United Capital Financial Advisors’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $234K | Hold |
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|
2025
Q1 | $223K | Hold |
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|
2024
Q4 | $246K | Hold |
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|
2024
Q3 | $250K | Sell |
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|
2024
Q2 | $233K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $253K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $225K | Sell |
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|
2019
Q4 | $1.13M | Sell |
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|
2019
Q3 | $1.06M | Sell |
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|
2019
Q2 | $1.29M | Hold |
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|
2019
Q1 | $1.26M | Hold |
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|
2018
Q4 | $1.13M | Sell |
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|
2018
Q3 | $1.62M | Buy |
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|
2018
Q2 | $1.4M | Buy |
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|
2018
Q1 | $1.22M | Buy |
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|
2017
Q4 | $1.18M | Buy |
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|
2017
Q3 | $952K | Buy |
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|
2017
Q2 | $831K | Hold |
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|
2017
Q1 | $816K | Sell |
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|
2016
Q4 | $817K | Sell |
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|
2016
Q3 | $953K | Sell |
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|
2016
Q2 | $970K | Sell |
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|
2016
Q1 | $956K | Sell |
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|
2015
Q4 | $1.02M | Buy |
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|
2015
Q3 | $837K | Sell |
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|
2015
Q2 | $954K | Buy |
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|
2015
Q1 | $677K | Hold |
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|
2014
Q4 | $667K | Hold |
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|
2014
Q3 | $615K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $645K | Hold |
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|
2013
Q4 | $639K | Hold |
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|
2013
Q3 | $587K | Buy |
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|
2013
Q2 | $206K | Buy |
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