United Capital Financial Advisors’s Vanguard Energy ETF VDE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $488K | Sell |
4,095
-176
| -4% | -$21K | ﹤0.01% | 782 |
|
|
2025
Q1 | $554K | Sell |
4,271
-1,101
| -20% | -$143K | ﹤0.01% | 710 |
|
|
2024
Q4 | $652K | Buy |
5,372
+256
| +5% | +$31.1K | 0.01% | 656 |
|
|
2024
Q3 | $627K | Buy |
5,116
+347
| +7% | +$42.5K | 0.01% | 671 |
|
|
2024
Q2 | $608K | Sell |
4,769
-285
| -6% | -$36.4K | 0.01% | 649 |
|
|
2024
Q1 | $666K | Buy |
5,054
+7
| +0.1% | +$922 | 0.01% | 654 |
|
|
2023
Q4 | $592K | Sell |
5,047
-601
| -11% | -$70.5K | ﹤0.01% | 683 |
|
|
2023
Q3 | $716K | Sell |
5,648
-502
| -8% | -$63.6K | ﹤0.01% | 575 |
|
|
2023
Q2 | $694K | Buy |
6,150
+114
| +2% | +$12.9K | ﹤0.01% | 626 |
|
|
2023
Q1 | $689K | Sell |
6,036
-2,078
| -26% | -$237K | ﹤0.01% | 660 |
|
|
2022
Q4 | $984K | Buy |
8,114
+38
| +0.5% | +$4.61K | 0.01% | 610 |
|
|
2022
Q3 | $820K | Buy |
8,076
+2,181
| +37% | +$221K | ﹤0.01% | 653 |
|
|
2022
Q2 | $586K | Sell |
5,895
-78
| -1% | -$7.75K | ﹤0.01% | 759 |
|
|
2022
Q1 | $639K | Sell |
5,973
-132
| -2% | -$14.1K | ﹤0.01% | 776 |
|
|
2021
Q4 | $474K | Buy |
6,105
+190
| +3% | +$14.8K | ﹤0.01% | 874 |
|
|
2021
Q3 | $437K | Buy |
5,915
+141
| +2% | +$10.4K | ﹤0.01% | 893 |
|
|
2021
Q2 | $438K | Buy |
5,774
+725
| +14% | +$55K | ﹤0.01% | 896 |
|
|
2021
Q1 | $343K | Buy |
5,049
+21
| +0.4% | +$1.43K | ﹤0.01% | 951 |
|
|
2020
Q4 | $261K | Sell |
5,028
-2,065
| -29% | -$107K | ﹤0.01% | 1042 |
|
|
2020
Q3 | $286K | Sell |
7,093
-12,454
| -64% | -$502K | ﹤0.01% | 966 |
|
|
2020
Q2 | $983K | Buy |
19,547
+837
| +4% | +$42.1K | 0.01% | 666 |
|
|
2020
Q1 | $715K | Buy |
18,710
+542
| +3% | +$20.7K | 0.01% | 703 |
|
|
2019
Q4 | $1.48M | Sell |
18,168
-2,895
| -14% | -$236K | 0.01% | 659 |
|
|
2019
Q3 | $1.64M | Buy |
21,063
+2,107
| +11% | +$164K | 0.01% | 625 |
|
|
2019
Q2 | $1.61M | Sell |
18,956
-98
| -0.5% | -$8.33K | 0.01% | 673 |
|
|
2019
Q1 | $1.7M | Sell |
19,054
-175
| -0.9% | -$15.7K | 0.01% | 634 |
|
|
2018
Q4 | $1.48M | Sell |
19,229
-2,967
| -13% | -$229K | 0.01% | 625 |
|
|
2018
Q3 | $2.33M | Sell |
22,196
-1,013
| -4% | -$106K | 0.02% | 574 |
|
|
2018
Q2 | $2.44M | Sell |
23,209
-2,338
| -9% | -$246K | 0.02% | 545 |
|
|
2018
Q1 | $2.36M | Sell |
25,547
-1,705
| -6% | -$158K | 0.02% | 547 |
|
|
2017
Q4 | $2.7M | Buy |
27,252
+14,406
| +112% | +$1.43M | 0.02% | 523 |
|
|
2017
Q3 | $1.2M | Sell |
12,846
-970
| -7% | -$90.8K | 0.01% | 720 |
|
|
2017
Q2 | $1.22M | Sell |
13,816
-6,039
| -30% | -$535K | 0.01% | 710 |
|
|
2017
Q1 | $1.92M | Sell |
19,855
-1,290
| -6% | -$125K | 0.02% | 579 |
|
|
2016
Q4 | $2.21M | Sell |
21,145
-216
| -1% | -$22.6K | 0.02% | 541 |
|
|
2016
Q3 | $2.09M | Buy |
21,361
+1,136
| +6% | +$111K | 0.02% | 576 |
|
|
2016
Q2 | $1.92M | Sell |
20,225
-1,098
| -5% | -$104K | 0.02% | 560 |
|
|
2016
Q1 | $1.83M | Sell |
21,323
-59,278
| -74% | -$5.09M | 0.02% | 553 |
|
|
2015
Q4 | $6.7M | Buy |
80,601
+70,521
| +700% | +$5.86M | 0.08% | 278 |
|
|
2015
Q3 | $854K | Sell |
10,080
-5,047
| -33% | -$428K | 0.01% | 736 |
|
|
2015
Q2 | $1.62M | Buy |
15,127
+294
| +2% | +$31.4K | 0.02% | 620 |
|
|
2015
Q1 | $1.74M | Sell |
14,833
-2,663
| -15% | -$311K | 0.02% | 598 |
|
|
2014
Q4 | $1.95M | Sell |
17,496
-1,594
| -8% | -$178K | 0.03% | 478 |
|
|
2014
Q3 | $2.5M | Sell |
19,090
-2,000
| -9% | -$262K | 0.04% | 389 |
|
|
2014
Q2 | $3.04M | Sell |
21,090
-3,091
| -13% | -$445K | 0.06% | 321 |
|
|
2014
Q1 | $3.11M | Sell |
24,181
-1,359
| -5% | -$175K | 0.07% | 287 |
|
|
2013
Q4 | $3.23M | Sell |
25,540
-22,071
| -46% | -$2.79M | 0.11% | 183 |
|
|
2013
Q3 | $5.68M | Buy |
+47,611
| New | +$5.68M | 0.18% | 126 |
|