DHK Financial Advisors’s Vanguard ESG US Stock ETF ESGV Stock Holding History

DHK Financial Advisors’s Portfolio ESGV Stock Details ESGV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-50,507	Closed	-$4.71M	–	80
2024 Q1	$4.71M	Buy	50,507 +60	+0.1%	+$5.33K	3.33%	7
2023 Q4	$4.29M	Sell	50,447 -1,080	-2%	-$85.1K	3.22%	8
2023 Q3	$3.88M	Buy	51,527 +89	+0.2%	+$6.98K	3.45%	9
2023 Q2	$4.03M	Buy	51,438 +23,513	+84%	+$1.73M	3.43%	8
2023 Q1	$2M	Buy	27,925 +5,565	+25%	+$388K	2.49%	10
2022 Q4	$1.47M	Buy	22,360 +106	+0.5%	+$7.07K	2.05%	14
2022 Q3	$1.4M	Buy	22,254 +1,546	+7%	+$109K	2.3%	15
2022 Q2	$1.38M	Buy	20,708 +63	+0.3%	+$4.55K	1.32%	20
2022 Q1	$1.67M	Buy	20,645 +141	+0.7%	+$11.3K	1.41%	20
2021 Q4	$1.8M	Buy	+20,504	New	+$1.75M	1.7%	18

Other funds holding ESGV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Visa Foundation San Francisco, California $155M AUM 20.68% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LWL

Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

VCM

Verde Capital Management Clarkston, Michigan $541M AUM 18.86% 1-Year Est. Return

IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

DHK Financial Advisors's ESGV Position: Q2 2024 in Review

DHK Financial Advisors sold out of Vanguard ESG US Stock ETF (ESGV) in Q2 2024, closing a stake of 50,507 shares — an estimated $4.71M sold.

DHK Financial Advisors first reported a position in ESGV in Q4 2021 and held it in 10 quarters. The position peaked at $4.71M in Q1 2024. 496 funds tracked by Wall St. Rank hold ESGV as of Q2 2024.

DHK Financial Advisors reported no remaining Vanguard ESG US Stock ETF position as of Q2 2024 after selling out during the quarter.
DHK Financial Advisors sold 50,507 Vanguard ESG US Stock ETF shares in Q2 2024, an estimated $4.71M.
DHK Financial Advisors first reported a position in Vanguard ESG US Stock ETF in Q4 2021 and held it in 10 quarters.
DHK Financial Advisors's Vanguard ESG US Stock ETF position peaked at $4.71M in Q1 2024.
496 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2024.

Based on DHK Financial Advisors's 13F filing for Q2 2024, filed 9 Aug 2024.