Houlihan Financial Resource Group, Ltd. Vanguard Intermediate Term Tre Transaction History

Houlihan Financial Resource Group, Ltd.

$235 Million
Q4 2024

A detailed history of Houlihan Financial Resource Group, Ltd. transactions in Vanguard Intermediate Term Tre stock. As of the latest transaction made, Houlihan Financial Resource Group, Ltd. holds 13,038 shares of VGIT stock, worth $759,072. This represents 0.32% of its overall portfolio holdings.

Number of Shares

13,038

Previous 13,508 3.48%

Holding current value

$759,072

Previous $816,000 7.35%

% of portfolio

0.32%

Previous 0.34%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	SELL	$57.78 - $60.4 $27,156 - $28,388	-470 Reduced 3.48%	13,038 $756,000
Q3 2024 Nov 01, 2024	SELL	$57.8 - $60.8 $28,900 - $30,400	-500 Reduced 3.57%	13,508 $816,000
Q1 2024 May 06, 2024	SELL	$58.07 - $59.52 $11,614 - $11,904	-200 Reduced 1.41%	14,008 $820,000
Q4 2023 Feb 14, 2024	SELL	$56.15 - $59.51 $379,012 - $401,692	-6,750 Reduced 32.21%	14,208 $843,000
Q3 2023 Nov 09, 2023	SELL	$56.93 - $59.05 $28.5 Million - $29.6 Million	-501,363 Reduced 95.99%	20,958 $1.19 Million
Q2 2023 Aug 02, 2023	BUY	$58.61 - $60.65 $29.4 Million - $30.4 Million	501,138 Added 2365.76%	522,321 $31.1 Million
Q1 2023 May 11, 2023	BUY	$57.72 - $60.39 $12,294 - $12,863	213 Added 1.02%	21,183 $1.27 Million
Q4 2022 Feb 14, 2023	SELL	$57.14 - $59.67 $114,280 - $119,340	-2,000 Reduced 8.71%	20,970 $1.24 Million
Q3 2022 Dec 13, 2022	SELL	$57.73 - $62.32 $73,894 - $79,769	-1,280 Reduced 5.28%	22,970 $1.35 Million
Q3 2020 Nov 13, 2020	BUY	$70.34 - $70.85 $217,350 - $218,926	3,090 Added 14.6%	24,250 $1.69 Million
Q1 2020 May 01, 2020	BUY	$66.04 - $70.55 $131,749 - $140,747	1,995 Added 10.41%	21,160 $1.49 Million
Q4 2019 Feb 11, 2020	BUY	$65.75 - $67.26 $1.26 Million - $1.29 Million	19,165 New	19,165 $1.26 Million

Others Institutions Holding VGIT

# of Institutions

817

Shares Held

390M

Call Options Held

26.7K

Put Options Held

12K

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About VANGUARD INTERMEDIATE-TERM TRE

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Houlihan Financial Resource Group, Ltd. Vanguard Intermediate Term Tre Transaction History