United Capital Financial Advisors’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
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|
2023
Q2 | $209K | Sell |
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|
2023
Q1 | $384K | Sell |
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|
2022
Q4 | $533K | Sell |
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|
2022
Q3 | $20.4M | Sell |
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|
2022
Q2 | $25M | Sell |
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|
2022
Q1 | $29M | Buy |
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|
2021
Q4 | $30.4M | Buy |
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|
2021
Q3 | $25M | Buy |
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|
2021
Q2 | $19.3M | Buy |
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|
2021
Q1 | $12.9M | Buy |
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|
2020
Q4 | $7.31M | Buy |
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|
2020
Q3 | $3.85M | Buy |
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|
2020
Q2 | $707K | Sell |
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|
2020
Q1 | $753K | Sell |
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|
2019
Q4 | $4.76M | Buy |
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|
2019
Q3 | $4.74M | Sell |
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|
2019
Q2 | $6.24M | Sell |
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|
2019
Q1 | $6.36M | Buy |
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|
2018
Q4 | $5.27M | Sell |
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|
2018
Q3 | $34.5M | Buy |
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|
2018
Q2 | $34.6M | Buy |
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|
2018
Q1 | $34.4M | Buy |
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|
2017
Q4 | $32.1M | Buy |
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|
2017
Q3 | $31.1M | Buy |
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|
2017
Q2 | $29.7M | Buy |
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|
2017
Q1 | $28.1M | Buy |
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|
2016
Q4 | $26M | Buy |
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|
2016
Q3 | $23.3M | Buy |
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|
2016
Q2 | $795K | Buy |
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