United Capital Financial Advisors’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.6M | Sell |
145,886
-973
| -0.7% | -$77.4K | 0.09% | 169 |
|
|
2025
Q1 | $11.6M | Sell |
146,859
-699
| -0.5% | -$55.2K | 0.1% | 160 |
|
|
2024
Q4 | $11.5M | Sell |
147,558
-11,602
| -7% | -$905K | 0.1% | 162 |
|
|
2024
Q3 | $12.6M | Buy |
159,160
+1,426
| +0.9% | +$113K | 0.1% | 158 |
|
|
2024
Q2 | $12.2M | Buy |
157,734
+2,423
| +2% | +$187K | 0.1% | 161 |
|
|
2024
Q1 | $12M | Sell |
155,311
-4,823
| -3% | -$373K | 0.1% | 165 |
|
|
2023
Q4 | $12.4M | Buy |
160,134
+11,356
| +8% | +$879K | 0.1% | 164 |
|
|
2023
Q3 | $11.2M | Sell |
148,778
-15,652
| -10% | -$1.18M | 0.07% | 216 |
|
|
2023
Q2 | $12.4M | Sell |
164,430
-11,795
| -7% | -$892K | 0.07% | 214 |
|
|
2023
Q1 | $13.4M | Sell |
176,225
-80,041
| -31% | -$6.1M | 0.08% | 204 |
|
|
2022
Q4 | $19.3M | Sell |
256,266
-209,025
| -45% | -$15.7M | 0.11% | 174 |
|
|
2022
Q3 | $34.6M | Sell |
465,291
-121,156
| -21% | -$9M | 0.2% | 100 |
|
|
2022
Q2 | $44.7M | Sell |
586,447
-42,600
| -7% | -$3.25M | 0.25% | 81 |
|
|
2022
Q1 | $49.1M | Sell |
629,047
-29,020
| -4% | -$2.27M | 0.24% | 83 |
|
|
2021
Q4 | $53.5M | Sell |
658,067
-352,592
| -35% | -$28.7M | 0.25% | 85 |
|
|
2021
Q3 | $83.3M | Buy |
1,010,659
+156,453
| +18% | +$12.9M | 0.42% | 47 |
|
|
2021
Q2 | $70.7M | Buy |
854,206
+196,727
| +30% | +$16.3M | 0.36% | 58 |
|
|
2021
Q1 | $54.2M | Buy |
657,479
+380,326
| +137% | +$31.4M | 0.3% | 73 |
|
|
2020
Q4 | $23.1M | Sell |
277,153
-13,892
| -5% | -$1.16M | 0.14% | 163 |
|
|
2020
Q3 | $24.1M | Buy |
291,045
+53,874
| +23% | +$4.46M | 0.16% | 149 |
|
|
2020
Q2 | $19.6M | Sell |
237,171
-870
| -0.4% | -$71.9K | 0.14% | 156 |
|
|
2020
Q1 | $18.8M | Buy |
238,041
+3,890
| +2% | +$308K | 0.16% | 141 |
|
|
2019
Q4 | $19M | Buy |
234,151
+14,830
| +7% | +$1.2M | 0.12% | 203 |
|
|
2019
Q3 | $17.8M | Buy |
219,321
+57,528
| +36% | +$4.66M | 0.12% | 199 |
|
|
2019
Q2 | $13.1M | Sell |
161,793
-14,421
| -8% | -$1.16M | 0.09% | 249 |
|
|
2019
Q1 | $14.1M | Buy |
176,214
+13,706
| +8% | +$1.09M | 0.1% | 231 |
|
|
2018
Q4 | $12.7M | Buy |
162,508
+20,159
| +14% | +$1.57M | 0.1% | 219 |
|
|
2018
Q3 | $11.1M | Sell |
142,349
-2,245
| -2% | -$175K | 0.08% | 278 |
|
|
2018
Q2 | $11.3M | Sell |
144,594
-6,044
| -4% | -$472K | 0.08% | 277 |
|
|
2018
Q1 | $11.8M | Sell |
150,638
-55,518
| -27% | -$4.35M | 0.09% | 258 |
|
|
2017
Q4 | $16.3M | Sell |
206,156
-8,071
| -4% | -$640K | 0.13% | 187 |
|
|
2017
Q3 | $17.2M | Buy |
214,227
+40,127
| +23% | +$3.22M | 0.15% | 161 |
|
|
2017
Q2 | $13.9M | Buy |
174,100
+8,835
| +5% | +$707K | 0.12% | 188 |
|
|
2017
Q1 | $13.2M | Sell |
165,265
-20,284
| -11% | -$1.62M | 0.12% | 193 |
|
|
2016
Q4 | $14.7M | Sell |
185,549
-17,175
| -8% | -$1.36M | 0.14% | 162 |
|
|
2016
Q3 | $16.3M | Sell |
202,724
-11,581
| -5% | -$933K | 0.16% | 152 |
|
|
2016
Q2 | $17.4M | Buy |
214,305
+111
| +0.1% | +$8.99K | 0.18% | 126 |
|
|
2016
Q1 | $17.1M | Sell |
214,194
-21,720
| -9% | -$1.74M | 0.19% | 109 |
|
|
2015
Q4 | $18.6M | Sell |
235,914
-37,800
| -14% | -$2.99M | 0.21% | 93 |
|
|
2015
Q3 | $21.8M | Buy |
273,714
+23,547
| +9% | +$1.88M | 0.26% | 74 |
|
|
2015
Q2 | $19.9M | Buy |
250,167
+123,148
| +97% | +$9.8M | 0.23% | 100 |
|
|
2015
Q1 | $10.2M | Buy |
127,019
+8,180
| +7% | +$655K | 0.12% | 213 |
|
|
2014
Q4 | $9.46M | Buy |
118,839
+61,089
| +106% | +$4.86M | 0.14% | 168 |
|
|
2014
Q3 | $4.61M | Buy |
57,750
+20,814
| +56% | +$1.66M | 0.08% | 270 |
|
|
2014
Q2 | $2.97M | Buy |
36,936
+4,265
| +13% | +$343K | 0.06% | 327 |
|
|
2014
Q1 | $2.61M | Sell |
32,671
-207
| -0.6% | -$16.6K | 0.06% | 311 |
|
|
2013
Q4 | $2.62M | Sell |
32,878
-5,489
| -14% | -$438K | 0.09% | 207 |
|
|
2013
Q3 | $3.05M | Sell |
38,367
-20,638
| -35% | -$1.64M | 0.1% | 195 |
|
|
2013
Q2 | $4.67M | Buy |
+59,005
| New | +$4.67M | 0.12% | 198 |
|