United Capital Financial Advisors’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $22.6M | Sell |
396,543
-5,806
| -1% | -$331K | 0.18% | 106 |
|
2025
Q1 | $20.5M | Sell |
402,349
-3,202
| -0.8% | -$163K | 0.18% | 111 |
|
2024
Q4 | $19.4M | Buy |
405,551
+2,910
| +0.7% | +$139K | 0.16% | 113 |
|
2024
Q3 | $21.3M | Buy |
402,641
+9,762
| +2% | +$516K | 0.18% | 114 |
|
2024
Q2 | $19.4M | Buy |
392,879
+27,466
| +8% | +$1.36M | 0.17% | 121 |
|
2024
Q1 | $18.3M | Sell |
365,413
-15,372
| -4% | -$771K | 0.15% | 133 |
|
2023
Q4 | $18.2M | Sell |
380,785
-244,311
| -39% | -$11.7M | 0.15% | 136 |
|
2023
Q3 | $27.3M | Sell |
625,096
-414,008
| -40% | -$18.1M | 0.18% | 111 |
|
2023
Q2 | $48M | Sell |
1,039,104
-26,192
| -2% | -$1.21M | 0.26% | 78 |
|
2023
Q1 | $48.1M | Sell |
1,065,296
-7,974
| -0.7% | -$360K | 0.27% | 77 |
|
2022
Q4 | $45M | Buy |
1,073,270
+17,148
| +2% | +$720K | 0.25% | 83 |
|
2022
Q3 | $38.4M | Sell |
1,056,122
-3,156
| -0.3% | -$115K | 0.23% | 89 |
|
2022
Q2 | $43.2M | Sell |
1,059,278
-30,649
| -3% | -$1.25M | 0.24% | 87 |
|
2022
Q1 | $52.3M | Sell |
1,089,927
-40,849
| -4% | -$1.96M | 0.25% | 78 |
|
2021
Q4 | $57.7M | Sell |
1,130,776
-5,465
| -0.5% | -$279K | 0.27% | 77 |
|
2021
Q3 | $57.4M | Sell |
1,136,241
-28,522
| -2% | -$1.44M | 0.29% | 70 |
|
2021
Q2 | $60M | Buy |
1,164,763
+31,957
| +3% | +$1.65M | 0.3% | 69 |
|
2021
Q1 | $55.6M | Sell |
1,132,806
-3,918
| -0.3% | -$192K | 0.31% | 69 |
|
2020
Q4 | $53.7M | Sell |
1,136,724
-77,396
| -6% | -$3.65M | 0.32% | 72 |
|
2020
Q3 | $49.7M | Sell |
1,214,120
-19,697
| -2% | -$806K | 0.32% | 71 |
|
2020
Q2 | $47.9M | Sell |
1,233,817
-69,663
| -5% | -$2.7M | 0.35% | 70 |
|
2020
Q1 | $43.5M | Sell |
1,303,480
-34,479
| -3% | -$1.15M | 0.36% | 63 |
|
2019
Q4 | $59M | Sell |
1,337,959
-36,006
| -3% | -$1.59M | 0.38% | 53 |
|
2019
Q3 | $56.4M | Sell |
1,373,965
-169,298
| -11% | -$6.95M | 0.39% | 49 |
|
2019
Q2 | $64.4M | Buy |
1,543,263
+99,460
| +7% | +$4.15M | 0.42% | 49 |
|
2019
Q1 | $59M | Sell |
1,443,803
-93,298
| -6% | -$3.81M | 0.41% | 47 |
|
2018
Q4 | $57M | Buy |
1,537,101
+75,286
| +5% | +$2.79M | 0.45% | 41 |
|
2018
Q3 | $63.3M | Sell |
1,461,815
-7,349
| -0.5% | -$318K | 0.44% | 47 |
|
2018
Q2 | $63M | Buy |
1,469,164
+37,434
| +3% | +$1.61M | 0.47% | 38 |
|
2018
Q1 | $63.4M | Buy |
1,431,730
+104,398
| +8% | +$4.62M | 0.48% | 34 |
|
2017
Q4 | $59.5M | Buy |
1,327,332
+18,170
| +1% | +$815K | 0.47% | 38 |
|
2017
Q3 | $56.8M | Buy |
1,309,162
+20,665
| +2% | +$897K | 0.48% | 36 |
|
2017
Q2 | $53.2M | Sell |
1,288,497
-23,552
| -2% | -$973K | 0.48% | 35 |
|
2017
Q1 | $51.6M | Sell |
1,312,049
-48,362
| -4% | -$1.9M | 0.48% | 37 |
|
2016
Q4 | $49.7M | Buy |
1,360,411
+10,671
| +0.8% | +$390K | 0.48% | 40 |
|
2016
Q3 | $50.5M | Buy |
1,349,740
+34,054
| +3% | +$1.27M | 0.49% | 33 |
|
2016
Q2 | $46M | Buy |
1,315,686
+8,025
| +0.6% | +$281K | 0.47% | 38 |
|
2016
Q1 | $46.9M | Sell |
1,307,661
-53,889
| -4% | -$1.93M | 0.52% | 30 |
|
2015
Q4 | $50M | Buy |
1,361,550
+115,048
| +9% | +$4.22M | 0.58% | 30 |
|
2015
Q3 | $44.4M | Buy |
1,246,502
+112,608
| +10% | +$4.01M | 0.53% | 28 |
|
2015
Q2 | $45M | Buy |
1,133,894
+38,459
| +4% | +$1.52M | 0.52% | 34 |
|
2015
Q1 | $45.3M | Buy |
1,095,435
+160,572
| +17% | +$6.64M | 0.55% | 33 |
|
2014
Q4 | $35.4M | Buy |
934,863
+640,112
| +217% | +$24.2M | 0.53% | 42 |
|
2014
Q3 | $11.7M | Buy |
294,751
+165,886
| +129% | +$6.59M | 0.2% | 126 |
|
2014
Q2 | $5.49M | Buy |
128,865
+44,440
| +53% | +$1.89M | 0.1% | 219 |
|
2014
Q1 | $3.48M | Buy |
84,425
+78,505
| +1,326% | +$3.24M | 0.07% | 264 |
|
2013
Q4 | $247K | Buy |
+5,920
| New | +$247K | 0.01% | 567 |
|