M | Buy |
190,581
+38,212
| +25% | +$2.95M | 6.74% | 7 |
|
|
2024
Q3 | $12M | Buy |
152,369
+27,864
| +22% | +$2.19M | 5.66% | 7 |
|
|
2024
Q2 | $9.55M | Buy |
124,505
+19,118
| +18% | +$1.47M | 5.15% | 7 |
|
|
2024
Q1 | $8.08M | Buy |
105,387
+17,486
| +20% | +$1.34M | 4.68% | 7 |
|
|
2023
Q4 | $6.77M | Buy |
87,901
+18,731
| +27% | +$1.44M | 4.42% | 7 |
|
|
2023
Q3 | $5.2M | Buy |
69,170
+3,161
| +5% | +$238K | 4.17% | 8 |
|
|
2023
Q2 | $4.99M | Buy |
66,009
+3,840
| +6% | +$290K | 4.12% | 7 |
|
|
2023
Q1 | $4.76M | Buy |
62,169
+4,611
| +8% | +$353K | 4.33% | 7 |
|
|
2022
Q4 | $4.33M | Buy |
+57,558
| New | +$4.33M | 4.38% | 7 |
|