BHK Investment Advisors’s Vanguard Mid-Cap Value ETF VOE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.2M | Buy |
140,887
+275
| +0.2% | +$45.2K | 9.07% | 6 |
|
|
2025
Q1 | $22.6M | Sell |
140,612
-13,817
| -9% | -$2.22M | 9.54% | 4 |
|
|
2024
Q4 | $25M | Buy |
154,429
+225
| +0.1% | +$36.4K | 9.38% | 7 |
|
|
2024
Q3 | $25.9M | Sell |
154,204
-1,144
| -0.7% | -$192K | 9.65% | 5 |
|
|
2024
Q2 | $23.4M | Sell |
155,348
-5,720
| -4% | -$860K | 9.17% | 7 |
|
|
2024
Q1 | $25.1M | Buy |
161,068
+40,916
| +34% | +$6.38M | 9.65% | 5 |
|
|
2023
Q4 | $17.4M | Sell |
120,152
-36,171
| -23% | -$5.25M | 10% | 6 |
|
|
2023
Q3 | $20.5M | Buy |
156,323
+1,474
| +1% | +$193K | 9.41% | 6 |
|
|
2023
Q2 | $21.4M | Sell |
154,849
-2,312
| -1% | -$320K | 9.17% | 7 |
|
|
2023
Q1 | $21.1M | Buy |
157,161
+35,948
| +30% | +$4.82M | 9.21% | 6 |
|
|
2022
Q4 | $16.4M | Sell |
121,213
-27,904
| -19% | -$3.77M | 9.22% | 5 |
|
|
2022
Q3 | $18.2M | Sell |
149,117
-9,374
| -6% | -$1.14M | 9.12% | 5 |
|
|
2022
Q2 | $20.5M | Buy |
158,491
+3,895
| +3% | +$504K | 9.23% | 4 |
|
|
2022
Q1 | $23.1M | Sell |
154,596
-4,003
| -3% | -$599K | 9.68% | 4 |
|
|
2021
Q4 | $23.8M | Sell |
158,599
-426
| -0.3% | -$64K | 9.41% | 4 |
|
|
2021
Q3 | $22.2M | Sell |
159,025
-1,348
| -0.8% | -$188K | 9.14% | 5 |
|
|
2021
Q2 | $22.5M | Buy |
160,373
+3,190
| +2% | +$448K | 9.2% | 6 |
|
|
2021
Q1 | $18.7M | Buy |
157,183
+4
| +0% | +$476 | 8.68% | 7 |
|
|
2020
Q4 | $18.7M | Buy |
157,179
+14,894
| +10% | +$1.77M | 8.73% | 7 |
|
|
2020
Q3 | $14.4M | Sell |
142,285
-5,088
| -3% | -$516K | 8.12% | 6 |
|
|
2020
Q2 | $14.1M | Buy |
147,373
+20,199
| +16% | +$1.93M | 8.33% | 6 |
|
|
2020
Q1 | $10.3M | Buy |
127,174
+10,371
| +9% | +$843K | 7.36% | 7 |
|
|
2019
Q4 | $13.9M | Buy |
116,803
+19,578
| +20% | +$2.33M | 7.93% | 6 |
|
|
2019
Q3 | $11M | Buy |
97,225
+1,316
| +1% | +$149K | 6.34% | 5 |
|
|
2019
Q2 | $10.7M | Buy |
95,909
+3,884
| +4% | +$432K | 6.07% | 6 |
|
|
2019
Q1 | $9.93M | Buy |
92,025
+1,309
| +1% | +$141K | 6.02% | 6 |
|
|
2018
Q4 | $8.64M | Buy |
90,716
+4,649
| +5% | +$443K | 6.49% | 6 |
|
|
2018
Q3 | $9.73M | Sell |
86,067
-2,691
| -3% | -$304K | 6.55% | 7 |
|
|
2018
Q2 | $9.8M | Buy |
88,758
+470
| +0.5% | +$51.9K | 6.82% | 4 |
|
|
2018
Q1 | $9.66M | Buy |
88,288
+5,122
| +6% | +$560K | 7.13% | 4 |
|
|
2017
Q4 | $9.28M | Buy |
+83,166
| New | +$9.28M | 7.83% | 2 |
|