United Capital Financial Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.33M | Buy |
22,639
+73
| +0.3% | +$20.4K | 0.05% | 250 |
|
|
2025
Q1 | $5.84M | Sell |
22,566
-166
| -0.7% | -$42.9K | 0.05% | 250 |
|
|
2024
Q4 | $6M | Buy |
22,732
+88
| +0.4% | +$23.2K | 0.05% | 236 |
|
|
2024
Q3 | $5.97M | Buy |
22,644
+15
| +0.1% | +$3.96K | 0.05% | 236 |
|
|
2024
Q2 | $5.48M | Sell |
22,629
-316
| -1% | -$76.5K | 0.05% | 248 |
|
|
2024
Q1 | $5.73M | Sell |
22,945
-574
| -2% | -$143K | 0.05% | 260 |
|
|
2023
Q4 | $5.47M | Sell |
23,519
-8,830
| -27% | -$2.05M | 0.05% | 273 |
|
|
2023
Q3 | $6.74M | Sell |
32,349
-10,675
| -25% | -$2.22M | 0.04% | 267 |
|
|
2023
Q2 | $9.47M | Sell |
43,024
-1,691
| -4% | -$372K | 0.05% | 243 |
|
|
2023
Q1 | $9.43M | Sell |
44,715
-2,440
| -5% | -$515K | 0.05% | 243 |
|
|
2022
Q4 | $9.61M | Sell |
47,155
-8,272
| -15% | -$1.69M | 0.05% | 251 |
|
|
2022
Q3 | $10.4M | Sell |
55,427
-1,501
| -3% | -$282K | 0.06% | 235 |
|
|
2022
Q2 | $11.2M | Sell |
56,928
-3,018
| -5% | -$594K | 0.06% | 245 |
|
|
2022
Q1 | $14.3M | Buy |
59,946
+3,209
| +6% | +$763K | 0.07% | 231 |
|
|
2021
Q4 | $14.5M | Buy |
56,737
+306
| +0.5% | +$78K | 0.07% | 240 |
|
|
2021
Q3 | $13.4M | Sell |
56,431
-2,374
| -4% | -$562K | 0.07% | 244 |
|
|
2021
Q2 | $14M | Buy |
58,805
+206
| +0.4% | +$48.9K | 0.07% | 240 |
|
|
2021
Q1 | $13M | Sell |
58,599
-1,526
| -3% | -$338K | 0.07% | 234 |
|
|
2020
Q4 | $12.4M | Sell |
60,125
-1,137
| -2% | -$235K | 0.07% | 234 |
|
|
2020
Q3 | $10.8M | Sell |
61,262
-893
| -1% | -$157K | 0.07% | 237 |
|
|
2020
Q2 | $10.2M | Sell |
62,155
-2,760
| -4% | -$452K | 0.07% | 244 |
|
|
2020
Q1 | $8.55M | Buy |
64,915
+3,271
| +5% | +$431K | 0.07% | 256 |
|
|
2019
Q4 | $11M | Sell |
61,644
-683
| -1% | -$122K | 0.07% | 296 |
|
|
2019
Q3 | $10.4M | Sell |
62,327
-590
| -0.9% | -$98.9K | 0.07% | 282 |
|
|
2019
Q2 | $10.5M | Sell |
62,917
-775
| -1% | -$130K | 0.07% | 290 |
|
|
2019
Q1 | $10.2M | Buy |
63,692
+9,384
| +17% | +$1.51M | 0.07% | 290 |
|
|
2018
Q4 | $7.5M | Sell |
54,308
-224
| -0.4% | -$31K | 0.06% | 305 |
|
|
2018
Q3 | $8.95M | Sell |
54,532
-3,378
| -6% | -$555K | 0.06% | 321 |
|
|
2018
Q2 | $9.13M | Sell |
57,910
-984
| -2% | -$155K | 0.07% | 320 |
|
|
2018
Q1 | $9.08M | Buy |
58,894
+8,474
| +17% | +$1.31M | 0.07% | 309 |
|
|
2017
Q4 | $7.8M | Sell |
50,420
-1,668
| -3% | -$258K | 0.06% | 333 |
|
|
2017
Q3 | $7.66M | Sell |
52,088
-3,102
| -6% | -$456K | 0.06% | 324 |
|
|
2017
Q2 | $7.87M | Sell |
55,190
-96
| -0.2% | -$13.7K | 0.07% | 311 |
|
|
2017
Q1 | $7.7M | Sell |
55,286
-8,043
| -13% | -$1.12M | 0.07% | 309 |
|
|
2016
Q4 | $8.34M | Sell |
63,329
-448
| -0.7% | -$59K | 0.08% | 296 |
|
|
2016
Q3 | $8.26M | Buy |
63,777
+2,601
| +4% | +$337K | 0.08% | 306 |
|
|
2016
Q2 | $7.59M | Sell |
61,176
-3,654
| -6% | -$453K | 0.08% | 302 |
|
|
2016
Q1 | $7.86M | Sell |
64,830
-6,378
| -9% | -$773K | 0.09% | 254 |
|
|
2015
Q4 | $8.55M | Sell |
71,208
-19,043
| -21% | -$2.29M | 0.1% | 234 |
|
|
2015
Q3 | $10.5M | Sell |
90,251
-9,568
| -10% | -$1.12M | 0.13% | 179 |
|
|
2015
Q2 | $12.7M | Buy |
99,819
+15,974
| +19% | +$2.04M | 0.15% | 162 |
|
|
2015
Q1 | $10.7M | Buy |
83,845
+46,030
| +122% | +$5.9M | 0.13% | 195 |
|
|
2014
Q4 | $4.67M | Sell |
37,815
-2,893
| -7% | -$357K | 0.07% | 266 |
|
|
2014
Q3 | $4.78M | Sell |
40,708
-2,718
| -6% | -$319K | 0.08% | 264 |
|
|
2014
Q2 | $5.15M | Sell |
43,426
-613
| -1% | -$72.7K | 0.1% | 236 |
|
|
2014
Q1 | $5M | Buy |
44,039
+3,439
| +8% | +$391K | 0.11% | 211 |
|
|
2013
Q4 | $4.47M | Sell |
40,600
-42,022
| -51% | -$4.62M | 0.15% | 154 |
|
|
2013
Q3 | $8.47M | Buy |
82,622
+78,593
| +1,951% | +$8.05M | 0.27% | 82 |
|
|
2013
Q2 | $383K | Buy |
+4,029
| New | +$383K | 0.01% | 557 |
|