United Capital Financial Advisors’s Vanguard Mid-Cap Value ETF VOE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $689K | Buy |
4,187
+155
| +4% | +$25.5K | 0.01% | 691 |
|
|
2025
Q1 | $647K | Sell |
4,032
-5
| -0.1% | -$803 | 0.01% | 671 |
|
|
2024
Q4 | $653K | Sell |
4,037
-5
| -0.1% | -$809 | 0.01% | 654 |
|
|
2024
Q3 | $678K | Hold |
4,042
| – | – | 0.01% | 650 |
|
|
2024
Q2 | $608K | Sell |
4,042
-1,271
| -24% | -$191K | 0.01% | 650 |
|
|
2024
Q1 | $828K | Sell |
5,313
-1,873
| -26% | -$292K | 0.01% | 604 |
|
|
2023
Q4 | $1.04M | Sell |
7,186
-23,268
| -76% | -$3.37M | 0.01% | 550 |
|
|
2023
Q3 | $3.99M | Sell |
30,454
-3,861
| -11% | -$506K | 0.03% | 327 |
|
|
2023
Q2 | $4.75M | Sell |
34,315
-52
| -0.2% | -$7.2K | 0.03% | 321 |
|
|
2023
Q1 | $4.61M | Sell |
34,367
-3,471
| -9% | -$465K | 0.03% | 328 |
|
|
2022
Q4 | $5.12M | Buy |
37,838
+1,224
| +3% | +$166K | 0.03% | 324 |
|
|
2022
Q3 | $4.46M | Sell |
36,614
-1,891
| -5% | -$230K | 0.03% | 337 |
|
|
2022
Q2 | $4.99M | Buy |
38,505
+16,305
| +73% | +$2.11M | 0.03% | 333 |
|
|
2022
Q1 | $3.32M | Sell |
22,200
-548
| -2% | -$82K | 0.02% | 428 |
|
|
2021
Q4 | $3.42M | Buy |
22,748
+164
| +0.7% | +$24.7K | 0.02% | 441 |
|
|
2021
Q3 | $3.15M | Buy |
22,584
+439
| +2% | +$61.3K | 0.02% | 449 |
|
|
2021
Q2 | $3.11M | Buy |
22,145
+1,575
| +8% | +$221K | 0.02% | 457 |
|
|
2021
Q1 | $2.77M | Buy |
20,570
+1,484
| +8% | +$200K | 0.02% | 450 |
|
|
2020
Q4 | $2.27M | Buy |
19,086
+3,082
| +19% | +$367K | 0.01% | 481 |
|
|
2020
Q3 | $1.62M | Buy |
16,004
+211
| +1% | +$21.4K | 0.01% | 548 |
|
|
2020
Q2 | $1.51M | Sell |
15,793
-22
| -0.1% | -$2.11K | 0.01% | 569 |
|
|
2020
Q1 | $1.29M | Sell |
15,815
-3,325
| -17% | -$270K | 0.01% | 571 |
|
|
2019
Q4 | $2.28M | Sell |
19,140
-1,376
| -7% | -$164K | 0.01% | 578 |
|
|
2019
Q3 | $2.32M | Buy |
20,516
+1,663
| +9% | +$188K | 0.02% | 559 |
|
|
2019
Q2 | $2.1M | Buy |
18,853
+1,191
| +7% | +$133K | 0.01% | 603 |
|
|
2019
Q1 | $1.9M | Buy |
17,662
+1,478
| +9% | +$159K | 0.01% | 599 |
|
|
2018
Q4 | $1.54M | Sell |
16,184
-17
| -0.1% | -$1.62K | 0.01% | 620 |
|
|
2018
Q3 | $1.83M | Buy |
16,201
+607
| +4% | +$68.6K | 0.01% | 634 |
|
|
2018
Q2 | $1.72M | Sell |
15,594
-554
| -3% | -$61.2K | 0.01% | 629 |
|
|
2018
Q1 | $1.77M | Sell |
16,148
-219
| -1% | -$24K | 0.01% | 624 |
|
|
2017
Q4 | $1.84M | Buy |
16,367
+2,799
| +21% | +$314K | 0.01% | 612 |
|
|
2017
Q3 | $1.43M | Buy |
13,568
+885
| +7% | +$93.5K | 0.01% | 666 |
|
|
2017
Q2 | $1.31M | Buy |
12,683
+1,122
| +10% | +$115K | 0.01% | 691 |
|
|
2017
Q1 | $1.18M | Buy |
11,561
+581
| +5% | +$59.2K | 0.01% | 703 |
|
|
2016
Q4 | $1.07M | Buy |
10,980
+868
| +9% | +$84.3K | 0.01% | 742 |
|
|
2016
Q3 | $946K | Sell |
10,112
-424
| -4% | -$39.7K | 0.01% | 787 |
|
|
2016
Q2 | $938K | Sell |
10,536
-13,235
| -56% | -$1.18M | 0.01% | 753 |
|
|
2016
Q1 | $2.07M | Sell |
23,771
-17,678
| -43% | -$1.54M | 0.02% | 524 |
|
|
2015
Q4 | $3.56M | Buy |
41,449
+265
| +0.6% | +$22.8K | 0.04% | 416 |
|
|
2015
Q3 | $3.43M | Buy |
41,184
+34,883
| +554% | +$2.9M | 0.04% | 400 |
|
|
2015
Q2 | $571K | Buy |
6,301
+484
| +8% | +$43.9K | 0.01% | 869 |
|
|
2015
Q1 | $533K | Buy |
+5,817
| New | +$533K | 0.01% | 875 |
|