United Capital Financial Advisors’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.23M | Sell |
51,050
-2,738
| -5% | -$227K | 0.03% | 308 |
|
|
2025
Q1 | $4.4M | Sell |
53,788
-865
| -2% | -$70.7K | 0.04% | 292 |
|
|
2024
Q4 | $4.39M | Sell |
54,653
-324
| -0.6% | -$26K | 0.04% | 278 |
|
|
2024
Q3 | $4.6M | Sell |
54,977
-2,651
| -5% | -$222K | 0.04% | 278 |
|
|
2024
Q2 | $4.61M | Buy |
57,628
+11,998
| +26% | +$959K | 0.04% | 273 |
|
|
2024
Q1 | $3.67M | Sell |
45,630
-2,716
| -6% | -$219K | 0.03% | 325 |
|
|
2023
Q4 | $3.93M | Sell |
48,346
-40,086
| -45% | -$3.26M | 0.03% | 319 |
|
|
2023
Q3 | $6.72M | Sell |
88,432
-39,334
| -31% | -$2.99M | 0.04% | 268 |
|
|
2023
Q2 | $10.1M | Sell |
127,766
-10,941
| -8% | -$865K | 0.06% | 232 |
|
|
2023
Q1 | $11.1M | Sell |
138,707
-14,410
| -9% | -$1.16M | 0.06% | 224 |
|
|
2022
Q4 | $11.9M | Sell |
153,117
-20,594
| -12% | -$1.6M | 0.07% | 230 |
|
|
2022
Q3 | $13.1M | Sell |
173,711
-11,236
| -6% | -$850K | 0.08% | 209 |
|
|
2022
Q2 | $14.8M | Sell |
184,947
-18,551
| -9% | -$1.48M | 0.08% | 206 |
|
|
2022
Q1 | $17.5M | Sell |
203,498
-19,602
| -9% | -$1.69M | 0.09% | 203 |
|
|
2021
Q4 | $20.7M | Sell |
223,100
-12,370
| -5% | -$1.15M | 0.1% | 194 |
|
|
2021
Q3 | $22.2M | Sell |
235,470
-5,280
| -2% | -$498K | 0.11% | 178 |
|
|
2021
Q2 | $22.9M | Sell |
240,750
-15,700
| -6% | -$1.49M | 0.12% | 180 |
|
|
2021
Q1 | $23.9M | Sell |
256,450
-21,248
| -8% | -$1.98M | 0.13% | 164 |
|
|
2020
Q4 | $27M | Sell |
277,698
-16,947
| -6% | -$1.65M | 0.16% | 138 |
|
|
2020
Q3 | $28.2M | Sell |
294,645
-18,522
| -6% | -$1.77M | 0.18% | 118 |
|
|
2020
Q2 | $29.8M | Sell |
313,167
-35,986
| -10% | -$3.42M | 0.22% | 103 |
|
|
2020
Q1 | $30M | Buy |
349,153
+254,430
| +269% | +$21.9M | 0.25% | 90 |
|
|
2019
Q4 | $8.65M | Buy |
94,723
+19,946
| +27% | +$1.82M | 0.06% | 325 |
|
|
2019
Q3 | $6.82M | Buy |
74,777
+69,384
| +1,287% | +$6.33M | 0.05% | 343 |
|
|
2019
Q2 | $485K | Sell |
5,393
-1,127
| -17% | -$101K | ﹤0.01% | 1050 |
|
|
2019
Q1 | $566K | Buy |
6,520
+128
| +2% | +$11.1K | ﹤0.01% | 933 |
|
|
2018
Q4 | $530K | Sell |
6,392
-87,296
| -93% | -$7.24M | ﹤0.01% | 900 |
|
|
2018
Q3 | $7.83M | Buy |
93,688
+1,360
| +1% | +$114K | 0.06% | 347 |
|
|
2018
Q2 | $7.71M | Sell |
92,328
-6,205
| -6% | -$518K | 0.06% | 343 |
|
|
2018
Q1 | $8.36M | Buy |
98,533
+9,731
| +11% | +$826K | 0.06% | 326 |
|
|
2017
Q4 | $7.76M | Buy |
88,802
+846
| +1% | +$73.9K | 0.06% | 335 |
|
|
2017
Q3 | $7.74M | Buy |
87,956
+106
| +0.1% | +$9.33K | 0.07% | 321 |
|
|
2017
Q2 | $7.69M | Buy |
87,850
+3,585
| +4% | +$314K | 0.07% | 314 |
|
|
2017
Q1 | $7.28M | Sell |
84,265
-17,938
| -18% | -$1.55M | 0.07% | 314 |
|
|
2016
Q4 | $8.76M | Sell |
102,203
-110,346
| -52% | -$9.46M | 0.09% | 284 |
|
|
2016
Q3 | $19M | Buy |
212,549
+193,255
| +1,002% | +$17.3M | 0.18% | 126 |
|
|
2016
Q2 | $1.72M | Buy |
19,294
+24
| +0.1% | +$2.14K | 0.02% | 590 |
|
|
2016
Q1 | $1.68M | Buy |
19,270
+1,059
| +6% | +$92.1K | 0.02% | 574 |
|
|
2015
Q4 | $1.53M | Sell |
18,211
-2,881
| -14% | -$242K | 0.02% | 594 |
|
|
2015
Q3 | $1.8M | Buy |
21,092
+5,408
| +34% | +$462K | 0.02% | 547 |
|
|
2015
Q2 | $1.34M | Sell |
15,684
-127
| -0.8% | -$10.8K | 0.02% | 672 |
|
|
2015
Q1 | $1.38M | Sell |
15,811
-179,403
| -92% | -$15.7M | 0.02% | 656 |
|
|
2014
Q4 | $16.8M | Buy |
195,214
+27,963
| +17% | +$2.41M | 0.25% | 98 |
|
|
2014
Q3 | $14.3M | Buy |
167,251
+34,321
| +26% | +$2.94M | 0.25% | 104 |
|
|
2014
Q2 | $11.5M | Buy |
132,930
+97,899
| +279% | +$8.47M | 0.21% | 118 |
|
|
2014
Q1 | $2.98M | Buy |
35,031
+28,741
| +457% | +$2.44M | 0.06% | 292 |
|
|
2013
Q4 | $520K | Sell |
6,290
-239
| -4% | -$19.8K | 0.02% | 428 |
|
|
2013
Q3 | $545K | Sell |
6,529
-6,355
| -49% | -$530K | 0.02% | 427 |
|
|
2013
Q2 | $1.07M | Buy |
+12,884
| New | +$1.07M | 0.03% | 396 |
|