United Capital Financial Advisors’s Vanguard 0-3 Month Treasury Bill ETF VBIL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.34M Buy
57,476
+29,312
+104% +$2.21M 0.04% 300
2025
Q1
$2.12M Buy
+28,164
New +$2.12M 0.02% 414