Houlihan Financial Resource Group, Ltd. BSV Holdings History
Houlihan Financial Resource Group, Ltd.'s Vanguard Short-Term Bond ETF Holding Summary
As of 2025-03-31, Houlihan Financial Resource Group, Ltd. held 98,293.00 shares of Vanguard Short-Term Bond ETF(BSV), totaling $7.69 Mil. This investment constitutes 3.45% of their stock portfolio, and Houlihan Financial Resource Group, Ltd. now holds 0.02% of the outstanding Vanguard Short-Term Bond ETF(BSV) stock.
The initial trade took place in 2019Q4. And since then Houlihan Financial Resource Group, Ltd. has made 6 purchases of BSV, at an average price of $77.84, for a total of 323,632.00 shares. In addition, there have been 7 sales at an average price of $76.13 for 225,339.00 shares. Based on historical transaction data and BSV's current price of $78.35, Houlihan Financial Resource Group, Ltd.'s estimated gain on his BSV holdings is $-332,510.60, reflecting a -1.32% gain to date.
Houlihan Financial Resource Group, Ltd. BSV ($78.35) Holding Chart
Houlihan Financial Resource Group, Ltd. BSV ($78.35) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
