BIA
BHK Investment Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.49M | Hold |
2,617
| – | – | 0.58% | 23 |
|
|
2025
Q1 | $1.34M | Hold |
2,617
| – | – | 0.57% | 21 |
|
|
2024
Q4 | $1.41M | Hold |
2,617
| – | – | 0.53% | 23 |
|
|
2024
Q3 | $1.38M | Hold |
2,617
| – | – | 0.52% | 23 |
|
|
2024
Q2 | $1.31M | Hold |
2,617
| – | – | 0.51% | 26 |
|
|
2024
Q1 | $1.26M | Buy |
+2,617
| New | +$1.26M | 0.48% | 26 |
|
|
2023
Q3 | – | Sell |
-2,988
| Closed | -$1.22M | – | 60 |
|
|
2023
Q2 | $1.22M | Hold |
2,988
| – | – | 0.52% | 23 |
|
|
2023
Q1 | $1.12M | Buy |
+2,988
| New | +$1.12M | 0.49% | 25 |
|
|
2022
Q4 | – | Sell |
-2,988
| Closed | -$981K | – | 64 |
|
|
2022
Q3 | $981K | Hold |
2,988
| – | – | 0.49% | 24 |
|
|
2022
Q2 | $1.04M | Hold |
2,988
| – | – | 0.47% | 23 |
|
|
2022
Q1 | $1.24M | Hold |
2,988
| – | – | 0.52% | 22 |
|
|
2021
Q4 | $1.3M | Hold |
2,988
| – | – | 0.51% | 23 |
|
|
2021
Q3 | $1.18M | Hold |
2,988
| – | – | 0.49% | 24 |
|
|
2021
Q2 | $1.18M | Hold |
2,988
| – | – | 0.48% | 26 |
|
|
2021
Q1 | $1.03M | Hold |
2,988
| – | – | 0.48% | 27 |
|
|
2020
Q4 | $1.03M | Buy |
2,988
+371
| +14% | +$128K | 0.48% | 27 |
|
|
2020
Q3 | $805K | Hold |
2,617
| – | – | 0.45% | 27 |
|
|
2020
Q2 | $742K | Hold |
2,617
| – | – | 0.44% | 26 |
|
|
2020
Q1 | $620K | Hold |
2,617
| – | – | 0.44% | 25 |
|
|
2019
Q4 | $774K | Hold |
2,617
| – | – | 0.44% | 27 |
|
|
2019
Q3 | $713K | Hold |
2,617
| – | – | 0.41% | 39 |
|
|
2019
Q2 | $704K | Hold |
2,617
| – | – | 0.4% | 41 |
|
|
2019
Q1 | $679K | Hold |
2,617
| – | – | 0.41% | 39 |
|
|
2018
Q4 | $601K | Hold |
2,617
| – | – | 0.45% | 29 |
|
|
2018
Q3 | $699K | Hold |
2,617
| – | – | 0.47% | 29 |
|
|
2018
Q2 | $653K | Hold |
2,617
| – | – | 0.45% | 28 |
|
|
2018
Q1 | $634K | Hold |
2,617
| – | – | 0.47% | 26 |
|
|
2017
Q4 | $642K | Buy |
+2,617
| New | +$642K | 0.54% | 24 |
|