United Capital Financial Advisors’s Vanguard Long-Term Corporate Bond ETF VCLT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$550K	Sell	7,385 -74	-1%	-$5.62K	﹤0.01%	1020
2025 Q4	$566K	Sell	7,459 -131	-2%	-$10.1K	﹤0.01%	919
2025 Q3	$589K	Hold	7,590	–	–	﹤0.01%	812
2025 Q2	$576K	Buy	7,590 +138	+2%	+$10.2K	﹤0.01%	744
2025 Q1	$566K	Hold	7,452	–	–	﹤0.01%	711
2024 Q4	$557K	Sell	7,452 -185	-2%	-$14.4K	﹤0.01%	703
2024 Q3	$620K	Sell	7,637 -118	-2%	-$9.33K	0.01%	674
2024 Q2	$588K	Hold	7,755	–	–	0.01%	664
2024 Q1	$607K	Sell	7,755 -734	-9%	-$57.2K	0.01%	688
2023 Q4	$680K	Sell	8,489 -8,602	-50%	-$633K	0.01%	648
2023 Q3	$1.22M	Buy	17,091 +177	+1%	+$13.3K	0.01%	480
2023 Q2	$1.33M	Sell	16,914 -7,933	-32%	-$620K	0.01%	495
2023 Q1	$1.98M	Buy	24,847 +10,683	+75%	+$843K	0.01%	451
2022 Q4	$1.07M	Buy	+14,164	New	+$1.06M	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%	-$506K	0.01%	635
2018 Q1	$2.27M	Sell	24,840 -140,595	-85%	-$12.9M	0.02%	557
2017 Q4	$15.8M	Buy	165,435 +54,917	+50%	+$5.2M	0.13%	199
2017 Q3	$10.4M	Buy	+110,518	New	+$10.3M	0.09%	272
2017 Q2	–	Sell	-18,256	Closed	-$1.64M	–	1308
2017 Q1	$1.64M	Sell	18,256 -1,987,237	-99%	-$178M	0.02%	612
2016 Q4	$179M	Buy	2,005,493 +1,895,514	+1,724%	+$172M	1.74%	9
2016 Q3	$10.5M	Buy	109,979 +34,980	+47%	+$3.34M	0.1%	238
2016 Q2	$7.13M	Buy	+74,999	New	+$6.84M	0.07%	310
2015 Q2	–	Sell	-225,169	Closed	-$20.7M	–	1314
2015 Q1	$20.7M	Buy	225,169 +50,188	+29%	+$4.73M	0.25%	97
2014 Q4	$16.2M	Buy	174,981 +20,266	+13%	+$1.85M	0.24%	101
2014 Q3	$13.8M	Buy	154,715 +33,143	+27%	+$2.99M	0.24%	107
2014 Q2	$11M	Buy	121,572 +92,748	+322%	+$8.26M	0.2%	127
2014 Q1	$2.52M	Buy	+28,824	New	+$2.46M	0.05%	322