United Capital Financial Advisors’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

United Capital Financial Advisors’s Portfolio VBK Stock Details VBK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$43.2M	Sell	142,837 -5,906	-4%	-$1.86M	0.27%	73
2025 Q4	$44.9M	Sell	148,743 -3,274	-2%	-$988K	0.27%	75
2025 Q3	$45.2M	Sell	152,017 -1,757	-1%	-$507K	0.33%	65
2025 Q2	$42.6M	Sell	153,774 -2,809	-2%	-$723K	0.34%	66
2025 Q1	$39.4M	Sell	156,583 -3,119	-2%	-$864K	0.34%	65
2024 Q4	$44.7M	Sell	159,702 -2,569	-2%	-$726K	0.38%	60
2024 Q3	$43.4M	Buy	162,271 +4,014	+3%	+$1.03M	0.36%	60
2024 Q2	$39.6M	Sell	158,257 -2,849	-2%	-$711K	0.34%	59
2024 Q1	$42M	Sell	161,106 -5,568	-3%	-$1.37M	0.35%	64
2023 Q4	$40.3M	Sell	166,674 -52,925	-24%	-$11.5M	0.33%	67
2023 Q3	$47M	Sell	219,599 -61,239	-22%	-$13.9M	0.31%	70
2023 Q2	$64.5M	Sell	280,838 -11,886	-4%	-$2.59M	0.35%	56
2023 Q1	$63.3M	Sell	292,724 -9,410	-3%	-$2.03M	0.35%	56
2022 Q4	$60.6M	Sell	302,134 -11,695	-4%	-$2.39M	0.34%	64
2022 Q3	$61.2M	Buy	313,829 +7,985	+3%	+$1.71M	0.36%	53
2022 Q2	$60.3M	Buy	305,844 +1,897	+0.6%	+$411K	0.33%	66
2022 Q1	$75.4M	Buy	303,947 +1,222	+0.4%	+$301K	0.37%	54
2021 Q4	$85.3M	Sell	302,725 -2,614	-0.9%	-$750K	0.39%	49
2021 Q3	$85.5M	Sell	305,339 -3,146	-1%	-$901K	0.43%	45
2021 Q2	$89.4M	Buy	308,485 +1,883	+0.6%	+$527K	0.45%	44
2021 Q1	$84.2M	Sell	306,602 -7,582	-2%	-$2.14M	0.47%	43
2020 Q4	$84.1M	Sell	314,184 -45,014	-13%	-$10.9M	0.51%	38
2020 Q3	$77.2M	Sell	359,198 -9,494	-3%	-$2.01M	0.5%	36
2020 Q2	$73.6M	Sell	368,692 -11,065	-3%	-$2M	0.54%	33
2020 Q1	$57.1M	Buy	379,757 +26,086	+7%	+$4.84M	0.47%	45
2019 Q4	$70.3M	Sell	353,671 -1,521	-0.4%	-$289K	0.45%	41
2019 Q3	$64.7M	Buy	355,192 +81	+0%	+$15.1K	0.45%	41
2019 Q2	$66.1M	Buy	355,111 +5,299	+2%	+$964K	0.43%	46
2019 Q1	$62.9M	Buy	349,812 +317	+0.1%	+$54.4K	0.44%	44
2018 Q4	$52.6M	Sell	349,495 -2,239	-0.6%	-$369K	0.42%	52
2018 Q3	$65.9M	Buy	351,734 +102	+0%	+$18.8K	0.46%	42
2018 Q2	$61.8M	Buy	351,632 +797	+0.2%	+$137K	0.46%	40
2018 Q1	$57.5M	Buy	350,835 +34,090	+11%	+$5.62M	0.44%	42
2017 Q4	$51.3M	Sell	316,745 -1,494	-0.5%	-$235K	0.4%	48
2017 Q3	$48.6M	Buy	318,239 +2,325	+0.7%	+$342K	0.41%	48
2017 Q2	$46M	Buy	315,914 +12,261	+4%	+$1.76M	0.41%	47
2017 Q1	$42.7M	Buy	303,653 +12,391	+4%	+$1.72M	0.4%	53
2016 Q4	$38.8M	Buy	291,262 +10,987	+4%	+$1.44M	0.38%	53
2016 Q3	$36.9M	Buy	280,275 +14,490	+5%	+$1.89M	0.36%	57
2016 Q2	$33M	Buy	265,785 +10,316	+4%	+$1.25M	0.34%	55
2016 Q1	$30.4M	Buy	255,469 +45,032	+21%	+$5.01M	0.34%	56
2015 Q4	$25.6M	Buy	210,437 +19,509	+10%	+$2.41M	0.29%	63
2015 Q3	$22.5M	Buy	190,928 +30,170	+19%	+$3.9M	0.27%	72
2015 Q2	$21.6M	Buy	160,758 +28,034	+21%	+$3.78M	0.25%	94
2015 Q1	$17.4M	Buy	132,724 +22,179	+20%	+$2.87M	0.21%	119
2014 Q4	$13.9M	Buy	110,545 +64,563	+140%	+$7.93M	0.21%	119
2014 Q3	$5.53M	Buy	45,982 +7,741	+20%	+$960K	0.1%	236
2014 Q2	$4.87M	Buy	38,241 +5,529	+17%	+$671K	0.09%	245
2014 Q1	$4.06M	Buy	32,712 +3,884	+13%	+$481K	0.09%	233
2013 Q4	$3.53M	Buy	28,828 +2,240	+8%	+$264K	0.12%	173
2013 Q3	$3.04M	Sell	26,588 -42,021	-61%	-$4.64M	0.1%	197
2013 Q2	$7.06M	Buy	+68,609	New	+$6.94M	0.19%	137