United Capital Financial Advisors’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.76M | Sell |
9,714
-759
| -7% | -$216K | 0.02% | 382 |
|
|
2025
Q1 | $2.56M | Sell |
10,473
-29
| -0.3% | -$7.1K | 0.02% | 374 |
|
|
2024
Q4 | $2.66M | Buy |
10,502
+51
| +0.5% | +$12.9K | 0.02% | 365 |
|
|
2024
Q3 | $2.54M | Sell |
10,451
-301
| -3% | -$73.3K | 0.02% | 365 |
|
|
2024
Q2 | $2.47M | Sell |
10,752
-1,602
| -13% | -$368K | 0.02% | 364 |
|
|
2024
Q1 | $2.91M | Sell |
12,354
-446
| -3% | -$105K | 0.02% | 358 |
|
|
2023
Q4 | $2.81M | Sell |
12,800
-8,458
| -40% | -$1.86M | 0.02% | 363 |
|
|
2023
Q3 | $4.14M | Buy |
21,258
+371
| +2% | +$72.3K | 0.03% | 320 |
|
|
2023
Q2 | $4.3M | Buy |
20,887
+1,361
| +7% | +$280K | 0.02% | 333 |
|
|
2023
Q1 | $3.81M | Buy |
19,526
+1,655
| +9% | +$323K | 0.02% | 352 |
|
|
2022
Q4 | $3.21M | Sell |
17,871
-1,312
| -7% | -$236K | 0.02% | 394 |
|
|
2022
Q3 | $3.27M | Sell |
19,183
-2,946
| -13% | -$502K | 0.02% | 394 |
|
|
2022
Q2 | $3.88M | Buy |
22,129
+3,913
| +21% | +$686K | 0.02% | 375 |
|
|
2022
Q1 | $4.06M | Buy |
18,216
+1,426
| +8% | +$318K | 0.02% | 396 |
|
|
2021
Q4 | $4.28M | Buy |
16,790
+813
| +5% | +$207K | 0.02% | 393 |
|
|
2021
Q3 | $3.78M | Buy |
15,977
+823
| +5% | +$194K | 0.02% | 414 |
|
|
2021
Q2 | $3.58M | Buy |
15,154
+1,774
| +13% | +$419K | 0.02% | 430 |
|
|
2021
Q1 | $2.87M | Buy |
13,380
+2,113
| +19% | +$453K | 0.02% | 442 |
|
|
2020
Q4 | $2.39M | Sell |
11,267
-155
| -1% | -$32.9K | 0.01% | 468 |
|
|
2020
Q3 | $2.06M | Buy |
11,422
+314
| +3% | +$56.6K | 0.01% | 490 |
|
|
2020
Q2 | $1.83M | Buy |
11,108
+2,497
| +29% | +$412K | 0.01% | 535 |
|
|
2020
Q1 | $1.09M | Sell |
8,611
-2,060
| -19% | -$261K | 0.01% | 609 |
|
|
2019
Q4 | $1.69M | Buy |
10,671
+1,104
| +12% | +$175K | 0.01% | 631 |
|
|
2019
Q3 | $1.42M | Sell |
9,567
-1,009
| -10% | -$149K | 0.01% | 647 |
|
|
2019
Q2 | $1.58M | Buy |
10,576
+687
| +7% | +$103K | 0.01% | 677 |
|
|
2019
Q1 | $1.4M | Sell |
9,889
-29
| -0.3% | -$4.11K | 0.01% | 678 |
|
|
2018
Q4 | $1.19M | Sell |
9,918
-329
| -3% | -$39.4K | 0.01% | 664 |
|
|
2018
Q3 | $1.46M | Sell |
10,247
-202
| -2% | -$28.8K | 0.01% | 673 |
|
|
2018
Q2 | $1.4M | Buy |
10,449
+1,290
| +14% | +$173K | 0.01% | 674 |
|
|
2018
Q1 | $1.19M | Buy |
9,159
+1,078
| +13% | +$140K | 0.01% | 732 |
|
|
2017
Q4 | $1.04M | Buy |
8,081
+1,913
| +31% | +$246K | 0.01% | 773 |
|
|
2017
Q3 | $751K | Buy |
6,168
+28
| +0.5% | +$3.41K | 0.01% | 849 |
|
|
2017
Q2 | $722K | Buy |
6,140
+328
| +6% | +$38.6K | 0.01% | 843 |
|
|
2017
Q1 | $657K | Sell |
5,812
-1,140
| -16% | -$129K | 0.01% | 849 |
|
|
2016
Q4 | $735K | Buy |
6,952
+677
| +11% | +$71.6K | 0.01% | 824 |
|
|
2016
Q3 | $668K | Buy |
6,275
+1,407
| +29% | +$150K | 0.01% | 883 |
|
|
2016
Q2 | $497K | Sell |
4,868
-31
| -0.6% | -$3.17K | 0.01% | 919 |
|
|
2016
Q1 | $491K | Sell |
4,899
-53
| -1% | -$5.31K | 0.01% | 885 |
|
|
2015
Q4 | $494K | Sell |
4,952
-720
| -13% | -$71.8K | 0.01% | 890 |
|
|
2015
Q3 | $552K | Sell |
5,672
-8,340
| -60% | -$812K | 0.01% | 863 |
|
|
2015
Q2 | $1.49M | Buy |
+14,012
| New | +$1.49M | 0.02% | 647 |
|