United Capital Financial Advisors’s Vanguard Small-Cap ETF VB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27.4M | Buy |
115,757
+3,290
| +3% | +$780K | 0.22% | 96 |
|
|
2025
Q1 | $24.9M | Sell |
112,467
-570
| -0.5% | -$126K | 0.21% | 96 |
|
|
2024
Q4 | $27.2M | Sell |
113,037
-296
| -0.3% | -$71.1K | 0.23% | 91 |
|
|
2024
Q3 | $26.9M | Sell |
113,333
-1,114
| -1% | -$264K | 0.22% | 92 |
|
|
2024
Q2 | $25M | Buy |
114,447
+3,002
| +3% | +$655K | 0.21% | 92 |
|
|
2024
Q1 | $25.5M | Sell |
111,445
-3,587
| -3% | -$820K | 0.21% | 101 |
|
|
2023
Q4 | $24.5M | Sell |
115,032
-25,651
| -18% | -$5.47M | 0.2% | 107 |
|
|
2023
Q3 | $26.6M | Sell |
140,683
-20,706
| -13% | -$3.91M | 0.17% | 118 |
|
|
2023
Q2 | $32.1M | Sell |
161,389
-4,007
| -2% | -$797K | 0.18% | 113 |
|
|
2023
Q1 | $31.4M | Sell |
165,396
-17,158
| -9% | -$3.25M | 0.18% | 113 |
|
|
2022
Q4 | $33.5M | Sell |
182,554
-4,463
| -2% | -$819K | 0.19% | 110 |
|
|
2022
Q3 | $32M | Buy |
187,017
+5,977
| +3% | +$1.02M | 0.19% | 110 |
|
|
2022
Q2 | $31.9M | Sell |
181,040
-2,960
| -2% | -$521K | 0.18% | 119 |
|
|
2022
Q1 | $39.1M | Buy |
184,000
+750
| +0.4% | +$159K | 0.19% | 112 |
|
|
2021
Q4 | $41.4M | Buy |
183,250
+5,336
| +3% | +$1.21M | 0.19% | 112 |
|
|
2021
Q3 | $38.9M | Buy |
177,914
+1,675
| +1% | +$366K | 0.19% | 107 |
|
|
2021
Q2 | $39.7M | Buy |
176,239
+9,294
| +6% | +$2.09M | 0.2% | 107 |
|
|
2021
Q1 | $35.7M | Buy |
166,945
+19,437
| +13% | +$4.16M | 0.2% | 111 |
|
|
2020
Q4 | $28.7M | Sell |
147,508
-5,613
| -4% | -$1.09M | 0.17% | 130 |
|
|
2020
Q3 | $23.6M | Buy |
153,121
+7,193
| +5% | +$1.11M | 0.15% | 152 |
|
|
2020
Q2 | $21.3M | Buy |
145,928
+5,988
| +4% | +$873K | 0.15% | 146 |
|
|
2020
Q1 | $16.2M | Buy |
139,940
+3,690
| +3% | +$426K | 0.13% | 165 |
|
|
2019
Q4 | $22.5M | Buy |
136,250
+1,563
| +1% | +$258K | 0.15% | 166 |
|
|
2019
Q3 | $20.7M | Buy |
134,687
+11,188
| +9% | +$1.72M | 0.14% | 165 |
|
|
2019
Q2 | $19.3M | Buy |
123,499
+51,521
| +72% | +$8.07M | 0.13% | 174 |
|
|
2019
Q1 | $11M | Buy |
71,978
+6,377
| +10% | +$970K | 0.08% | 277 |
|
|
2018
Q4 | $8.66M | Sell |
65,601
-3,060
| -4% | -$404K | 0.07% | 273 |
|
|
2018
Q3 | $11.2M | Sell |
68,661
-1,101
| -2% | -$179K | 0.08% | 277 |
|
|
2018
Q2 | $10.9M | Sell |
69,762
-1,862
| -3% | -$290K | 0.08% | 286 |
|
|
2018
Q1 | $10.5M | Buy |
71,624
+192
| +0.3% | +$28.2K | 0.08% | 279 |
|
|
2017
Q4 | $10.6M | Sell |
71,432
-1,785
| -2% | -$265K | 0.08% | 287 |
|
|
2017
Q3 | $10.3M | Buy |
73,217
+1,216
| +2% | +$172K | 0.09% | 273 |
|
|
2017
Q2 | $9.76M | Buy |
72,001
+3,803
| +6% | +$515K | 0.09% | 269 |
|
|
2017
Q1 | $9.09M | Sell |
68,198
-10,568
| -13% | -$1.41M | 0.08% | 282 |
|
|
2016
Q4 | $10.2M | Buy |
78,766
+2,534
| +3% | +$327K | 0.1% | 251 |
|
|
2016
Q3 | $9.31M | Buy |
76,232
+42
| +0.1% | +$5.13K | 0.09% | 277 |
|
|
2016
Q2 | $8.84M | Sell |
76,190
-2,279
| -3% | -$264K | 0.09% | 266 |
|
|
2016
Q1 | $8.75M | Buy |
78,469
+1,642
| +2% | +$183K | 0.1% | 232 |
|
|
2015
Q4 | $8.5M | Buy |
76,827
+1,735
| +2% | +$192K | 0.1% | 237 |
|
|
2015
Q3 | $8.11M | Sell |
75,092
-10,479
| -12% | -$1.13M | 0.1% | 225 |
|
|
2015
Q2 | $10.4M | Sell |
85,571
-209
| -0.2% | -$25.4K | 0.12% | 206 |
|
|
2015
Q1 | $10.3M | Buy |
85,780
+37,744
| +79% | +$4.53M | 0.13% | 208 |
|
|
2014
Q4 | $5.6M | Sell |
48,036
-944
| -2% | -$110K | 0.08% | 240 |
|
|
2014
Q3 | $5.42M | Sell |
48,980
-1,539
| -3% | -$170K | 0.09% | 240 |
|
|
2014
Q2 | $5.92M | Sell |
50,519
-773
| -2% | -$90.5K | 0.11% | 212 |
|
|
2014
Q1 | $5.79M | Buy |
51,292
+16,055
| +46% | +$1.81M | 0.12% | 191 |
|
|
2013
Q4 | $3.87M | Sell |
35,237
-29,084
| -45% | -$3.2M | 0.13% | 167 |
|
|
2013
Q3 | $6.59M | Buy |
64,321
+59,443
| +1,219% | +$6.09M | 0.21% | 108 |
|
|
2013
Q2 | $457K | Buy |
+4,878
| New | +$457K | 0.01% | 523 |
|