United Capital Financial Advisors’s Virginia National Bankshares VABK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-6,912
| Closed | -$210K | – | 1121 |
|
|
2023
Q3 | $210K | Hold |
6,912
| – | – | ﹤0.01% | 793 |
|
|
2023
Q2 | $222K | Hold |
6,912
| – | – | ﹤0.01% | 830 |
|
|
2023
Q1 | $249K | Sell |
6,912
-749
| -10% | -$26.9K | ﹤0.01% | 864 |
|
|
2022
Q4 | $281K | Hold |
7,661
| – | – | ﹤0.01% | 897 |
|
|
2022
Q3 | $249K | Hold |
7,661
| – | – | ﹤0.01% | 963 |
|
|
2022
Q2 | $241K | Hold |
7,661
| – | – | ﹤0.01% | 1000 |
|
|
2022
Q1 | $264K | Hold |
7,661
| – | – | ﹤0.01% | 1023 |
|
|
2021
Q4 | $290K | Hold |
7,661
| – | – | ﹤0.01% | 1034 |
|
|
2021
Q3 | $277K | Hold |
7,661
| – | – | ﹤0.01% | 1038 |
|
|
2021
Q2 | $298K | Buy |
+7,661
| New | +$298K | ﹤0.01% | 1019 |
|