DHK Financial Advisors’s Vanguard ESG US Corporate Bond ETF VCEB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-17,329
| Closed | -$1.09M | – | 96 |
|
|
2024
Q1 | $1.09M | Buy |
17,329
+75
| +0.4% | +$4.71K | 0.77% | 38 |
|
|
2023
Q4 | $1.07M | Buy |
17,254
+4,313
| +33% | +$269K | 0.81% | 34 |
|
|
2023
Q3 | $776K | Buy |
12,941
+105
| +0.8% | +$6.29K | 0.69% | 35 |
|
|
2023
Q2 | $796K | Buy |
12,836
+6,476
| +102% | +$401K | 0.68% | 38 |
|
|
2023
Q1 | $399K | Buy |
6,360
+727
| +13% | +$45.6K | 0.5% | 33 |
|
|
2022
Q4 | $342K | Buy |
5,633
+62
| +1% | +$3.76K | 0.48% | 28 |
|
|
2022
Q3 | $331K | Buy |
5,571
+775
| +16% | +$46K | 0.54% | 28 |
|
|
2022
Q2 | $302K | Buy |
4,796
+29
| +0.6% | +$1.83K | 0.29% | 39 |
|
|
2022
Q1 | $324K | Buy |
4,767
+15
| +0.3% | +$1.02K | 0.27% | 35 |
|
|
2021
Q4 | $349K | Buy |
+4,752
| New | +$349K | 0.33% | 32 |
|