United Capital Financial Advisors’s Vanguard Consumer Discretionary ETF VCR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $461K | Buy |
1,272
+300
| +31% | +$109K | ﹤0.01% | 799 |
|
|
2025
Q1 | $316K | Buy |
972
+2
| +0.2% | +$651 | ﹤0.01% | 867 |
|
|
2024
Q4 | $364K | Sell |
970
-7
| -0.7% | -$2.63K | ﹤0.01% | 818 |
|
|
2024
Q3 | $333K | Hold |
977
| – | – | ﹤0.01% | 838 |
|
|
2024
Q2 | $305K | Sell |
977
-225
| -19% | -$70.3K | ﹤0.01% | 834 |
|
|
2024
Q1 | $382K | Sell |
1,202
-400
| -25% | -$127K | ﹤0.01% | 797 |
|
|
2023
Q4 | $488K | Sell |
1,602
-812
| -34% | -$247K | ﹤0.01% | 731 |
|
|
2023
Q3 | $650K | Buy |
2,414
+400
| +20% | +$108K | ﹤0.01% | 591 |
|
|
2023
Q2 | $570K | Sell |
2,014
-181
| -8% | -$51.3K | ﹤0.01% | 659 |
|
|
2023
Q1 | $554K | Sell |
2,195
-437
| -17% | -$110K | ﹤0.01% | 704 |
|
|
2022
Q4 | $576K | Sell |
2,632
-305
| -10% | -$66.8K | ﹤0.01% | 731 |
|
|
2022
Q3 | $690K | Buy |
2,937
+282
| +11% | +$66.3K | ﹤0.01% | 688 |
|
|
2022
Q2 | $604K | Buy |
2,655
+110
| +4% | +$25K | ﹤0.01% | 754 |
|
|
2022
Q1 | $777K | Buy |
2,545
+47
| +2% | +$14.3K | ﹤0.01% | 719 |
|
|
2021
Q4 | $851K | Buy |
2,498
+3
| +0.1% | +$1.02K | ﹤0.01% | 719 |
|
|
2021
Q3 | $773K | Buy |
2,495
+179
| +8% | +$55.5K | ﹤0.01% | 739 |
|
|
2021
Q2 | $727K | Sell |
2,316
-9,621
| -81% | -$3.02M | ﹤0.01% | 774 |
|
|
2021
Q1 | $3.53M | Buy |
11,937
+9,756
| +447% | +$2.88M | 0.02% | 407 |
|
|
2020
Q4 | $600K | Sell |
2,181
-15
| -0.7% | -$4.13K | ﹤0.01% | 795 |
|
|
2020
Q3 | $515K | Buy |
2,196
+674
| +44% | +$158K | ﹤0.01% | 822 |
|
|
2020
Q2 | $304K | Sell |
1,522
-32
| -2% | -$6.39K | ﹤0.01% | 992 |
|
|
2020
Q1 | $226K | Buy |
1,554
+14
| +0.9% | +$2.04K | ﹤0.01% | 1031 |
|
|
2019
Q4 | $292K | Sell |
1,540
-364
| -19% | -$69K | ﹤0.01% | 1133 |
|
|
2019
Q3 | $343K | Buy |
1,904
+705
| +59% | +$127K | ﹤0.01% | 1035 |
|
|
2019
Q2 | $215K | Sell |
1,199
-91
| -7% | -$16.3K | ﹤0.01% | 1325 |
|
|
2019
Q1 | $222K | Sell |
1,290
-297
| -19% | -$51.1K | ﹤0.01% | 1216 |
|
|
2018
Q4 | $239K | Sell |
1,587
-45
| -3% | -$6.78K | ﹤0.01% | 1145 |
|
|
2018
Q3 | $295K | Buy |
1,632
+51
| +3% | +$9.22K | ﹤0.01% | 1117 |
|
|
2018
Q2 | $268K | Sell |
1,581
-241
| -13% | -$40.9K | ﹤0.01% | 1127 |
|
|
2018
Q1 | $289K | Buy |
1,822
+9
| +0.5% | +$1.43K | ﹤0.01% | 1108 |
|
|
2017
Q4 | $285K | Sell |
1,813
-404
| -18% | -$63.5K | ﹤0.01% | 1132 |
|
|
2017
Q3 | $318K | Sell |
2,217
-461
| -17% | -$66.1K | ﹤0.01% | 1097 |
|
|
2017
Q2 | $380K | Sell |
2,678
-186
| -6% | -$26.4K | ﹤0.01% | 1001 |
|
|
2017
Q1 | $397K | Sell |
2,864
-965
| -25% | -$134K | ﹤0.01% | 965 |
|
|
2016
Q4 | $493K | Sell |
3,829
-504
| -12% | -$64.9K | ﹤0.01% | 942 |
|
|
2016
Q3 | $545K | Buy |
4,333
+2,619
| +153% | +$329K | 0.01% | 942 |
|
|
2016
Q2 | $209K | Sell |
1,714
-20
| -1% | -$2.44K | ﹤0.01% | 1157 |
|
|
2016
Q1 | $215K | Buy |
+1,734
| New | +$215K | ﹤0.01% | 1106 |
|