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

Houlihan Financial Resource Group, Ltd.

$223 Million
Q1 2025

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 12,278 shares of VGIT stock, worth $723,542. This represents 0.33% of its overall portfolio holdings.

Number of Shares

12,278

Previous 13,038 5.83%

Holding current value

$723,542

Previous $756,000 3.57%

% of portfolio

0.33%

Previous 0.32%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 12, 2025	SELL	$57.44 - $59.4 $43,654 - $45,144	-760 Reduced 5.83%	12,278 $729,000
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

876

Shares Held

398M

Call Options Held

8.8K

Put Options Held

13.7K

View Full List

About VANGUARD INTERMEDIATE-TERM TRE

Ticker VGIT
Sector ETFs
Industry ETFs

More about VGIT

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Houlihan Financial Resource Group, Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Houlihan Financial Resource Group, Ltd. with notifications on news.

Account

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