United Capital Financial Advisors’s Vanguard Long-Term Corporate Bond ETF VCLT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $576K | Buy |
7,590
+138
| +2% | +$10.5K | ﹤0.01% | 735 |
|
|
2025
Q1 | $566K | Hold |
7,452
| – | – | ﹤0.01% | 703 |
|
|
2024
Q4 | $557K | Sell |
7,452
-185
| -2% | -$13.8K | ﹤0.01% | 696 |
|
|
2024
Q3 | $620K | Sell |
7,637
-118
| -2% | -$9.59K | 0.01% | 674 |
|
|
2024
Q2 | $588K | Hold |
7,755
| – | – | 0.01% | 658 |
|
|
2024
Q1 | $607K | Sell |
7,755
-734
| -9% | -$57.4K | 0.01% | 682 |
|
|
2023
Q4 | $680K | Sell |
8,489
-8,602
| -50% | -$689K | 0.01% | 647 |
|
|
2023
Q3 | $1.22M | Buy |
17,091
+177
| +1% | +$12.7K | 0.01% | 480 |
|
|
2023
Q2 | $1.33M | Sell |
16,914
-7,933
| -32% | -$623K | 0.01% | 495 |
|
|
2023
Q1 | $1.98M | Buy |
24,847
+10,683
| +75% | +$852K | 0.01% | 450 |
|
|
2022
Q4 | $1.07M | Buy |
+14,164
| New | +$1.07M | 0.01% | 595 |
|
|
2018
Q4 | – | Sell |
-4,839
| Closed | -$426K | – | 1369 |
|
|
2018
Q3 | $426K | Sell |
4,839
-14,287
| -75% | -$1.26M | ﹤0.01% | 1000 |
|
|
2018
Q2 | $1.68M | Sell |
19,126
-5,714
| -23% | -$500K | 0.01% | 635 |
|
|
2018
Q1 | $2.27M | Sell |
24,840
-140,595
| -85% | -$12.8M | 0.02% | 557 |
|
|
2017
Q4 | $15.8M | Buy |
165,435
+54,917
| +50% | +$5.26M | 0.13% | 199 |
|
|
2017
Q3 | $10.4M | Buy |
+110,518
| New | +$10.4M | 0.09% | 272 |
|
|
2017
Q2 | – | Sell |
-18,256
| Closed | -$1.64M | – | 1308 |
|
|
2017
Q1 | $1.64M | Sell |
18,256
-1,987,237
| -99% | -$179M | 0.02% | 612 |
|
|
2016
Q4 | $179M | Buy |
2,005,493
+1,895,514
| +1,724% | +$169M | 1.74% | 9 |
|
|
2016
Q3 | $10.5M | Buy |
109,979
+34,980
| +47% | +$3.35M | 0.1% | 238 |
|
|
2016
Q2 | $7.13M | Buy |
+74,999
| New | +$7.13M | 0.07% | 310 |
|
|
2015
Q2 | – | Sell |
-225,169
| Closed | -$20.7M | – | 1314 |
|
|
2015
Q1 | $20.7M | Buy |
225,169
+50,188
| +29% | +$4.61M | 0.25% | 97 |
|
|
2014
Q4 | $16.2M | Buy |
174,981
+20,266
| +13% | +$1.87M | 0.24% | 101 |
|
|
2014
Q3 | $13.9M | Buy |
154,715
+33,143
| +27% | +$2.97M | 0.24% | 107 |
|
|
2014
Q2 | $11M | Buy |
121,572
+92,748
| +322% | +$8.37M | 0.2% | 127 |
|
|
2014
Q1 | $2.52M | Buy |
+28,824
| New | +$2.52M | 0.05% | 322 |
|