United Capital Financial Advisors’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $234K | Hold |
2,315
| – | – | ﹤0.01% | 992 |
|
|
2025
Q1 | $223K | Hold |
2,315
| – | – | ﹤0.01% | 970 |
|
|
2024
Q4 | $246K | Hold |
2,315
| – | – | ﹤0.01% | 946 |
|
|
2024
Q3 | $250K | Sell |
2,315
-56
| -2% | -$6.06K | ﹤0.01% | 937 |
|
|
2024
Q2 | $233K | Buy |
+2,371
| New | +$233K | ﹤0.01% | 928 |
|
|
2021
Q3 | – | Sell |
-2,436
| Closed | -$253K | – | 1241 |
|
|
2021
Q2 | $253K | Buy |
+2,436
| New | +$253K | ﹤0.01% | 1066 |
|
|
2020
Q2 | – | Sell |
-4,394
| Closed | -$225K | – | 1256 |
|
|
2020
Q1 | $225K | Sell |
4,394
-10,388
| -70% | -$532K | ﹤0.01% | 1033 |
|
|
2019
Q4 | $1.13M | Sell |
14,782
-100
| -0.7% | -$7.61K | 0.01% | 730 |
|
|
2019
Q3 | $1.06M | Sell |
14,882
-3,130
| -17% | -$223K | 0.01% | 725 |
|
|
2019
Q2 | $1.29M | Hold |
18,012
| – | – | 0.01% | 729 |
|
|
2019
Q1 | $1.26M | Hold |
18,012
| – | – | 0.01% | 708 |
|
|
2018
Q4 | $1.13M | Sell |
18,012
-2,354
| -12% | -$148K | 0.01% | 683 |
|
|
2018
Q3 | $1.62M | Buy |
20,366
+1,938
| +11% | +$155K | 0.01% | 653 |
|
|
2018
Q2 | $1.4M | Buy |
18,428
+1,012
| +6% | +$77.1K | 0.01% | 673 |
|
|
2018
Q1 | $1.22M | Buy |
17,416
+540
| +3% | +$37.8K | 0.01% | 725 |
|
|
2017
Q4 | $1.18M | Buy |
16,876
+2,834
| +20% | +$197K | 0.01% | 742 |
|
|
2017
Q3 | $952K | Buy |
14,042
+1,046
| +8% | +$70.9K | 0.01% | 788 |
|
|
2017
Q2 | $831K | Hold |
12,996
| – | – | 0.01% | 813 |
|
|
2017
Q1 | $816K | Sell |
12,996
-124
| -0.9% | -$7.79K | 0.01% | 801 |
|
|
2016
Q4 | $817K | Sell |
13,120
-3,760
| -22% | -$234K | 0.01% | 798 |
|
|
2016
Q3 | $953K | Sell |
16,880
-1,590
| -9% | -$89.8K | 0.01% | 786 |
|
|
2016
Q2 | $970K | Sell |
18,470
-262
| -1% | -$13.8K | 0.01% | 743 |
|
|
2016
Q1 | $956K | Sell |
18,732
-1,894
| -9% | -$96.7K | 0.01% | 707 |
|
|
2015
Q4 | $1.02M | Buy |
20,626
+3,360
| +19% | +$167K | 0.01% | 693 |
|
|
2015
Q3 | $837K | Sell |
17,266
-578
| -3% | -$28K | 0.01% | 741 |
|
|
2015
Q2 | $954K | Buy |
17,844
+4,848
| +37% | +$259K | 0.01% | 731 |
|
|
2015
Q1 | $677K | Hold |
12,996
| – | – | 0.01% | 810 |
|
|
2014
Q4 | $667K | Hold |
12,996
| – | – | 0.01% | 736 |
|
|
2014
Q3 | $615K | Buy |
+12,996
| New | +$615K | 0.01% | 731 |
|
|
2014
Q2 | – | Sell |
-12,996
| Closed | -$645K | – | 934 |
|
|
2014
Q1 | $645K | Hold |
12,996
| – | – | 0.01% | 586 |
|
|
2013
Q4 | $639K | Hold |
12,996
| – | – | 0.02% | 402 |
|
|
2013
Q3 | $587K | Buy |
12,996
+7,956
| +158% | +$359K | 0.02% | 413 |
|
|
2013
Q2 | $206K | Buy |
+5,040
| New | +$206K | 0.01% | 651 |
|