United Capital Financial Advisors’s Vanguard S&P 500 Value ETF VOOV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-6,396	Closed	-$951K	–	1123
2023 Q3	$951K	Sell	6,396 -770	-11%	-$114K	0.01%	526
2023 Q2	$1.12M	Sell	7,166 -95	-1%	-$14.8K	0.01%	528
2023 Q1	$1.07M	Sell	7,261 -121	-2%	-$17.8K	0.01%	559
2022 Q4	$1.03M	Buy	+7,382	New	+$1.03M	0.01%	603