United Capital Financial Advisors’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8M | Sell |
136,063
-13,911
| -9% | -$818K | 0.06% | 225 |
|
|
2025
Q1 | $8.8M | Buy |
149,974
+18,730
| +14% | +$1.1M | 0.08% | 202 |
|
|
2024
Q4 | $7.64M | Buy |
131,244
+21,081
| +19% | +$1.23M | 0.06% | 210 |
|
|
2024
Q3 | $6.5M | Sell |
110,163
-4,035
| -4% | -$238K | 0.05% | 225 |
|
|
2024
Q2 | $6.62M | Buy |
114,198
+13,594
| +14% | +$788K | 0.06% | 221 |
|
|
2024
Q1 | $5.84M | Sell |
100,604
-80,462
| -44% | -$4.67M | 0.05% | 257 |
|
|
2023
Q4 | $10.6M | Sell |
181,066
-227,560
| -56% | -$13.3M | 0.09% | 182 |
|
|
2023
Q3 | $23.5M | Buy |
408,626
+14,479
| +4% | +$834K | 0.15% | 135 |
|
|
2023
Q2 | $22.8M | Buy |
394,147
+234,619
| +147% | +$13.5M | 0.12% | 152 |
|
|
2023
Q1 | $9.34M | Buy |
159,528
+18,777
| +13% | +$1.1M | 0.05% | 245 |
|
|
2022
Q4 | $8.14M | Sell |
140,751
-27,981
| -17% | -$1.62M | 0.05% | 272 |
|
|
2022
Q3 | $9.75M | Sell |
168,732
-58,472
| -26% | -$3.38M | 0.06% | 242 |
|
|
2022
Q2 | $13.4M | Sell |
227,204
-295,132
| -57% | -$17.4M | 0.07% | 217 |
|
|
2022
Q1 | $31M | Sell |
522,336
-57,274
| -10% | -$3.39M | 0.15% | 136 |
|
|
2021
Q4 | $35.3M | Buy |
579,610
+468,941
| +424% | +$28.5M | 0.16% | 130 |
|
|
2021
Q3 | $6.8M | Sell |
110,669
-4,852
| -4% | -$298K | 0.03% | 321 |
|
|
2021
Q2 | $7.1M | Sell |
115,521
-35,876
| -24% | -$2.2M | 0.04% | 320 |
|
|
2021
Q1 | $9.31M | Sell |
151,397
-9,552
| -6% | -$588K | 0.05% | 271 |
|
|
2020
Q4 | $9.91M | Buy |
160,949
+26,732
| +20% | +$1.65M | 0.06% | 254 |
|
|
2020
Q3 | $8.33M | Buy |
134,217
+107,426
| +401% | +$6.67M | 0.05% | 273 |
|
|
2020
Q2 | $1.67M | Sell |
26,791
-3,403
| -11% | -$212K | 0.01% | 552 |
|
|
2020
Q1 | $1.88M | Buy |
30,194
+3,145
| +12% | +$196K | 0.02% | 506 |
|
|
2019
Q4 | $1.65M | Buy |
27,049
+3,072
| +13% | +$187K | 0.01% | 639 |
|
|
2019
Q3 | $1.46M | Buy |
23,977
+12,141
| +103% | +$740K | 0.01% | 645 |
|
|
2019
Q2 | $721K | Buy |
11,836
+158
| +1% | +$9.63K | ﹤0.01% | 910 |
|
|
2019
Q1 | $706K | Buy |
11,678
+17
| +0.1% | +$1.03K | 0.01% | 873 |
|
|
2018
Q4 | $701K | Sell |
11,661
-55
| -0.5% | -$3.31K | 0.01% | 810 |
|
|
2018
Q3 | $700K | Hold |
11,716
| – | – | ﹤0.01% | 874 |
|
|
2018
Q2 | $702K | Sell |
11,716
-9,999
| -46% | -$599K | 0.01% | 853 |
|
|
2018
Q1 | $1.3M | Sell |
21,715
-277
| -1% | -$16.6K | 0.01% | 706 |
|
|
2017
Q4 | $1.33M | Sell |
21,992
-4,592
| -17% | -$277K | 0.01% | 713 |
|
|
2017
Q3 | $1.61M | Buy |
26,584
+791
| +3% | +$48K | 0.01% | 633 |
|
|
2017
Q2 | $1.57M | Sell |
25,793
-2,960
| -10% | -$180K | 0.01% | 639 |
|
|
2017
Q1 | $1.75M | Buy |
28,753
+78
| +0.3% | +$4.74K | 0.02% | 597 |
|
|
2016
Q4 | $1.75M | Sell |
28,675
-4,000
| -12% | -$244K | 0.02% | 594 |
|
|
2016
Q3 | $2M | Buy |
32,675
+1,300
| +4% | +$79.6K | 0.02% | 590 |
|
|
2016
Q2 | $1.91M | Hold |
31,375
| – | – | 0.02% | 561 |
|
|
2016
Q1 | $1.92M | Buy |
31,375
+21,000
| +202% | +$1.29M | 0.02% | 543 |
|
|
2015
Q4 | $630K | Buy |
10,375
+2,375
| +30% | +$144K | 0.01% | 827 |
|
|
2015
Q3 | $490K | Hold |
8,000
| – | – | 0.01% | 901 |
|
|
2015
Q2 | $489K | Hold |
8,000
| – | – | 0.01% | 931 |
|
|
2015
Q1 | $489K | Hold |
8,000
| – | – | 0.01% | 899 |
|
|
2014
Q4 | $487K | Buy |
+8,000
| New | +$487K | 0.01% | 830 |
|