United Capital Financial Advisors’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.8M | Buy |
325,010
+157,073
| +94% | +$10.6M | 0.18% | 110 |
|
|
2025
Q1 | $10.2M | Buy |
167,937
+10,411
| +7% | +$632K | 0.09% | 172 |
|
|
2024
Q4 | $9.04M | Buy |
157,526
+4,406
| +3% | +$253K | 0.08% | 191 |
|
|
2024
Q3 | $9.65M | Buy |
153,120
+1,864
| +1% | +$117K | 0.08% | 189 |
|
|
2024
Q2 | $8.87M | Buy |
151,256
+28,616
| +23% | +$1.68M | 0.08% | 193 |
|
|
2024
Q1 | $7.19M | Buy |
122,640
+238
| +0.2% | +$14K | 0.06% | 218 |
|
|
2023
Q4 | $6.87M | Sell |
122,402
-10,524
| -8% | -$591K | 0.06% | 244 |
|
|
2023
Q3 | $6.89M | Sell |
132,926
-43,464
| -25% | -$2.25M | 0.05% | 263 |
|
|
2023
Q2 | $9.6M | Sell |
176,390
-7,236
| -4% | -$394K | 0.05% | 240 |
|
|
2023
Q1 | $9.82M | Sell |
183,626
-56,444
| -24% | -$3.02M | 0.05% | 241 |
|
|
2022
Q4 | $12M | Sell |
240,070
-5,847
| -2% | -$293K | 0.07% | 229 |
|
|
2022
Q3 | $10.9M | Sell |
245,917
-418
| -0.2% | -$18.5K | 0.06% | 228 |
|
|
2022
Q2 | $12.3M | Buy |
246,335
+4,872
| +2% | +$243K | 0.07% | 232 |
|
|
2022
Q1 | $13.9M | Sell |
241,463
-2,573
| -1% | -$148K | 0.07% | 235 |
|
|
2021
Q4 | $15M | Buy |
244,036
+2,973
| +1% | +$182K | 0.07% | 234 |
|
|
2021
Q3 | $14.7M | Buy |
241,063
+3,293
| +1% | +$201K | 0.07% | 227 |
|
|
2021
Q2 | $15.1M | Buy |
237,770
+10,336
| +5% | +$655K | 0.08% | 223 |
|
|
2021
Q1 | $13.8M | Buy |
227,434
+4,744
| +2% | +$288K | 0.08% | 225 |
|
|
2020
Q4 | $13M | Sell |
222,690
-3,516
| -2% | -$205K | 0.08% | 230 |
|
|
2020
Q3 | $11.4M | Sell |
226,206
-578
| -0.3% | -$29.2K | 0.07% | 229 |
|
|
2020
Q2 | $10.8M | Sell |
226,784
-14,086
| -6% | -$671K | 0.08% | 238 |
|
|
2020
Q1 | $9.88M | Sell |
240,870
-15,728
| -6% | -$645K | 0.08% | 236 |
|
|
2019
Q4 | $13.8M | Buy |
256,598
+18,846
| +8% | +$1.01M | 0.09% | 253 |
|
|
2019
Q3 | $11.9M | Buy |
237,752
+75,306
| +46% | +$3.76M | 0.08% | 264 |
|
|
2019
Q2 | $8.28M | Buy |
162,446
+6,275
| +4% | +$320K | 0.05% | 322 |
|
|
2019
Q1 | $7.83M | Sell |
156,171
-2,939
| -2% | -$147K | 0.06% | 325 |
|
|
2018
Q4 | $7.25M | Buy |
159,110
+22,785
| +17% | +$1.04M | 0.06% | 311 |
|
|
2018
Q3 | $7.1M | Sell |
136,325
-2,021
| -1% | -$105K | 0.05% | 367 |
|
|
2018
Q2 | $7.17M | Sell |
138,346
-42
| -0% | -$2.18K | 0.05% | 351 |
|
|
2018
Q1 | $7.52M | Buy |
138,388
+2,131
| +2% | +$116K | 0.06% | 343 |
|
|
2017
Q4 | $7.45M | Buy |
136,257
+2,521
| +2% | +$138K | 0.06% | 344 |
|
|
2017
Q3 | $7.05M | Buy |
133,736
+4,525
| +4% | +$239K | 0.06% | 334 |
|
|
2017
Q2 | $6.46M | Sell |
129,211
-7,111
| -5% | -$356K | 0.06% | 335 |
|
|
2017
Q1 | $6.52M | Buy |
136,322
+7,869
| +6% | +$376K | 0.06% | 330 |
|
|
2016
Q4 | $5.68M | Buy |
128,453
+404
| +0.3% | +$17.8K | 0.06% | 349 |
|
|
2016
Q3 | $5.82M | Sell |
128,049
-442
| -0.3% | -$20.1K | 0.06% | 356 |
|
|
2016
Q2 | $5.53M | Sell |
128,491
-20,024
| -13% | -$861K | 0.06% | 352 |
|
|
2016
Q1 | $6.41M | Sell |
148,515
-31,551
| -18% | -$1.36M | 0.07% | 288 |
|
|
2015
Q4 | $7.82M | Buy |
180,066
+101,482
| +129% | +$4.41M | 0.09% | 252 |
|
|
2015
Q3 | $3.35M | Sell |
78,584
-767
| -1% | -$32.7K | 0.04% | 404 |
|
|
2015
Q2 | $3.85M | Sell |
79,351
-1,270
| -2% | -$61.7K | 0.04% | 410 |
|
|
2015
Q1 | $4.12M | Sell |
80,621
-443
| -0.5% | -$22.6K | 0.05% | 376 |
|
|
2014
Q4 | $3.8M | Buy |
81,064
+1,213
| +2% | +$56.8K | 0.06% | 306 |
|
|
2014
Q3 | $3.93M | Sell |
79,851
-403,444
| -83% | -$19.9M | 0.07% | 291 |
|
|
2014
Q2 | $25.3M | Buy |
483,295
+344,818
| +249% | +$18M | 0.47% | 49 |
|
|
2014
Q1 | $6.97M | Buy |
138,477
+93,980
| +211% | +$4.73M | 0.15% | 164 |
|
|
2013
Q4 | $2.26M | Buy |
44,497
+15,096
| +51% | +$766K | 0.08% | 229 |
|
|
2013
Q3 | $1.43M | Sell |
29,401
-53,576
| -65% | -$2.6M | 0.05% | 297 |
|
|
2013
Q2 | $3.67M | Buy |
+82,977
| New | +$3.67M | 0.1% | 232 |
|