United Capital Financial Advisors’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $347K | Buy |
876
+209
| +31% | +$82.9K | ﹤0.01% | 875 |
|
|
2025
Q1 | $223K | Sell |
667
-4
| -0.6% | -$1.34K | ﹤0.01% | 972 |
|
|
2024
Q4 | $246K | Buy |
671
+4
| +0.6% | +$1.46K | ﹤0.01% | 945 |
|
|
2024
Q3 | $230K | Hold |
667
| – | – | ﹤0.01% | 961 |
|
|
2024
Q2 | $222K | Hold |
667
| – | – | ﹤0.01% | 943 |
|
|
2024
Q1 | $203K | Sell |
667
-425
| -39% | -$129K | ﹤0.01% | 1009 |
|
|
2023
Q4 | $296K | Sell |
1,092
-325
| -23% | -$88K | ﹤0.01% | 875 |
|
|
2023
Q3 | $350K | Sell |
1,417
-67
| -5% | -$16.5K | ﹤0.01% | 706 |
|
|
2023
Q2 | $377K | Sell |
1,484
-67
| -4% | -$17K | ﹤0.01% | 728 |
|
|
2023
Q1 | $357K | Sell |
1,551
-1,394
| -47% | -$321K | ﹤0.01% | 780 |
|
|
2022
Q4 | $621K | Buy |
2,945
+1,500
| +104% | +$316K | ﹤0.01% | 724 |
|
|
2022
Q3 | $301K | Buy |
1,445
+37
| +3% | +$7.71K | ﹤0.01% | 909 |
|
|
2022
Q2 | $306K | Buy |
1,408
+69
| +5% | +$15K | ﹤0.01% | 934 |
|
|
2022
Q1 | $369K | Sell |
1,339
-191
| -12% | -$52.6K | ﹤0.01% | 929 |
|
|
2021
Q4 | $462K | Buy |
1,530
+181
| +13% | +$54.7K | ﹤0.01% | 883 |
|
|
2021
Q3 | $360K | Sell |
1,349
-203
| -13% | -$54.2K | ﹤0.01% | 947 |
|
|
2021
Q2 | $407K | Buy |
1,552
+177
| +13% | +$46.4K | ﹤0.01% | 921 |
|
|
2021
Q1 | $323K | Buy |
1,375
+61
| +5% | +$14.3K | ﹤0.01% | 961 |
|
|
2020
Q4 | $302K | Hold |
1,314
| – | – | ﹤0.01% | 992 |
|
|
2020
Q3 | $274K | Buy |
+1,314
| New | +$274K | ﹤0.01% | 976 |
|
|
2020
Q2 | – | Sell |
-1,613
| Closed | -$240K | – | 1258 |
|
|
2020
Q1 | $240K | Sell |
1,613
-948
| -37% | -$141K | ﹤0.01% | 1021 |
|
|
2019
Q4 | $447K | Sell |
2,561
-44
| -2% | -$7.68K | ﹤0.01% | 1020 |
|
|
2019
Q3 | $421K | Sell |
2,605
-1,500
| -37% | -$242K | ﹤0.01% | 983 |
|
|
2019
Q2 | $661K | Sell |
4,105
-3,709
| -47% | -$597K | ﹤0.01% | 935 |
|
|
2019
Q1 | $1.21M | Sell |
7,814
-2,783
| -26% | -$430K | 0.01% | 722 |
|
|
2018
Q4 | $1.43M | Sell |
10,597
-11,027
| -51% | -$1.49M | 0.01% | 632 |
|
|
2018
Q3 | $3.43M | Sell |
21,624
-30,868
| -59% | -$4.9M | 0.02% | 498 |
|
|
2018
Q2 | $7.66M | Sell |
52,492
-2,560
| -5% | -$374K | 0.06% | 344 |
|
|
2018
Q1 | $7.66M | Buy |
55,052
+4,741
| +9% | +$660K | 0.06% | 341 |
|
|
2017
Q4 | $6.89M | Buy |
50,311
+8,327
| +20% | +$1.14M | 0.05% | 359 |
|
|
2017
Q3 | $5.4M | Buy |
41,984
+6,386
| +18% | +$822K | 0.05% | 378 |
|
|
2017
Q2 | $4.37M | Buy |
35,598
+7,338
| +26% | +$901K | 0.04% | 410 |
|
|
2017
Q1 | $3.34M | Buy |
28,260
+17,696
| +168% | +$2.09M | 0.03% | 445 |
|
|
2016
Q4 | $1.15M | Buy |
+10,564
| New | +$1.15M | 0.01% | 712 |
|