United Capital Financial Advisors’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.49M | Buy |
142,007
+11,185
| +9% | +$669K | 0.07% | 217 |
|
|
2025
Q1 | $7.77M | Buy |
130,822
+15,635
| +14% | +$929K | 0.07% | 216 |
|
|
2024
Q4 | $6.68M | Buy |
115,187
+11,010
| +11% | +$639K | 0.06% | 220 |
|
|
2024
Q3 | $6.29M | Sell |
104,177
-6,903
| -6% | -$417K | 0.05% | 232 |
|
|
2024
Q2 | $6.47M | Buy |
111,080
+7,254
| +7% | +$422K | 0.06% | 225 |
|
|
2024
Q1 | $6.08M | Sell |
103,826
-10,522
| -9% | -$616K | 0.05% | 247 |
|
|
2023
Q4 | $6.78M | Sell |
114,348
-100,392
| -47% | -$5.96M | 0.06% | 247 |
|
|
2023
Q3 | $12.3M | Sell |
214,740
-119,486
| -36% | -$6.83M | 0.08% | 204 |
|
|
2023
Q2 | $19.6M | Sell |
334,226
-28,399
| -8% | -$1.67M | 0.11% | 166 |
|
|
2023
Q1 | $21.7M | Sell |
362,625
-38,026
| -9% | -$2.28M | 0.12% | 161 |
|
|
2022
Q4 | $23.4M | Sell |
400,651
-59,634
| -13% | -$3.49M | 0.13% | 151 |
|
|
2022
Q3 | $26.8M | Sell |
460,285
-35,799
| -7% | -$2.09M | 0.16% | 129 |
|
|
2022
Q2 | $30.3M | Sell |
496,084
-39,235
| -7% | -$2.4M | 0.17% | 125 |
|
|
2022
Q1 | $33.7M | Sell |
535,319
-57,229
| -10% | -$3.6M | 0.16% | 129 |
|
|
2021
Q4 | $39.4M | Sell |
592,548
-76,749
| -11% | -$5.1M | 0.18% | 117 |
|
|
2021
Q3 | $45.2M | Sell |
669,297
-26,852
| -4% | -$1.81M | 0.23% | 91 |
|
|
2021
Q2 | $47.2M | Sell |
696,149
-51,960
| -7% | -$3.52M | 0.24% | 86 |
|
|
2021
Q1 | $50.3M | Sell |
748,109
-47,119
| -6% | -$3.17M | 0.28% | 78 |
|
|
2020
Q4 | $55.2M | Sell |
795,228
-25,891
| -3% | -$1.8M | 0.33% | 68 |
|
|
2020
Q3 | $57.9M | Buy |
821,119
+16,562
| +2% | +$1.17M | 0.38% | 57 |
|
|
2020
Q2 | $56.8M | Sell |
804,557
-66,552
| -8% | -$4.7M | 0.41% | 55 |
|
|
2020
Q1 | $60.9M | Buy |
871,109
+148,718
| +21% | +$10.4M | 0.5% | 38 |
|
|
2019
Q4 | $47.6M | Buy |
722,391
+405,203
| +128% | +$26.7M | 0.31% | 68 |
|
|
2019
Q3 | $21.1M | Buy |
317,188
+145,502
| +85% | +$9.7M | 0.15% | 160 |
|
|
2019
Q2 | $11.3M | Sell |
171,686
-7,030
| -4% | -$464K | 0.07% | 272 |
|
|
2019
Q1 | $11.5M | Sell |
178,716
-580
| -0.3% | -$37.4K | 0.08% | 265 |
|
|
2018
Q4 | $11.4M | Sell |
179,296
-2,207
| -1% | -$140K | 0.09% | 236 |
|
|
2018
Q3 | $11.3M | Buy |
181,503
+7,649
| +4% | +$475K | 0.08% | 271 |
|
|
2018
Q2 | $10.9M | Sell |
173,854
-4,440
| -2% | -$278K | 0.08% | 284 |
|
|
2018
Q1 | $11.2M | Buy |
178,294
+11,548
| +7% | +$727K | 0.09% | 267 |
|
|
2017
Q4 | $10.7M | Buy |
166,746
+2,451
| +1% | +$157K | 0.08% | 286 |
|
|
2017
Q3 | $10.6M | Sell |
164,295
-726
| -0.4% | -$46.9K | 0.09% | 266 |
|
|
2017
Q2 | $10.7M | Buy |
+165,021
| New | +$10.7M | 0.1% | 256 |
|