United Capital Financial Advisors’s Vanguard Consumer Staples ETF VDC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $787K | Sell |
3,594
-141
| -4% | -$30.9K | 0.01% | 652 |
|
|
2025
Q1 | $817K | Buy |
3,735
+458
| +14% | +$100K | 0.01% | 607 |
|
|
2024
Q4 | $693K | Sell |
3,277
-336
| -9% | -$71K | 0.01% | 639 |
|
|
2024
Q3 | $789K | Sell |
3,613
-33
| -0.9% | -$7.21K | 0.01% | 599 |
|
|
2024
Q2 | $740K | Buy |
3,646
+206
| +6% | +$41.8K | 0.01% | 601 |
|
|
2024
Q1 | $702K | Buy |
3,440
+20
| +0.6% | +$4.08K | 0.01% | 643 |
|
|
2023
Q4 | $653K | Sell |
3,420
-518
| -13% | -$98.9K | 0.01% | 660 |
|
|
2023
Q3 | $719K | Sell |
3,938
-109
| -3% | -$19.9K | ﹤0.01% | 574 |
|
|
2023
Q2 | $787K | Sell |
4,047
-30
| -0.7% | -$5.83K | ﹤0.01% | 599 |
|
|
2023
Q1 | $789K | Sell |
4,077
-613
| -13% | -$119K | ﹤0.01% | 638 |
|
|
2022
Q4 | $899K | Buy |
4,690
+6
| +0.1% | +$1.15K | 0.01% | 631 |
|
|
2022
Q3 | $805K | Buy |
4,684
+465
| +11% | +$79.9K | ﹤0.01% | 660 |
|
|
2022
Q2 | $782K | Sell |
4,219
-183
| -4% | -$33.9K | ﹤0.01% | 679 |
|
|
2022
Q1 | $862K | Buy |
4,402
+75
| +2% | +$14.7K | ﹤0.01% | 695 |
|
|
2021
Q4 | $865K | Buy |
4,327
+171
| +4% | +$34.2K | ﹤0.01% | 712 |
|
|
2021
Q3 | $745K | Sell |
4,156
-475
| -10% | -$85.1K | ﹤0.01% | 750 |
|
|
2021
Q2 | $845K | Buy |
4,631
+174
| +4% | +$31.7K | ﹤0.01% | 732 |
|
|
2021
Q1 | $794K | Sell |
4,457
-201
| -4% | -$35.8K | ﹤0.01% | 727 |
|
|
2020
Q4 | $810K | Sell |
4,658
-2,698
| -37% | -$469K | ﹤0.01% | 729 |
|
|
2020
Q3 | $1.2M | Sell |
7,356
-167
| -2% | -$27.3K | 0.01% | 608 |
|
|
2020
Q2 | $1.13M | Sell |
7,523
-173
| -2% | -$25.9K | 0.01% | 626 |
|
|
2020
Q1 | $1.06M | Buy |
7,696
+620
| +9% | +$85.5K | 0.01% | 613 |
|
|
2019
Q4 | $1.14M | Buy |
7,076
+2,936
| +71% | +$473K | 0.01% | 724 |
|
|
2019
Q3 | $648K | Buy |
4,140
+568
| +16% | +$88.9K | ﹤0.01% | 862 |
|
|
2019
Q2 | $531K | Sell |
3,572
-69
| -2% | -$10.3K | ﹤0.01% | 1022 |
|
|
2019
Q1 | $529K | Buy |
3,641
+39
| +1% | +$5.67K | ﹤0.01% | 956 |
|
|
2018
Q4 | $472K | Sell |
3,602
-639
| -15% | -$83.7K | ﹤0.01% | 936 |
|
|
2018
Q3 | $594K | Sell |
4,241
-166
| -4% | -$23.3K | ﹤0.01% | 927 |
|
|
2018
Q2 | $592K | Sell |
4,407
-569
| -11% | -$76.4K | ﹤0.01% | 904 |
|
|
2018
Q1 | $677K | Buy |
4,976
+460
| +10% | +$62.6K | 0.01% | 875 |
|
|
2017
Q4 | $660K | Sell |
4,516
-319
| -7% | -$46.6K | 0.01% | 890 |
|
|
2017
Q3 | $670K | Sell |
4,835
-975
| -17% | -$135K | 0.01% | 883 |
|
|
2017
Q2 | $819K | Sell |
5,810
-1,864
| -24% | -$263K | 0.01% | 816 |
|
|
2017
Q1 | $1.08M | Sell |
7,674
-107
| -1% | -$15K | 0.01% | 727 |
|
|
2016
Q4 | $1.04M | Sell |
7,781
-357
| -4% | -$47.9K | 0.01% | 743 |
|
|
2016
Q3 | $1.11M | Buy |
8,138
+1,631
| +25% | +$223K | 0.01% | 745 |
|
|
2016
Q2 | $917K | Sell |
6,507
-63
| -1% | -$8.88K | 0.01% | 764 |
|
|
2016
Q1 | $889K | Sell |
6,570
-220
| -3% | -$29.8K | 0.01% | 721 |
|
|
2015
Q4 | $876K | Buy |
6,790
+3,192
| +89% | +$412K | 0.01% | 730 |
|
|
2015
Q3 | $436K | Buy |
3,598
+845
| +31% | +$102K | 0.01% | 932 |
|
|
2015
Q2 | $344K | Buy |
2,753
+611
| +29% | +$76.3K | ﹤0.01% | 1039 |
|
|
2015
Q1 | $269K | Buy |
+2,142
| New | +$269K | ﹤0.01% | 1101 |
|