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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $602K | Buy |
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|
2025
Q1 | $565K | Buy |
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|
2024
Q4 | $558K | Buy |
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|
2024
Q3 | $495K | Sell |
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|
2024
Q2 | $455K | Sell |
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|
2024
Q1 | $628K | Sell |
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|
2023
Q4 | $814K | Sell |
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|
2023
Q3 | $899K | Sell |
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|
2023
Q2 | $1.01M | Sell |
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|
2023
Q1 | $1.07M | Sell |
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|
2022
Q4 | $1.5M | Buy |
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|
2022
Q3 | $1.2M | Buy |
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|
2022
Q2 | $1.17M | Sell |
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|
2022
Q1 | $1.48M | Buy |
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|
2021
Q4 | $1.49M | Buy |
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|
2021
Q3 | $1.25M | Buy |
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|
2021
Q2 | $1.15M | Sell |
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|
2021
Q1 | $1.36M | Buy |
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|
2020
Q4 | $1.07M | Buy |
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|
2020
Q3 | $714K | Sell |
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|
2020
Q2 | $849K | Sell |
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|
2020
Q1 | $804K | Sell |
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|
2019
Q4 | $1.47M | Buy |
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|
2019
Q3 | $1.04M | Buy |
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|
2019
Q2 | $914K | Buy |
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|
2019
Q1 | $830K | Sell |
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|
2018
Q4 | $829K | Sell |
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|
2018
Q3 | $2.29M | Sell |
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|
2018
Q2 | $2.26M | Buy |
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|
2018
Q1 | $2.18M | Buy |
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|
2017
Q4 | $921K | Buy |
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|
2017
Q3 | $770K | Sell |
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|
2017
Q2 | $754K | Sell |
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|
2017
Q1 | $818K | Buy |
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|
2016
Q4 | $700K | Buy |
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|
2016
Q3 | $525K | Buy |
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|
2016
Q2 | $261K | Buy |
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