United Capital Financial Advisors’s Vanguard Total Bond Market BND Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.01M | Buy |
13,679
+2,357
| +21% | +$174K | 0.01% | 586 |
|
|
2025
Q1 | $832K | Sell |
11,322
-4,560
| -29% | -$335K | 0.01% | 603 |
|
|
2024
Q4 | $1.14M | Buy |
15,882
+3,995
| +34% | +$287K | 0.01% | 518 |
|
|
2024
Q3 | $893K | Sell |
11,887
-1,043
| -8% | -$78.3K | 0.01% | 570 |
|
|
2024
Q2 | $932K | Sell |
12,930
-1,429
| -10% | -$103K | 0.01% | 539 |
|
|
2024
Q1 | $1.04M | Sell |
14,359
-16,096
| -53% | -$1.17M | 0.01% | 545 |
|
|
2023
Q4 | $2.24M | Sell |
30,455
-15,760
| -34% | -$1.16M | 0.02% | 396 |
|
|
2023
Q3 | $3.22M | Sell |
46,215
-1,103
| -2% | -$77K | 0.02% | 354 |
|
|
2023
Q2 | $3.44M | Sell |
47,318
-25,146
| -35% | -$1.83M | 0.02% | 361 |
|
|
2023
Q1 | $5.35M | Sell |
72,464
-396,818
| -85% | -$29.3M | 0.03% | 311 |
|
|
2022
Q4 | $33.7M | Buy |
469,282
+415,592
| +774% | +$29.9M | 0.19% | 109 |
|
|
2022
Q3 | $3.83M | Sell |
53,690
-108,644
| -67% | -$7.75M | 0.02% | 364 |
|
|
2022
Q2 | $12.2M | Buy |
162,334
+81,948
| +102% | +$6.17M | 0.07% | 233 |
|
|
2022
Q1 | $6.39M | Sell |
80,386
-8,165
| -9% | -$649K | 0.03% | 329 |
|
|
2021
Q4 | $7.51M | Buy |
88,551
+4,409
| +5% | +$374K | 0.03% | 317 |
|
|
2021
Q3 | $7.19M | Buy |
84,142
+8,281
| +11% | +$708K | 0.04% | 315 |
|
|
2021
Q2 | $6.52M | Sell |
75,861
-6,445
| -8% | -$554K | 0.03% | 341 |
|
|
2021
Q1 | $6.97M | Sell |
82,306
-4,747
| -5% | -$402K | 0.04% | 307 |
|
|
2020
Q4 | $7.68M | Buy |
87,053
+8,128
| +10% | +$717K | 0.05% | 285 |
|
|
2020
Q3 | $6.96M | Sell |
78,925
-2,331
| -3% | -$206K | 0.05% | 289 |
|
|
2020
Q2 | $7.18M | Sell |
81,256
-1,643
| -2% | -$145K | 0.05% | 300 |
|
|
2020
Q1 | $7.08M | Sell |
82,899
-2,585
| -3% | -$221K | 0.06% | 284 |
|
|
2019
Q4 | $7.17M | Buy |
85,484
+3,896
| +5% | +$327K | 0.05% | 355 |
|
|
2019
Q3 | $6.89M | Buy |
81,588
+632
| +0.8% | +$53.4K | 0.05% | 341 |
|
|
2019
Q2 | $6.73M | Buy |
80,956
+2,120
| +3% | +$176K | 0.04% | 362 |
|
|
2019
Q1 | $6.4M | Sell |
78,836
-3,885
| -5% | -$315K | 0.05% | 362 |
|
|
2018
Q4 | $6.55M | Buy |
82,721
+9,270
| +13% | +$734K | 0.05% | 323 |
|
|
2018
Q3 | $5.78M | Sell |
73,451
-11,306
| -13% | -$890K | 0.04% | 404 |
|
|
2018
Q2 | $6.71M | Buy |
84,757
+20,153
| +31% | +$1.6M | 0.05% | 363 |
|
|
2018
Q1 | $5.16M | Sell |
64,604
-8,038
| -11% | -$643K | 0.04% | 408 |
|
|
2017
Q4 | $5.93M | Buy |
72,642
+9,030
| +14% | +$737K | 0.05% | 380 |
|
|
2017
Q3 | $5.21M | Buy |
63,612
+1,952
| +3% | +$160K | 0.04% | 387 |
|
|
2017
Q2 | $5.05M | Buy |
61,660
+10,805
| +21% | +$884K | 0.05% | 376 |
|
|
2017
Q1 | $4.12M | Sell |
50,855
-4,054
| -7% | -$329K | 0.04% | 401 |
|
|
2016
Q4 | $4.44M | Buy |
54,909
+13,709
| +33% | +$1.11M | 0.04% | 385 |
|
|
2016
Q3 | $3.47M | Sell |
41,200
-198,253
| -83% | -$16.7M | 0.03% | 459 |
|
|
2016
Q2 | $20.1M | Buy |
239,453
+18,435
| +8% | +$1.55M | 0.2% | 104 |
|
|
2016
Q1 | $18.3M | Sell |
221,018
-43,352
| -16% | -$3.59M | 0.2% | 99 |
|
|
2015
Q4 | $21.4M | Sell |
264,370
-1,148,016
| -81% | -$92.7M | 0.25% | 82 |
|
|
2015
Q3 | $116M | Buy |
1,412,386
+683,512
| +94% | +$56M | 1.39% | 8 |
|
|
2015
Q2 | $59.2M | Buy |
728,874
+289,891
| +66% | +$23.6M | 0.69% | 23 |
|
|
2015
Q1 | $36.4M | Sell |
438,983
-192,195
| -30% | -$15.9M | 0.44% | 42 |
|
|
2014
Q4 | $52M | Sell |
631,178
-9,298
| -1% | -$766K | 0.78% | 20 |
|
|
2014
Q3 | $52.5M | Buy |
640,476
+85,739
| +15% | +$7.02M | 0.91% | 15 |
|
|
2014
Q2 | $45.6M | Sell |
554,737
-69,566
| -11% | -$5.72M | 0.85% | 19 |
|
|
2014
Q1 | $50.7M | Buy |
624,303
+611,609
| +4,818% | +$49.7M | 1.08% | 16 |
|
|
2013
Q4 | $1.02M | Sell |
12,694
-269,410
| -96% | -$21.6M | 0.03% | 327 |
|
|
2013
Q3 | $22.8M | Buy |
282,104
+31,552
| +13% | +$2.55M | 0.73% | 31 |
|
|
2013
Q2 | $20.3M | Buy |
+250,552
| New | +$20.3M | 0.54% | 46 |
|