United Capital Financial Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $346M | Sell |
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|
2025
Q1 | $385M | Sell |
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|
2024
Q4 | $399M | Buy |
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|
2024
Q3 | $406M | Sell |
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|
2024
Q2 | $401M | Sell |
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|
2024
Q1 | $405M | Sell |
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|
2023
Q4 | $415M | Sell |
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|
2023
Q3 | $741M | Sell |
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|
2023
Q2 | $864M | Buy |
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|
2023
Q1 | $835M | Buy |
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|
2022
Q4 | $783M | Buy |
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|
2022
Q3 | $729M | Buy |
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|
2022
Q2 | $62.4M | Buy |
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|
2022
Q1 | $61.4M | Buy |
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|
2021
Q4 | $59.5M | Buy |
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|
2021
Q3 | $56.1M | Buy |
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|
2021
Q2 | $47.5M | Sell |
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|
2021
Q1 | $53.6M | Sell |
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|
2020
Q4 | $55.5M | Buy |
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|
2020
Q3 | $47.8M | Buy |
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|
2020
Q2 | $24.5M | Buy |
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|
2020
Q1 | $22M | Sell |
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|
2019
Q4 | $21.6M | Buy |
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|
2019
Q3 | $19.9M | Buy |
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|
2019
Q2 | $16.1M | Buy |
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|
2019
Q1 | $8.46M | Buy |
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|
2018
Q4 | $3.09M | Buy |
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|
2018
Q3 | $3.05M | Sell |
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|
2018
Q2 | $3.15M | Buy |
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|
2018
Q1 | $3.04M | Sell |
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|
2017
Q4 | $4.28M | Sell |
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|
2017
Q3 | $8.02M | Buy |
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|
2017
Q2 | $7.64M | Sell |
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|
2017
Q1 | $8.1M | Sell |
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|
2016
Q4 | $8.76M | Sell |
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|
2016
Q3 | $11M | Sell |
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|
2016
Q2 | $11.8M | Sell |
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|
2016
Q1 | $12.3M | Sell |
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|
2015
Q4 | $14.9M | Sell |
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|
2015
Q3 | $17M | Buy |
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|
2015
Q2 | $15.9M | Buy |
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|
2015
Q1 | $12.2M | Buy |
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|
2014
Q4 | $2.52M | Sell |
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|
2014
Q3 | $2.55M | Sell |
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|
2014
Q2 | $2.83M | Sell |
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|
2014
Q1 | $5.08M | Buy |
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|
2013
Q4 | $4.29M | Buy |
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|
2013
Q3 | $2.76M | Sell |
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|
2013
Q2 | $4.25M | Buy |
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