Kovitz Investment Group Partners’s VanEck Biotech ETF BBH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-3,186
Closed -$500K 1238
2024
Q4
$500K Hold
3,186
﹤0.01% 883
2024
Q3
$565K Buy
3,186
+141
+5% +$25K ﹤0.01% 734
2024
Q2
$513K Hold
3,045
﹤0.01% 650
2024
Q1
$506K Buy
+3,045
New +$506K 0.01% 502