United Capital Financial Advisors’s Vanguard Financials ETF VFH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.53M | Hold |
20,925
| – | – | 0.02% | 500 |
|
|
2025
Q4 | $2.79M | Buy |
20,925
+16,197
| +343% | +$2.1M | 0.02% | 456 |
|
|
2025
Q3 | $620K | Buy |
4,728
+1
| +0% | +$129 | ﹤0.01% | 797 |
|
|
2025
Q2 | $602K | Buy |
4,727
+1
| +0% | +$119 | ﹤0.01% | 733 |
|
|
2025
Q1 | $565K | Buy |
4,726
+1
| +0% | +$122 | ﹤0.01% | 712 |
|
|
2024
Q4 | $558K | Buy |
4,725
+222
| +5% | +$26.3K | ﹤0.01% | 702 |
|
|
2024
Q3 | $495K | Sell |
4,503
-50
| -1% | -$5.3K | ﹤0.01% | 730 |
|
|
2024
Q2 | $455K | Sell |
4,553
-1,578
| -26% | -$158K | ﹤0.01% | 730 |
|
|
2024
Q1 | $628K | Sell |
6,131
-2,696
| -31% | -$259K | 0.01% | 676 |
|
|
2023
Q4 | $814K | Sell |
8,827
-2,366
| -21% | -$199K | 0.01% | 595 |
|
|
2023
Q3 | $899K | Sell |
11,193
-1,254
| -10% | -$105K | 0.01% | 536 |
|
|
2023
Q2 | $1.01M | Sell |
12,447
-1,237
| -9% | -$97.1K | 0.01% | 545 |
|
|
2023
Q1 | $1.07M | Sell |
13,684
-4,440
| -24% | -$376K | 0.01% | 559 |
|
|
2022
Q4 | $1.5M | Buy |
18,124
+1,965
| +12% | +$162K | 0.01% | 537 |
|
|
2022
Q3 | $1.2M | Buy |
16,159
+992
| +7% | +$80.7K | 0.01% | 577 |
|
|
2022
Q2 | $1.17M | Sell |
15,167
-723
| -5% | -$61K | 0.01% | 606 |
|
|
2022
Q1 | $1.48M | Buy |
15,890
+479
| +3% | +$45.9K | 0.01% | 585 |
|
|
2021
Q4 | $1.49M | Buy |
15,411
+1,929
| +14% | +$188K | 0.01% | 598 |
|
|
2021
Q3 | $1.25M | Buy |
13,482
+780
| +6% | +$72K | 0.01% | 616 |
|
|
2021
Q2 | $1.15M | Sell |
12,702
-3,381
| -21% | -$306K | 0.01% | 660 |
|
|
2021
Q1 | $1.36M | Buy |
16,083
+1,393
| +9% | +$111K | 0.01% | 591 |
|
|
2020
Q4 | $1.07M | Buy |
14,690
+2,491
| +20% | +$164K | 0.01% | 656 |
|
|
2020
Q3 | $714K | Sell |
12,199
-2,636
| -18% | -$157K | ﹤0.01% | 745 |
|
|
2020
Q2 | $849K | Sell |
14,835
-1,026
| -6% | -$57K | 0.01% | 712 |
|
|
2020
Q1 | $804K | Sell |
15,861
-3,406
| -18% | -$232K | 0.01% | 687 |
|
|
2019
Q4 | $1.47M | Buy |
19,267
+4,358
| +29% | +$318K | 0.01% | 665 |
|
|
2019
Q3 | $1.04M | Buy |
14,909
+1,669
| +13% | +$115K | 0.01% | 737 |
|
|
2019
Q2 | $914K | Buy |
13,240
+377
| +3% | +$25.6K | 0.01% | 846 |
|
|
2019
Q1 | $830K | Sell |
12,863
-1,235
| -9% | -$80.1K | 0.01% | 827 |
|
|
2018
Q4 | $829K | Sell |
14,098
-18,939
| -57% | -$1.23M | 0.01% | 767 |
|
|
2018
Q3 | $2.29M | Sell |
33,037
-405
| -1% | -$28.6K | 0.02% | 579 |
|
|
2018
Q2 | $2.26M | Buy |
33,442
+2,126
| +7% | +$148K | 0.02% | 569 |
|
|
2018
Q1 | $2.18M | Buy |
31,316
+18,250
| +140% | +$1.32M | 0.02% | 569 |
|
|
2017
Q4 | $921K | Buy |
13,066
+1,288
| +11% | +$87.3K | 0.01% | 802 |
|
|
2017
Q3 | $770K | Sell |
11,778
-281
| -2% | -$17.7K | 0.01% | 841 |
|
|
2017
Q2 | $754K | Sell |
12,059
-1,471
| -11% | -$88.8K | 0.01% | 838 |
|
|
2017
Q1 | $818K | Buy |
13,530
+1,728
| +15% | +$105K | 0.01% | 800 |
|
|
2016
Q4 | $700K | Buy |
11,802
+1,169
| +11% | +$63.8K | 0.01% | 846 |
|
|
2016
Q3 | $525K | Buy |
10,633
+5,088
| +92% | +$251K | 0.01% | 957 |
|
|
2016
Q2 | $261K | Buy |
+5,545
| New | +$263K | ﹤0.01% | 1082 |
|
Other funds holding VFH
PCH
MMEA
