United Capital Financial Advisors’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.25M	Buy	51,428 +679	+1%	+$56.8K	0.03%	387
2025 Q4	$4.25M	Buy	50,749 +635	+1%	+$53.4K	0.03%	377
2025 Q3	$4.22M	Sell	50,114 -936	-2%	-$77.9K	0.03%	330
2025 Q2	$4.23M	Sell	51,050 -2,738	-5%	-$222K	0.03%	309
2025 Q1	$4.4M	Sell	53,788 -865	-2%	-$70K	0.04%	293
2024 Q4	$4.39M	Sell	54,653 -324	-0.6%	-$26.4K	0.04%	279
2024 Q3	$4.6M	Sell	54,977 -2,651	-5%	-$218K	0.04%	278
2024 Q2	$4.61M	Buy	57,628 +11,998	+26%	+$953K	0.04%	274
2024 Q1	$3.67M	Sell	45,630 -2,716	-6%	-$218K	0.03%	326
2023 Q4	$3.93M	Sell	48,346 -40,086	-45%	-$3.1M	0.03%	319
2023 Q3	$6.72M	Sell	88,432 -39,334	-31%	-$3.06M	0.04%	268
2023 Q2	$10.1M	Sell	127,766 -10,941	-8%	-$869K	0.06%	232
2023 Q1	$11.1M	Sell	138,707 -14,410	-9%	-$1.14M	0.06%	224
2022 Q4	$11.9M	Sell	153,117 -20,594	-12%	-$1.58M	0.07%	230
2022 Q3	$13.1M	Sell	173,711 -11,236	-6%	-$900K	0.08%	209
2022 Q2	$14.8M	Sell	184,947 -18,551	-9%	-$1.51M	0.08%	206
2022 Q1	$17.5M	Sell	203,498 -19,602	-9%	-$1.74M	0.09%	203
2021 Q4	$20.7M	Sell	223,100 -12,370	-5%	-$1.16M	0.1%	194
2021 Q3	$22.2M	Sell	235,470 -5,280	-2%	-$504K	0.11%	178
2021 Q2	$22.9M	Sell	240,750 -15,700	-6%	-$1.48M	0.12%	180
2021 Q1	$23.9M	Sell	256,450 -21,248	-8%	-$2.02M	0.13%	164
2020 Q4	$27M	Sell	277,698 -16,947	-6%	-$1.63M	0.16%	138
2020 Q3	$28.2M	Sell	294,645 -18,522	-6%	-$1.78M	0.18%	118
2020 Q2	$29.8M	Sell	313,167 -35,986	-10%	-$3.31M	0.22%	103
2020 Q1	$30M	Buy	349,153 +254,430	+269%	+$23.1M	0.25%	90
2019 Q4	$8.65M	Buy	94,723 +19,946	+27%	+$1.82M	0.06%	326
2019 Q3	$6.82M	Buy	74,777 +69,384	+1,287%	+$6.29M	0.05%	344
2019 Q2	$485K	Sell	5,393 -1,127	-17%	-$98.6K	﹤0.01%	1061
2019 Q1	$566K	Buy	6,520 +128	+2%	+$10.8K	﹤0.01%	940
2018 Q4	$530K	Sell	6,392 -87,296	-93%	-$7.2M	﹤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%	-$519K	0.06%	343
2018 Q1	$8.36M	Buy	98,533 +9,731	+11%	+$832K	0.06%	326
2017 Q4	$7.76M	Buy	88,802 +846	+1%	+$74.2K	0.06%	335
2017 Q3	$7.74M	Buy	87,956 +106	+0.1%	+$9.32K	0.07%	321
2017 Q2	$7.69M	Buy	87,850 +3,585	+4%	+$313K	0.07%	314
2017 Q1	$7.28M	Sell	84,265 -17,938	-18%	-$1.54M	0.07%	314
2016 Q4	$8.76M	Sell	102,203 -110,346	-52%	-$9.6M	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%	+$2.1K	0.02%	590
2016 Q1	$1.68M	Buy	19,270 +1,059	+6%	+$89.9K	0.02%	574
2015 Q4	$1.53M	Sell	18,211 -2,881	-14%	-$245K	0.02%	594
2015 Q3	$1.8M	Buy	21,092 +5,408	+34%	+$459K	0.02%	547
2015 Q2	$1.34M	Sell	15,684 -127	-0.8%	-$11K	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%	+$2.96M	0.25%	104
2014 Q2	$11.5M	Buy	132,930 +97,899	+279%	+$8.4M	0.21%	118
2014 Q1	$2.98M	Buy	35,031 +28,741	+457%	+$2.42M	0.06%	292
2013 Q4	$520K	Sell	6,290 -239	-4%	-$20K	0.02%	428
2013 Q3	$545K	Sell	6,529 -6,355	-49%	-$527K	0.02%	427
2013 Q2	$1.07M	Buy	+12,884	New	+$1.12M	0.03%	396