Dhk Financial Advisors, Inc. Vanguard Total World Stk Index Transaction History

Dhk Financial Advisors, Inc.

$180 Million
Q1 2025

A detailed history of Dhk Financial Advisors, Inc. transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Dhk Financial Advisors, Inc. holds 121,964 shares of VT stock, worth $16.1 Million. This represents 7.84% of its overall portfolio holdings.

Number of Shares

121,964

Previous 141,364 13.72%

Holding current value

$16.1 Million

Previous $16.6 Million 14.95%

% of portfolio

7.84%

Previous 10.19%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 11, 2025	SELL	$115.08 - $123.97 $2.23 Million - $2.41 Million	-19,400 Reduced 13.72%	121,964 $14.1 Million
Q4 2024 Jan 22, 2025	SELL	$117.09 - $123.07 $614,371 - $645,748	-5,247 Reduced 3.58%	141,364 $16.6 Million
Q3 2024 Oct 24, 2024	BUY	$107.72 - $119.96 $37,271 - $41,506	346 Added 0.24%	146,611 $17.5 Million
Q2 2024 Aug 09, 2024	SELL	$104.94 - $113.51 $2.42 Million - $2.62 Million	-23,097 Reduced 13.64%	146,265 $16.5 Million
Q1 2024 May 10, 2024	SELL	$100.68 - $110.5 $7,450 - $8,177	-74 Reduced 0.04%	169,362 $18.7 Million
Q4 2023 Jan 29, 2024	BUY	$88.97 - $103.1 $83,809 - $97,120	942 Added 0.56%	169,436 $17.4 Million
Q3 2023 Nov 01, 2023	BUY	$92.79 - $100.59 $47,786 - $51,803	515 Added 0.31%	168,494 $15.7 Million
Q2 2023 Jul 19, 2023	SELL	$91.33 - $98.06 $4,292 - $4,608	-47 Reduced 0.03%	167,979 $16.3 Million
Q1 2023 May 11, 2023	BUY	$86.24 - $94.55 $33,116 - $36,307	384 Added 0.23%	168,026 $15.5 Million
Q4 2022 Jan 31, 2023	BUY	$78.67 - $91.07 $3.91 Million - $4.52 Million	49,658 Added 42.09%	167,642 $14.4 Million
Q3 2022 Nov 08, 2022	SELL	$78.88 - $94.48 $3.79 Million - $4.54 Million	-48,059 Reduced 28.94%	117,984 $9.31 Million
Q2 2022 Aug 15, 2022	BUY	$83.88 - $102.77 $641,598 - $786,087	7,649 Added 4.83%	166,043 $14.2 Million
Q1 2022 Apr 13, 2022	BUY	$93.8 - $108.09 $27,483 - $31,670	293 Added 0.19%	158,394 $16 Million
Q4 2021 Apr 13, 2022	BUY	$101.45 - $109.23 $16 Million - $17.3 Million	158,101 New	158,101 $17 Million

Others Institutions Holding VT

# of Institutions

1,121

Shares Held

110M

Call Options Held

315K

Put Options Held

120K

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Dhk Financial Advisors, Inc. Vanguard Total World Stk Index Transaction History