United Capital Financial Advisors’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8M | Sell |
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|
2025
Q1 | $8.8M | Buy |
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|
2024
Q4 | $7.64M | Buy |
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|
2024
Q3 | $6.5M | Sell |
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|
2024
Q2 | $6.62M | Buy |
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|
2024
Q1 | $5.84M | Sell |
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|
2023
Q4 | $10.6M | Sell |
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|
2023
Q3 | $23.5M | Buy |
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|
2023
Q2 | $22.8M | Buy |
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|
2023
Q1 | $9.34M | Buy |
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|
2022
Q4 | $8.14M | Sell |
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|
2022
Q3 | $9.75M | Sell |
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|
2022
Q2 | $13.4M | Sell |
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|
2022
Q1 | $31M | Sell |
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|
2021
Q4 | $35.3M | Buy |
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|
2021
Q3 | $6.8M | Sell |
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|
2021
Q2 | $7.1M | Sell |
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|
2021
Q1 | $9.31M | Sell |
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|
2020
Q4 | $9.91M | Buy |
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|
2020
Q3 | $8.33M | Buy |
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|
2020
Q2 | $1.67M | Sell |
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|
2020
Q1 | $1.88M | Buy |
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|
2019
Q4 | $1.65M | Buy |
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|
2019
Q3 | $1.46M | Buy |
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|
2019
Q2 | $721K | Buy |
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|
2019
Q1 | $706K | Buy |
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|
2018
Q4 | $701K | Sell |
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|
2018
Q3 | $700K | Hold |
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|
2018
Q2 | $702K | Sell |
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|
2018
Q1 | $1.3M | Sell |
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|
2017
Q4 | $1.33M | Sell |
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|
2017
Q3 | $1.61M | Buy |
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|
2017
Q2 | $1.57M | Sell |
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|
2017
Q1 | $1.75M | Buy |
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|
2016
Q4 | $1.75M | Sell |
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|
2016
Q3 | $2M | Buy |
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|
2016
Q2 | $1.91M | Hold |
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|
2016
Q1 | $1.92M | Buy |
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|
2015
Q4 | $630K | Buy |
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|
2015
Q3 | $490K | Hold |
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|
2015
Q2 | $489K | Hold |
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|
2015
Q1 | $489K | Hold |
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|
2014
Q4 | $487K | Buy |
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