BIA
BHK Investment Advisors’s Vanguard Small-Cap Growth ETF VBK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.6M | Buy |
85,218
+2,446
| +3% | +$677K | 9.24% | 5 |
|
|
2025
Q1 | $20.8M | Sell |
82,772
-8,967
| -10% | -$2.26M | 8.81% | 7 |
|
|
2024
Q4 | $25.7M | Sell |
91,739
-1,515
| -2% | -$424K | 9.64% | 4 |
|
|
2024
Q3 | $24.9M | Sell |
93,254
-1,042
| -1% | -$279K | 9.3% | 6 |
|
|
2024
Q2 | $23.6M | Sell |
94,296
-3,127
| -3% | -$782K | 9.26% | 6 |
|
|
2024
Q1 | $25.4M | Buy |
97,423
+23,811
| +32% | +$6.21M | 9.76% | 4 |
|
|
2023
Q4 | $17.8M | Sell |
73,612
-21,434
| -23% | -$5.18M | 10.21% | 4 |
|
|
2023
Q3 | $20.4M | Buy |
95,046
+693
| +0.7% | +$148K | 9.36% | 7 |
|
|
2023
Q2 | $21.7M | Sell |
94,353
-80
| -0.1% | -$18.4K | 9.28% | 6 |
|
|
2023
Q1 | $20.4M | Buy |
94,433
+22,134
| +31% | +$4.79M | 8.93% | 7 |
|
|
2022
Q4 | $14.5M | Sell |
72,299
-15,208
| -17% | -$3.05M | 8.16% | 7 |
|
|
2022
Q3 | $17.1M | Sell |
87,507
-5,861
| -6% | -$1.14M | 8.57% | 6 |
|
|
2022
Q2 | $18.4M | Buy |
93,368
+9,541
| +11% | +$1.88M | 8.27% | 6 |
|
|
2022
Q1 | $20.8M | Buy |
83,827
+7,420
| +10% | +$1.84M | 8.7% | 7 |
|
|
2021
Q4 | $21.5M | Buy |
76,407
+1,298
| +2% | +$366K | 8.49% | 7 |
|
|
2021
Q3 | $21M | Sell |
75,109
-593
| -0.8% | -$166K | 8.67% | 7 |
|
|
2021
Q2 | $21.9M | Buy |
75,702
+2,495
| +3% | +$723K | 8.96% | 7 |
|
|
2021
Q1 | $19.6M | Hold |
73,207
| – | – | 9.1% | 5 |
|
|
2020
Q4 | $19.6M | Buy |
73,207
+2,407
| +3% | +$644K | 9.14% | 5 |
|
|
2020
Q3 | $15.2M | Sell |
70,800
-5,075
| -7% | -$1.09M | 8.57% | 5 |
|
|
2020
Q2 | $15.1M | Buy |
75,875
+2,137
| +3% | +$427K | 8.95% | 3 |
|
|
2020
Q1 | $11.1M | Buy |
73,738
+2,450
| +3% | +$368K | 7.89% | 5 |
|
|
2019
Q4 | $14.2M | Buy |
71,288
+11,297
| +19% | +$2.24M | 8.07% | 5 |
|
|
2019
Q3 | $10.9M | Sell |
59,991
-13
| -0% | -$2.37K | 6.31% | 6 |
|
|
2019
Q2 | $11.2M | Buy |
60,004
+1,780
| +3% | +$331K | 6.35% | 3 |
|
|
2019
Q1 | $10.5M | Buy |
58,224
+151
| +0.3% | +$27.1K | 6.35% | 3 |
|
|
2018
Q4 | $8.75M | Buy |
58,073
+2,648
| +5% | +$399K | 6.57% | 5 |
|
|
2018
Q3 | $10.4M | Sell |
55,425
-2,033
| -4% | -$381K | 6.99% | 2 |
|
|
2018
Q2 | $10.1M | Sell |
57,458
-2,032
| -3% | -$357K | 7.03% | 2 |
|
|
2018
Q1 | $9.75M | Buy |
59,490
+2,736
| +5% | +$449K | 7.2% | 2 |
|
|
2017
Q4 | $9.13M | Buy |
+56,754
| New | +$9.13M | 7.7% | 3 |
|