HWMG
Hurlow Wealth Management Group’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.86M | Buy |
75,767
+14,457
| +24% | +$1.12M | 1.66% | 18 |
|
|
2025
Q1 | $4.69M | Buy |
61,310
+4,268
| +7% | +$327K | 1.47% | 20 |
|
|
2024
Q4 | $4.26M | Buy |
57,042
+2,270
| +4% | +$170K | 1.33% | 21 |
|
|
2024
Q3 | $4.29M | Buy |
54,772
+3,290
| +6% | +$258K | 1.34% | 21 |
|
|
2024
Q2 | $3.86M | Buy |
51,482
+6,495
| +14% | +$486K | 1.32% | 21 |
|
|
2024
Q1 | $3.39M | Buy |
44,987
+2,448
| +6% | +$185K | 1.2% | 19 |
|
|
2023
Q4 | $3.25M | Buy |
42,539
+2,550
| +6% | +$195K | 1.23% | 20 |
|
|
2023
Q3 | $2.89M | Buy |
39,989
+3,345
| +9% | +$242K | 1.26% | 20 |
|
|
2023
Q2 | $2.76M | Sell |
36,644
-207
| -0.6% | -$15.6K | 1.18% | 19 |
|
|
2023
Q1 | $2.83M | Buy |
36,851
+2,977
| +9% | +$228K | 1.31% | 19 |
|
|
2022
Q4 | $2.52M | Buy |
33,874
+851
| +3% | +$63.2K | 1.31% | 18 |
|
|
2022
Q3 | $2.43M | Buy |
33,023
+2,567
| +8% | +$189K | 1.42% | 17 |
|
|
2022
Q2 | $2.37M | Buy |
30,456
+941
| +3% | +$73.1K | 1.36% | 17 |
|
|
2022
Q1 | $2.42M | Buy |
29,515
+7,013
| +31% | +$574K | 1.48% | 16 |
|
|
2021
Q4 | $2.07M | Sell |
22,502
-3,853
| -15% | -$355K | 1.63% | 15 |
|
|
2021
Q3 | $2.36M | Sell |
26,355
-20
| -0.1% | -$1.79K | 1.4% | 16 |
|
|
2021
Q2 | $2.37M | Buy |
26,375
+2,036
| +8% | +$183K | 1.56% | 15 |
|
|
2021
Q1 | $2.16M | Buy |
24,339
+3,765
| +18% | +$334K | 1.56% | 15 |
|
|
2020
Q4 | $1.91M | Buy |
20,574
+2,280
| +12% | +$212K | 1.5% | 15 |
|
|
2020
Q3 | $1.71M | Buy |
18,294
+1,613
| +10% | +$151K | 1.57% | 15 |
|
|
2020
Q2 | $1.56M | Buy |
+16,681
| New | +$1.56M | 1.5% | 16 |
|