BIA
BHK Investment Advisors’s Vanguard Mega Cap Growth ETF MGK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $28.7M | Sell |
78,247
-54
| -0.1% | -$19.8K | 11.22% | 1 |
|
|
2025
Q1 | $24.2M | Sell |
78,301
-10,306
| -12% | -$3.18M | 10.22% | 3 |
|
|
2024
Q4 | $30.4M | Sell |
88,607
-2,698
| -3% | -$927K | 11.42% | 1 |
|
|
2024
Q3 | $29.4M | Sell |
91,305
-2,659
| -3% | -$856K | 10.97% | 1 |
|
|
2024
Q2 | $29.5M | Sell |
93,964
-6,088
| -6% | -$1.91M | 11.59% | 1 |
|
|
2024
Q1 | $28.7M | Buy |
100,052
+19,295
| +24% | +$5.53M | 11.02% | 1 |
|
|
2023
Q4 | $21M | Sell |
80,757
-27,754
| -26% | -$7.2M | 12.03% | 1 |
|
|
2023
Q3 | $24.6M | Sell |
108,511
-1,357
| -1% | -$308K | 11.32% | 2 |
|
|
2023
Q2 | $25.9M | Sell |
109,868
-13,444
| -11% | -$3.16M | 11.07% | 1 |
|
|
2023
Q1 | $25.2M | Buy |
123,312
+24,776
| +25% | +$5.07M | 11.02% | 1 |
|
|
2022
Q4 | $17M | Sell |
98,536
-10,383
| -10% | -$1.79M | 9.54% | 3 |
|
|
2022
Q3 | $19M | Sell |
108,919
-5,908
| -5% | -$1.03M | 9.53% | 3 |
|
|
2022
Q2 | $20.9M | Buy |
114,827
+11,125
| +11% | +$2.02M | 9.38% | 3 |
|
|
2022
Q1 | $24.4M | Sell |
103,702
-726
| -0.7% | -$171K | 10.21% | 3 |
|
|
2021
Q4 | $27.2M | Sell |
104,428
-5,316
| -5% | -$1.39M | 10.74% | 2 |
|
|
2021
Q3 | $25.8M | Sell |
109,744
-2,565
| -2% | -$602K | 10.61% | 2 |
|
|
2021
Q2 | $26M | Buy |
112,309
+8,675
| +8% | +$2.01M | 10.61% | 2 |
|
|
2021
Q1 | $21.1M | Buy |
103,634
+1
| +0% | +$204 | 9.81% | 2 |
|
|
2020
Q4 | $21.1M | Buy |
103,633
+8,356
| +9% | +$1.7M | 9.85% | 2 |
|
|
2020
Q3 | $17.7M | Buy |
95,277
+2,187
| +2% | +$405K | 9.94% | 2 |
|
|
2020
Q2 | $15.2M | Buy |
93,090
+386
| +0.4% | +$63.1K | 8.99% | 2 |
|
|
2020
Q1 | $11.8M | Sell |
92,704
-5,137
| -5% | -$653K | 8.39% | 2 |
|
|
2019
Q4 | $14.3M | Buy |
97,841
+14,191
| +17% | +$2.07M | 8.12% | 4 |
|
|
2019
Q3 | $11.1M | Sell |
83,650
-1,315
| -2% | -$174K | 6.41% | 4 |
|
|
2019
Q2 | $11M | Buy |
84,965
+2,057
| +2% | +$266K | 6.26% | 4 |
|
|
2019
Q1 | $10.3M | Buy |
82,908
+998
| +1% | +$124K | 6.25% | 4 |
|
|
2018
Q4 | $8.77M | Buy |
81,910
+2,122
| +3% | +$227K | 6.59% | 4 |
|
|
2018
Q3 | $10.2M | Sell |
79,788
-2,462
| -3% | -$316K | 6.88% | 3 |
|
|
2018
Q2 | $9.79M | Buy |
82,250
+1,171
| +1% | +$139K | 6.81% | 6 |
|
|
2018
Q1 | $9.1M | Buy |
81,079
+1,336
| +2% | +$150K | 6.71% | 7 |
|
|
2017
Q4 | $8.88M | Buy |
+79,743
| New | +$8.88M | 7.49% | 7 |
|