United Capital Financial Advisors’s Vail Resorts MTN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$239K	Buy	+1,860	New	+$254K	﹤0.01%	1475
2023 Q1	–	Sell	-1,040	Closed	-$248K	–	1032
2022 Q4	$248K	Buy	1,040 +13	+1%	+$3.05K	﹤0.01%	929
2022 Q3	$221K	Sell	1,027 -20	-2%	-$4.55K	﹤0.01%	985
2022 Q2	$228K	Sell	1,047 -1,624	-61%	-$397K	﹤0.01%	1016
2022 Q1	$695K	Buy	2,671 +24	+0.9%	+$6.53K	﹤0.01%	759
2021 Q4	$868K	Sell	2,647 -24	-0.9%	-$8.18K	﹤0.01%	711
2021 Q3	$892K	Buy	2,671 +594	+29%	+$183K	﹤0.01%	704
2021 Q2	$657K	Sell	2,077 -12	-0.6%	-$3.82K	﹤0.01%	803
2021 Q1	$609K	Sell	2,089 -2	-0.1%	-$582	﹤0.01%	797
2020 Q4	$583K	Sell	2,091 -63	-3%	-$16.3K	﹤0.01%	811
2020 Q3	$461K	Sell	2,154 -31	-1%	-$6.39K	﹤0.01%	849
2020 Q2	$398K	Buy	2,185 +54	+3%	+$9.45K	﹤0.01%	938
2020 Q1	$315K	Sell	2,131 -165	-7%	-$35.5K	﹤0.01%	958
2019 Q4	$551K	Sell	2,296 -28,898	-93%	-$6.84M	﹤0.01%	962
2019 Q3	$7.1M	Buy	+31,194	New	+$7.36M	0.05%	335
2019 Q1	–	Sell	-1,772	Closed	-$374K	–	1385
2018 Q4	$374K	Sell	1,772 -166	-9%	-$41.1K	﹤0.01%	999
2018 Q3	$532K	Sell	1,938 -44	-2%	-$12.7K	﹤0.01%	956
2018 Q2	$543K	Sell	1,982 -124	-6%	-$30.4K	﹤0.01%	926
2018 Q1	$467K	Buy	+2,106	New	+$461K	﹤0.01%	978
2016 Q1	–	Sell	-2,756	Closed	-$353K	–	1249
2015 Q4	$353K	Sell	2,756 -773	-22%	-$90.9K	﹤0.01%	974
2015 Q3	$369K	Sell	3,529 -94	-3%	-$10.2K	﹤0.01%	990
2015 Q2	$396K	Buy	+3,623	New	+$379K	﹤0.01%	998
2015 Q1	–	Sell	-5,233	Closed	-$477K	–	1258
2014 Q4	$477K	Sell	5,233 -235	-4%	-$20.4K	0.01%	839
2014 Q3	$474K	Buy	+5,468	New	+$434K	0.01%	807