DHK Financial Advisors, Inc. VT Holdings History
DHK Financial Advisors, Inc.'s Vanguard Total World Stock ETF Holding Summary
As of 2025-03-31, DHK Financial Advisors, Inc. held 121,964.00 shares of Vanguard Total World Stock ETF(VT), totaling $14.14 Mil. This investment constitutes 7.76% of their stock portfolio, and DHK Financial Advisors, Inc. now holds 0.03% of the outstanding Vanguard Total World Stock ETF(VT) stock.
The initial trade took place in 2022Q1. And since then DHK Financial Advisors, Inc. has made 7 purchases of VT, at an average price of $97.03, for a total of 217,888.00 shares. In addition, there have been 6 sales at an average price of $101.29 for 95,924.00 shares. Based on historical transaction data and VT's current price of $129.79, DHK Financial Advisors, Inc.'s estimated gain on his VT holdings is $4.40 Mil, reflecting a 20.83% gain to date.
DHK Financial Advisors, Inc. VT ($129.79) Holding Chart
DHK Financial Advisors, Inc. VT ($129.79) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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