BHK Investment Advisors’s Vanguard S&P Mid-Cap 400 Value ETF IVOV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$420K	Hold	4,400	–	–	0.16%	49
2025 Q1	$405K	Hold	4,400	–	–	0.17%	48
2024 Q4	$420K	Hold	4,400	–	–	0.16%	49
2024 Q3	$421K	Hold	4,400	–	–	0.16%	52
2024 Q2	$385K	Hold	4,400	–	–	0.15%	50
2024 Q1	$400K	Buy	+4,400	New	+$400K	0.15%	50
2023 Q3	–	Sell	-4,400	Closed	-$362K	–	55
2023 Q2	$362K	Hold	4,400	–	–	0.16%	49
2023 Q1	$346K	Buy	+4,400	New	+$346K	0.15%	52
2022 Q4	–	Sell	-4,400	Closed	-$305K	–	60
2022 Q3	$305K	Hold	4,400	–	–	0.15%	54
2022 Q2	$318K	Hold	4,400	–	–	0.14%	56
2022 Q1	$369K	Hold	4,400	–	–	0.15%	52
2021 Q4	$371K	Hold	4,400	–	–	0.15%	51
2021 Q3	$350K	Hold	4,400	–	–	0.14%	49
2021 Q2	$356K	Hold	4,400	–	–	0.15%	51
2021 Q1	$290K	Hold	4,400	–	–	0.13%	58
2020 Q4	$290K	Hold	4,400	–	–	0.14%	56
2020 Q3	$231K	Hold	4,400	–	–	0.13%	56
2020 Q2	$226K	Buy	+4,400	New	+$226K	0.13%	56
2020 Q1	–	Sell	-4,400	Closed	-$286K	–	57
2019 Q4	$286K	Hold	4,400	–	–	0.16%	49
2019 Q3	$271K	Hold	4,400	–	–	0.16%	67
2019 Q2	$270K	Hold	4,400	–	–	0.15%	74
2019 Q1	$264K	Hold	4,400	–	–	0.16%	77
2018 Q4	$231K	Hold	4,400	–	–	0.17%	61
2018 Q3	$283K	Hold	4,400	–	–	0.19%	59
2018 Q2	$273K	Hold	4,400	–	–	0.19%	58
2018 Q1	$260K	Hold	4,400	–	–	0.19%	53
2017 Q4	$268K	Buy	+4,400	New	+$268K	0.23%	44