United Capital Financial Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.6M | Sell |
56,686
-451
| -0.8% | -$92.3K | 0.09% | 168 |
|
|
2025
Q1 | $11.1M | Buy |
57,137
+1,063
| +2% | +$206K | 0.09% | 163 |
|
|
2024
Q4 | $11M | Sell |
56,074
-3,193
| -5% | -$625K | 0.09% | 167 |
|
|
2024
Q3 | $11.7M | Sell |
59,267
-1,035
| -2% | -$205K | 0.1% | 166 |
|
|
2024
Q2 | $11M | Buy |
60,302
+919
| +2% | +$168K | 0.09% | 168 |
|
|
2024
Q1 | $10.8M | Buy |
59,383
+2,206
| +4% | +$403K | 0.09% | 177 |
|
|
2023
Q4 | $9.74M | Sell |
57,177
-12,865
| -18% | -$2.19M | 0.08% | 192 |
|
|
2023
Q3 | $10.9M | Sell |
70,042
-17,707
| -20% | -$2.75M | 0.07% | 218 |
|
|
2023
Q2 | $14.3M | Buy |
87,749
+16,461
| +23% | +$2.67M | 0.08% | 196 |
|
|
2023
Q1 | $11M | Sell |
71,288
-6,443
| -8% | -$992K | 0.06% | 228 |
|
|
2022
Q4 | $11.8M | Sell |
77,731
-4,174
| -5% | -$634K | 0.07% | 231 |
|
|
2022
Q3 | $11.1M | Sell |
81,905
-421
| -0.5% | -$56.9K | 0.07% | 226 |
|
|
2022
Q2 | $11.8M | Buy |
82,326
+11,940
| +17% | +$1.71M | 0.06% | 238 |
|
|
2022
Q1 | $11.4M | Sell |
70,386
-1,677
| -2% | -$272K | 0.06% | 262 |
|
|
2021
Q4 | $12.4M | Sell |
72,063
-3,540
| -5% | -$608K | 0.06% | 261 |
|
|
2021
Q3 | $11.6M | Sell |
75,603
-2,168
| -3% | -$333K | 0.06% | 257 |
|
|
2021
Q2 | $12M | Sell |
77,771
-32,593
| -30% | -$5.04M | 0.06% | 251 |
|
|
2021
Q1 | $16.2M | Sell |
110,364
-9,938
| -8% | -$1.46M | 0.09% | 209 |
|
|
2020
Q4 | $17M | Sell |
120,302
-26,369
| -18% | -$3.72M | 0.1% | 193 |
|
|
2020
Q3 | $18.9M | Sell |
146,671
-17,761
| -11% | -$2.29M | 0.12% | 181 |
|
|
2020
Q2 | $19.3M | Sell |
164,432
-57,815
| -26% | -$6.77M | 0.14% | 163 |
|
|
2020
Q1 | $23M | Buy |
222,247
+19,676
| +10% | +$2.03M | 0.19% | 114 |
|
|
2019
Q4 | $25.3M | Buy |
202,571
+6,677
| +3% | +$832K | 0.16% | 142 |
|
|
2019
Q3 | $23.4M | Buy |
195,894
+40,811
| +26% | +$4.88M | 0.16% | 140 |
|
|
2019
Q2 | $17.9M | Buy |
155,083
+33,364
| +27% | +$3.84M | 0.12% | 190 |
|
|
2019
Q1 | $13.3M | Buy |
121,719
+15,920
| +15% | +$1.75M | 0.09% | 240 |
|
|
2018
Q4 | $10.3M | Buy |
105,799
+761
| +0.7% | +$73.8K | 0.08% | 249 |
|
|
2018
Q3 | $11.6M | Buy |
105,038
+3,583
| +4% | +$397K | 0.08% | 265 |
|
|
2018
Q2 | $10.3M | Buy |
101,455
+1,943
| +2% | +$197K | 0.08% | 292 |
|
|
2018
Q1 | $10.1M | Buy |
99,512
+680
| +0.7% | +$68.7K | 0.08% | 290 |
|
|
2017
Q4 | $10.1M | Buy |
98,832
+636
| +0.6% | +$65K | 0.08% | 296 |
|
|
2017
Q3 | $9.31M | Buy |
98,196
+3,872
| +4% | +$367K | 0.08% | 295 |
|
|
2017
Q2 | $8.74M | Sell |
94,324
-604
| -0.6% | -$56K | 0.08% | 294 |
|
|
2017
Q1 | $8.54M | Sell |
94,928
-355
| -0.4% | -$31.9K | 0.08% | 295 |
|
|
2016
Q4 | $8.12M | Sell |
95,283
-7,563
| -7% | -$644K | 0.08% | 301 |
|
|
2016
Q3 | $8.63M | Sell |
102,846
-24,406
| -19% | -$2.05M | 0.08% | 295 |
|
|
2016
Q2 | $10.6M | Sell |
127,252
-23,404
| -16% | -$1.94M | 0.11% | 215 |
|
|
2016
Q1 | $12.2M | Sell |
150,656
-7,500
| -5% | -$609K | 0.14% | 158 |
|
|
2015
Q4 | $12.3M | Sell |
158,156
-12,549
| -7% | -$976K | 0.14% | 159 |
|
|
2015
Q3 | $12.6M | Buy |
170,705
+7,734
| +5% | +$570K | 0.15% | 146 |
|
|
2015
Q2 | $12.8M | Buy |
162,971
+69,182
| +74% | +$5.44M | 0.15% | 159 |
|
|
2015
Q1 | $7.53M | Sell |
93,789
-49,286
| -34% | -$3.96M | 0.09% | 268 |
|
|
2014
Q4 | $11.6M | Sell |
143,075
-4,931
| -3% | -$400K | 0.17% | 146 |
|
|
2014
Q3 | $11.4M | Sell |
148,006
-14,397
| -9% | -$1.11M | 0.2% | 130 |
|
|
2014
Q2 | $12.7M | Buy |
162,403
+70,150
| +76% | +$5.47M | 0.23% | 106 |
|
|
2014
Q1 | $6.94M | Buy |
92,253
+17,600
| +24% | +$1.32M | 0.15% | 165 |
|
|
2013
Q4 | $5.62M | Buy |
74,653
+8,346
| +13% | +$628K | 0.19% | 138 |
|
|
2013
Q3 | $4.62M | Sell |
66,307
-234
| -0.4% | -$16.3K | 0.15% | 154 |
|
|
2013
Q2 | $4.41M | Buy |
+66,541
| New | +$4.41M | 0.12% | 208 |
|