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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $437K | Buy |
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|
2025
Q2 | $396K | Buy |
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|
2025
Q1 | $306K | Hold |
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|
2024
Q4 | $341K | Buy |
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|
2024
Q3 | $305K | Buy |
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|
2024
Q2 | $293K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $262K | Sell |
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|
2023
Q1 | $316K | Sell |
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|
2022
Q4 | $342K | Sell |
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|
2022
Q3 | $1.31M | Buy |
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|
2022
Q2 | $1.16M | Buy |
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|
2022
Q1 | $479K | Buy |
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|
2021
Q4 | $427K | Buy |
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|
2021
Q3 | $217K | Hold |
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|
2021
Q2 | $215K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $277K | Sell |
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|
2020
Q3 | $256K | Hold |
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|
2020
Q2 | $227K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $270K | Sell |
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|
2019
Q3 | $247K | Buy |
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|
2019
Q2 | $224K | Buy |
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|
2019
Q1 | $207K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $309K | Buy |
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|
2017
Q4 | $304K | Sell |
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|
2017
Q3 | $309K | Sell |
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|
2017
Q2 | $295K | Sell |
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|
2017
Q1 | $309K | Sell |
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|
2016
Q4 | $295K | Sell |
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|
2016
Q3 | $327K | Sell |
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|
2016
Q2 | $346K | Sell |
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|
2016
Q1 | $348K | Sell |
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|
2015
Q4 | $431K | Sell |
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|
2015
Q3 | $532K | Buy |
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|
2015
Q2 | $547K | Sell |
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|
2015
Q1 | $601K | Sell |
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|
2014
Q4 | $676K | Sell |
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|
2014
Q3 | $15.8M | Sell |
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|
2014
Q2 | $17.6M | Sell |
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|
2014
Q1 | $17M | Buy |
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|
2013
Q4 | $16.4M | Sell |
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|
2013
Q3 | $15.1M | Buy |
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|
2013
Q2 | $13.2M | Buy |
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