United Capital Financial Advisors’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $619K | Buy |
5,643
+23
| +0.4% | +$2.69K | ﹤0.01% | 964 |
|
|
2025
Q4 | $684K | Buy |
5,620
+1,994
| +55% | +$243K | ﹤0.01% | 852 |
|
|
2025
Q3 | $437K | Buy |
3,626
+1
| +0% | +$115 | ﹤0.01% | 897 |
|
|
2025
Q2 | $396K | Buy |
3,625
+327
| +10% | +$32.2K | ﹤0.01% | 843 |
|
|
2025
Q1 | $306K | Hold |
3,298
| – | – | ﹤0.01% | 881 |
|
|
2024
Q4 | $341K | Buy |
3,298
+136
| +4% | +$13.8K | ﹤0.01% | 845 |
|
|
2024
Q3 | $305K | Buy |
3,162
+35
| +1% | +$3.27K | ﹤0.01% | 865 |
|
|
2024
Q2 | $293K | Buy |
+3,127
| New | +$275K | ﹤0.01% | 865 |
|
|
2023
Q3 | – | Sell |
-3,696
| Closed | -$262K | – | 903 |
|
|
2023
Q2 | $262K | Sell |
3,696
-1,328
| -26% | -$86.9K | ﹤0.01% | 799 |
|
|
2023
Q1 | $316K | Sell |
5,024
-1,185
| -19% | -$70.2K | ﹤0.01% | 814 |
|
|
2022
Q4 | $342K | Sell |
6,209
-18,027
| -74% | -$1.02M | ﹤0.01% | 846 |
|
|
2022
Q3 | $1.31M | Buy |
24,236
+3,676
| +18% | +$222K | 0.01% | 556 |
|
|
2022
Q2 | $1.16M | Buy |
20,560
+13,852
| +206% | +$856K | 0.01% | 613 |
|
|
2022
Q1 | $479K | Buy |
6,708
+1,268
| +23% | +$89K | ﹤0.01% | 844 |
|
|
2021
Q4 | $427K | Buy |
5,440
+2,360
| +77% | +$180K | ﹤0.01% | 912 |
|
|
2021
Q3 | $217K | Hold |
3,080
| – | – | ﹤0.01% | 1114 |
|
|
2021
Q2 | $215K | Buy |
+3,080
| New | +$204K | ﹤0.01% | 1141 |
|
|
2021
Q1 | – | Sell |
-4,464
| Closed | -$277K | – | 1240 |
|
|
2020
Q4 | $277K | Sell |
4,464
-136
| -3% | -$7.96K | ﹤0.01% | 1028 |
|
|
2020
Q3 | $256K | Hold |
4,600
| – | – | ﹤0.01% | 1000 |
|
|
2020
Q2 | $227K | Buy |
+4,600
| New | +$208K | ﹤0.01% | 1065 |
|
|
2020
Q1 | – | Sell |
-5,976
| Closed | -$270K | – | 1377 |
|
|
2019
Q4 | $270K | Sell |
5,976
-52
| -0.9% | -$2.23K | ﹤0.01% | 1182 |
|
|
2019
Q3 | $247K | Buy |
6,028
+516
| +9% | +$21.3K | ﹤0.01% | 1129 |
|
|
2019
Q2 | $224K | Buy |
5,512
+196
| +4% | +$7.8K | ﹤0.01% | 1334 |
|
|
2019
Q1 | $207K | Buy |
+5,316
| New | +$196K | ﹤0.01% | 1259 |
|
|
2018
Q2 | – | Sell |
-8,844
| Closed | -$309K | – | 1363 |
|
|
2018
Q1 | $309K | Buy |
8,844
+24
| +0.3% | +$863 | ﹤0.01% | 1086 |
|
|
2017
Q4 | $304K | Sell |
8,820
-800
| -8% | -$26.9K | ﹤0.01% | 1109 |
|
|
2017
Q3 | $309K | Sell |
9,620
-96
| -1% | -$3.01K | ﹤0.01% | 1103 |
|
|
2017
Q2 | $295K | Sell |
9,716
-872
| -8% | -$26.2K | ﹤0.01% | 1079 |
|
|
2017
Q1 | $309K | Sell |
10,588
-392
| -4% | -$11.1K | ﹤0.01% | 1037 |
|
|
2016
Q4 | $295K | Sell |
10,980
-1,280
| -10% | -$34K | ﹤0.01% | 1057 |
|
|
2016
Q3 | $327K | Sell |
12,260
-1,312
| -10% | -$35K | ﹤0.01% | 1048 |
|
|
2016
Q2 | $346K | Sell |
13,572
-40
| -0.3% | -$1.02K | ﹤0.01% | 1003 |
|
|
2016
Q1 | $348K | Sell |
13,612
-3,272
| -19% | -$79.2K | ﹤0.01% | 968 |
|
|
2015
Q4 | $431K | Sell |
16,884
-5,404
| -24% | -$138K | 0.01% | 916 |
|
|
2015
Q3 | $532K | Buy |
22,288
+680
| +3% | +$17.2K | 0.01% | 875 |
|
|
2015
Q2 | $547K | Sell |
21,608
-1,956
| -8% | -$50.4K | 0.01% | 885 |
|
|
2015
Q1 | $601K | Sell |
23,564
-4,008
| -15% | -$100K | 0.01% | 839 |
|
|
2014
Q4 | $676K | Sell |
27,572
-644,576
| -96% | -$15.5M | 0.01% | 731 |
|
|
2014
Q3 | $15.8M | Sell |
672,148
-83,304
| -11% | -$1.96M | 0.28% | 96 |
|
|
2014
Q2 | $17.6M | Sell |
755,452
-7,088
| -0.9% | -$160K | 0.33% | 80 |
|
|
2014
Q1 | $17M | Buy |
762,540
+16,616
| +2% | +$366K | 0.36% | 61 |
|
|
2013
Q4 | $16.4M | Sell |
745,924
-8,856
| -1% | -$186K | 0.56% | 41 |
|
|
2013
Q3 | $15.1M | Buy |
754,780
+47,112
| +7% | +$925K | 0.48% | 48 |
|
|
2013
Q2 | $13.2M | Buy |
+707,668
| New | +$13.3M | 0.35% | 74 |
|
Other funds holding VONG
TCIIS
