United Capital Financial Advisors’s Hilton Grand Vacations HGV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$330K	Buy	+8,436	New	+$378K	﹤0.01%	1300
2019 Q2	–	Sell	-12,026	Closed	-$371K	–	1481
2019 Q1	$371K	Buy	12,026 +255	+2%	+$7.81K	﹤0.01%	1066
2018 Q4	$308K	Sell	11,771 -1,142	-9%	-$33.1K	﹤0.01%	1051
2018 Q3	$427K	Buy	12,913 +719	+6%	+$24K	﹤0.01%	999
2018 Q2	$423K	Buy	12,194 +3,733	+44%	+$151K	﹤0.01%	974
2018 Q1	$364K	Sell	8,461 -991	-10%	-$43.4K	﹤0.01%	1032
2017 Q4	$397K	Sell	9,452 -488	-5%	-$19.9K	﹤0.01%	1029
2017 Q3	$384K	Sell	9,940 -3,381	-25%	-$122K	﹤0.01%	1038
2017 Q2	$480K	Buy	13,321 +401	+3%	+$13.8K	﹤0.01%	931
2017 Q1	$370K	Buy	+12,920	New	+$369K	﹤0.01%	982