BIA
BHK Investment Advisors’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $25.2M | Sell |
88,460
-760
| -0.9% | -$216K | 9.85% | 3 |
|
|
2025
Q1 | $21.8M | Sell |
89,220
-11,740
| -12% | -$2.87M | 9.23% | 5 |
|
|
2024
Q4 | $25.6M | Sell |
100,960
-1,006
| -1% | -$255K | 9.62% | 5 |
|
|
2024
Q3 | $24.8M | Sell |
101,966
-851
| -0.8% | -$207K | 9.26% | 7 |
|
|
2024
Q2 | $23.6M | Sell |
102,817
-3,561
| -3% | -$817K | 9.26% | 5 |
|
|
2024
Q1 | $25.1M | Buy |
106,378
+26,222
| +33% | +$6.18M | 9.64% | 6 |
|
|
2023
Q4 | $17.6M | Sell |
80,156
-25,855
| -24% | -$5.68M | 10.1% | 5 |
|
|
2023
Q3 | $20.6M | Buy |
106,011
+12
| +0% | +$2.34K | 9.5% | 5 |
|
|
2023
Q2 | $21.8M | Sell |
105,999
-2,320
| -2% | -$477K | 9.34% | 5 |
|
|
2023
Q1 | $21.1M | Buy |
108,319
+24,368
| +29% | +$4.75M | 9.23% | 5 |
|
|
2022
Q4 | $15.1M | Sell |
83,951
-14,125
| -14% | -$2.54M | 8.49% | 6 |
|
|
2022
Q3 | $16.7M | Sell |
98,076
-6,780
| -6% | -$1.16M | 8.4% | 7 |
|
|
2022
Q2 | $18.4M | Buy |
104,856
+11,121
| +12% | +$1.95M | 8.27% | 7 |
|
|
2022
Q1 | $20.9M | Buy |
93,735
+302
| +0.3% | +$67.3K | 8.73% | 6 |
|
|
2021
Q4 | $23.8M | Sell |
93,433
-1,059
| -1% | -$270K | 9.39% | 5 |
|
|
2021
Q3 | $22.3M | Sell |
94,492
-1,673
| -2% | -$395K | 9.2% | 4 |
|
|
2021
Q2 | $22.7M | Buy |
96,165
+4,600
| +5% | +$1.09M | 9.28% | 5 |
|
|
2021
Q1 | $19.4M | Buy |
91,565
+1
| +0% | +$212 | 9.02% | 6 |
|
|
2020
Q4 | $19.4M | Buy |
91,564
+6,984
| +8% | +$1.48M | 9.06% | 6 |
|
|
2020
Q3 | $15.2M | Sell |
84,580
-6,453
| -7% | -$1.16M | 8.58% | 4 |
|
|
2020
Q2 | $15M | Buy |
91,033
+1,835
| +2% | +$303K | 8.88% | 4 |
|
|
2020
Q1 | $11.3M | Sell |
89,198
-640
| -0.7% | -$81.1K | 8.04% | 3 |
|
|
2019
Q4 | $14.3M | Buy |
89,838
+13,832
| +18% | +$2.2M | 8.13% | 3 |
|
|
2019
Q3 | $11.3M | Sell |
76,006
-65
| -0.1% | -$9.63K | 6.5% | 2 |
|
|
2019
Q2 | $11.4M | Buy |
76,071
+1,689
| +2% | +$252K | 6.46% | 2 |
|
|
2019
Q1 | $10.6M | Buy |
74,382
+586
| +0.8% | +$83.7K | 6.44% | 2 |
|
|
2018
Q4 | $8.83M | Buy |
73,796
+2,449
| +3% | +$293K | 6.64% | 3 |
|
|
2018
Q3 | $10.2M | Sell |
71,347
-2,796
| -4% | -$398K | 6.84% | 4 |
|
|
2018
Q2 | $9.97M | Sell |
74,143
-539
| -0.7% | -$72.5K | 6.93% | 3 |
|
|
2018
Q1 | $9.68M | Buy |
74,682
+3,953
| +6% | +$512K | 7.14% | 3 |
|
|
2017
Q4 | $9.03M | Buy |
+70,729
| New | +$9.03M | 7.62% | 5 |
|