DHK Financial Advisors’s Vanguard ESG US Corporate Bond ETF VCEB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-17,329	Closed	-$1.09M	–	96
2024 Q1	$1.09M	Buy	17,329 +75	+0.4%	+$4.7K	0.77%	38
2023 Q4	$1.07M	Buy	17,254 +4,313	+33%	+$261K	0.81%	34
2023 Q3	$776K	Buy	12,941 +105	+0.8%	+$6.39K	0.69%	35
2023 Q2	$796K	Buy	12,836 +6,476	+102%	+$402K	0.68%	38
2023 Q1	$399K	Buy	6,360 +727	+13%	+$45.1K	0.5%	33
2022 Q4	$342K	Buy	5,633 +62	+1%	+$3.74K	0.48%	28
2022 Q3	$331K	Buy	5,571 +775	+16%	+$48.8K	0.54%	28
2022 Q2	$302K	Buy	4,796 +29	+0.6%	+$1.86K	0.29%	39
2022 Q1	$324K	Buy	4,767 +15	+0.3%	+$1.05K	0.27%	35
2021 Q4	$349K	Buy	+4,752	New	+$350K	0.33%	32

Other funds holding VCEB

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

BBVA

Banco Bilbao Vizcaya Argentaria Madrid, Spain $14.3B AUM 26.23% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SAG

SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return

DeDora Capital Napa, California $460M AUM 25.48% 1-Year Est. Return

HDIM

Hanson & Doremus Investment Management Burlington, Vermont $869M AUM 23.62% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

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

DHK Financial Advisors sold out of Vanguard ESG US Corporate Bond ETF (VCEB) in Q2 2024, closing a stake of 17,329 shares — an estimated $1.09M sold.

DHK Financial Advisors first reported a position in VCEB in Q4 2021 and held it in 10 quarters. The position peaked at $1.09M in Q1 2024. 75 funds tracked by Wall St. Rank hold VCEB as of Q2 2024.

DHK Financial Advisors reported no remaining Vanguard ESG US Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
DHK Financial Advisors sold 17,329 Vanguard ESG US Corporate Bond ETF shares in Q2 2024, an estimated $1.09M.
DHK Financial Advisors first reported a position in Vanguard ESG US Corporate Bond ETF in Q4 2021 and held it in 10 quarters.
DHK Financial Advisors's Vanguard ESG US Corporate Bond ETF position peaked at $1.09M in Q1 2024.
75 funds tracked by Wall St. Rank held Vanguard ESG US Corporate Bond ETF as of Q2 2024.

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