Dhk Financial Advisors, Inc. Vanguard World Fd Esg U S Corp Transaction History

Dhk Financial Advisors, Inc.

$161 Million
Q3 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 10, 2024	BUY	$61.87 - $63.48 $4,640 - $4,761	75 Added 0.43%	17,329 $1.09 Million
Q4 2023 Jan 29, 2024	BUY	$57.78 - $63.69 $249,205 - $274,694	4,313 Added 33.33%	17,254 $1.09 Million
Q3 2023 Nov 01, 2023	BUY	$59.36 - $62.14 $6,232 - $6,524	105 Added 0.82%	12,941 $768,000
Q2 2023 Jul 19, 2023	BUY	$61.11 - $63.02 $395,748 - $408,117	6,476 Added 101.82%	12,836 $795,000
Q1 2023 May 11, 2023	BUY	$60.51 - $63.64 $43,990 - $46,266	727 Added 12.91%	6,360 $398,000
Q4 2022 Jan 31, 2023	BUY	$57.68 - $62.66 $3,576 - $3,884	62 Added 1.11%	5,633 $341,000
Q3 2022 Nov 08, 2022	BUY	$58.87 - $65.06 $45,624 - $50,421	775 Added 16.16%	5,571 $331,000
Q2 2022 Aug 15, 2022	BUY	$61.54 - $68.13 $1,784 - $1,975	29 Added 0.61%	4,796 $302,000
Q1 2022 Apr 13, 2022	BUY	$66.76 - $72.88 $1,001 - $1,093	15 Added 0.32%	4,767 $324,000
Q4 2021 Apr 13, 2022	BUY	$72.79 - $74.53 $345,898 - $354,166	4,752 New	4,752 $349,000

Others Institutions Holding VCEB

# of Institutions

86

Shares Held

3.66M

Call Options Held

0

Put Options Held

0

Vanguard Group Inc Valley Forge, PA

1.09M
Shares

$68.5 Million
0.0% of portfolio
Banco Bilbao Vizcaya Argentaria, S.A.

332K
Shares

$20.9 Million
0.25% of portfolio
Truist Financial Corp

236K
Shares

$14.9 Million
0.02% of portfolio
Envestnet Asset Management Inc

222K
Shares

$14 Million
0.0% of portfolio
Sage View Advisory Group, LLC Newport Beach, CA

193K
Shares

$12.2 Million
0.64% of portfolio

About VANGUARD WORLD FD ESG U S CORP

Ticker VCEB
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