United Capital Financial Advisors’s Vanguard Information Technology ETF VGT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.88M | Buy |
4,340
+168
| +4% | +$111K | 0.02% | 369 |
|
|
2025
Q1 | $2.26M | Buy |
4,172
+358
| +9% | +$194K | 0.02% | 401 |
|
|
2024
Q4 | $2.37M | Buy |
3,814
+398
| +12% | +$247K | 0.02% | 380 |
|
|
2024
Q3 | $2M | Sell |
3,416
-78
| -2% | -$45.8K | 0.02% | 416 |
|
|
2024
Q2 | $2.01M | Sell |
3,494
-852
| -20% | -$491K | 0.02% | 401 |
|
|
2024
Q1 | $2.28M | Sell |
4,346
-744
| -15% | -$390K | 0.02% | 404 |
|
|
2023
Q4 | $2.46M | Sell |
5,090
-3,568
| -41% | -$1.73M | 0.02% | 382 |
|
|
2023
Q3 | $3.59M | Sell |
8,658
-2,830
| -25% | -$1.17M | 0.02% | 345 |
|
|
2023
Q2 | $5.08M | Sell |
11,488
-512
| -4% | -$226K | 0.03% | 310 |
|
|
2023
Q1 | $4.63M | Sell |
12,000
-2,241
| -16% | -$864K | 0.03% | 326 |
|
|
2022
Q4 | $4.55M | Buy |
14,241
+59
| +0.4% | +$18.8K | 0.03% | 343 |
|
|
2022
Q3 | $4.36M | Sell |
14,182
-7,567
| -35% | -$2.33M | 0.03% | 340 |
|
|
2022
Q2 | $7.1M | Buy |
21,749
+1,379
| +7% | +$450K | 0.04% | 293 |
|
|
2022
Q1 | $8.48M | Sell |
20,370
-511
| -2% | -$213K | 0.04% | 298 |
|
|
2021
Q4 | $9.57M | Sell |
20,881
-356
| -2% | -$163K | 0.04% | 282 |
|
|
2021
Q3 | $8.52M | Buy |
21,237
+352
| +2% | +$141K | 0.04% | 296 |
|
|
2021
Q2 | $8.33M | Buy |
20,885
+55
| +0.3% | +$21.9K | 0.04% | 299 |
|
|
2021
Q1 | $7.47M | Sell |
20,830
-8,527
| -29% | -$3.06M | 0.04% | 298 |
|
|
2020
Q4 | $10.4M | Buy |
29,357
+54
| +0.2% | +$19.1K | 0.06% | 248 |
|
|
2020
Q3 | $9.13M | Sell |
29,303
-1,340
| -4% | -$417K | 0.06% | 262 |
|
|
2020
Q2 | $8.54M | Buy |
30,643
+19,968
| +187% | +$5.57M | 0.06% | 274 |
|
|
2020
Q1 | $2.26M | Buy |
10,675
+385
| +4% | +$81.6K | 0.02% | 469 |
|
|
2019
Q4 | $2.52M | Buy |
10,290
+544
| +6% | +$133K | 0.02% | 556 |
|
|
2019
Q3 | $2.1M | Buy |
9,746
+5,037
| +107% | +$1.09M | 0.01% | 578 |
|
|
2019
Q2 | $993K | Sell |
4,709
-210
| -4% | -$44.3K | 0.01% | 809 |
|
|
2019
Q1 | $987K | Buy |
4,919
+205
| +4% | +$41.1K | 0.01% | 775 |
|
|
2018
Q4 | $786K | Sell |
4,714
-7,582
| -62% | -$1.26M | 0.01% | 777 |
|
|
2018
Q3 | $2.49M | Sell |
12,296
-354
| -3% | -$71.7K | 0.02% | 560 |
|
|
2018
Q2 | $2.3M | Buy |
12,650
+7,555
| +148% | +$1.37M | 0.02% | 565 |
|
|
2018
Q1 | $871K | Buy |
5,095
+158
| +3% | +$27K | 0.01% | 809 |
|
|
2017
Q4 | $818K | Sell |
4,937
-938
| -16% | -$155K | 0.01% | 842 |
|
|
2017
Q3 | $893K | Buy |
5,875
+265
| +5% | +$40.3K | 0.01% | 806 |
|
|
2017
Q2 | $790K | Sell |
5,610
-1,183
| -17% | -$167K | 0.01% | 825 |
|
|
2017
Q1 | $921K | Sell |
6,793
-778
| -10% | -$105K | 0.01% | 767 |
|
|
2016
Q4 | $920K | Sell |
7,571
-643
| -8% | -$78.1K | 0.01% | 774 |
|
|
2016
Q3 | $989K | Buy |
8,214
+3,218
| +64% | +$387K | 0.01% | 775 |
|
|
2016
Q2 | $535K | Buy |
4,996
+526
| +12% | +$56.3K | 0.01% | 895 |
|
|
2016
Q1 | $490K | Buy |
4,470
+52
| +1% | +$5.7K | 0.01% | 886 |
|
|
2015
Q4 | $478K | Sell |
4,418
-479
| -10% | -$51.8K | 0.01% | 898 |
|
|
2015
Q3 | $490K | Sell |
4,897
-2,931
| -37% | -$293K | 0.01% | 902 |
|
|
2015
Q2 | $832K | Buy |
7,828
+783
| +11% | +$83.2K | 0.01% | 764 |
|
|
2015
Q1 | $760K | Buy |
7,045
+1,522
| +28% | +$164K | 0.01% | 788 |
|
|
2014
Q4 | $577K | Buy |
5,523
+1,014
| +22% | +$106K | 0.01% | 779 |
|
|
2014
Q3 | $451K | Buy |
+4,509
| New | +$451K | 0.01% | 816 |
|
|
2014
Q2 | – | Sell |
-4,646
| Closed | -$425K | – | 932 |
|
|
2014
Q1 | $425K | Buy |
4,646
+646
| +16% | +$59.1K | 0.01% | 670 |
|
|
2013
Q4 | $358K | Sell |
4,000
-3,624
| -48% | -$324K | 0.01% | 497 |
|
|
2013
Q3 | $615K | Buy |
+7,624
| New | +$615K | 0.02% | 408 |
|