United Capital Financial Advisors’s Vanguard Communication Services ETF VOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-3,379
| Closed | -$278K | – | 1073 |
|
|
2022
Q4 | $278K | Sell |
3,379
-97
| -3% | -$7.98K | ﹤0.01% | 900 |
|
|
2022
Q3 | $286K | Buy |
3,476
+255
| +8% | +$21K | ﹤0.01% | 922 |
|
|
2022
Q2 | $303K | Buy |
3,221
+60
| +2% | +$5.64K | ﹤0.01% | 939 |
|
|
2022
Q1 | $379K | Sell |
3,161
-7
| -0.2% | -$839 | ﹤0.01% | 917 |
|
|
2021
Q4 | $429K | Buy |
3,168
+84
| +3% | +$11.4K | ﹤0.01% | 908 |
|
|
2021
Q3 | $434K | Buy |
3,084
+406
| +15% | +$57.1K | ﹤0.01% | 896 |
|
|
2021
Q2 | $385K | Buy |
2,678
+502
| +23% | +$72.2K | ﹤0.01% | 945 |
|
|
2021
Q1 | $283K | Sell |
2,176
-136
| -6% | -$17.7K | ﹤0.01% | 998 |
|
|
2020
Q4 | $278K | Sell |
2,312
-133
| -5% | -$16K | ﹤0.01% | 1019 |
|
|
2020
Q3 | $249K | Buy |
2,445
+1
| +0% | +$102 | ﹤0.01% | 1010 |
|
|
2020
Q2 | $227K | Sell |
2,444
-434
| -15% | -$40.3K | ﹤0.01% | 1060 |
|
|
2020
Q1 | $219K | Sell |
2,878
-145
| -5% | -$11K | ﹤0.01% | 1042 |
|
|
2019
Q4 | $284K | Sell |
3,023
-147
| -5% | -$13.8K | ﹤0.01% | 1145 |
|
|
2019
Q3 | $275K | Buy |
+3,170
| New | +$275K | ﹤0.01% | 1092 |
|
|
2019
Q2 | – | Sell |
-3,269
| Closed | -$273K | – | 1470 |
|
|
2019
Q1 | $273K | Sell |
3,269
-255
| -7% | -$21.3K | ﹤0.01% | 1145 |
|
|
2018
Q4 | $261K | Sell |
3,524
-8,276
| -70% | -$613K | ﹤0.01% | 1114 |
|
|
2018
Q3 | $1.03M | Buy |
11,800
+7,619
| +182% | +$663K | 0.01% | 775 |
|
|
2018
Q2 | $355K | Sell |
4,181
-405,238
| -99% | -$34.4M | ﹤0.01% | 1031 |
|
|
2018
Q1 | $34.3M | Sell |
409,419
-1,730
| -0.4% | -$145K | 0.26% | 87 |
|
|
2017
Q4 | $37.5M | Buy |
411,149
+406,774
| +9,298% | +$37.1M | 0.3% | 73 |
|
|
2017
Q3 | $404K | Buy |
4,375
+480
| +12% | +$44.3K | ﹤0.01% | 1026 |
|
|
2017
Q2 | $358K | Sell |
3,895
-431,862
| -99% | -$39.7M | ﹤0.01% | 1019 |
|
|
2017
Q1 | $41.3M | Buy |
435,757
+239,853
| +122% | +$22.8M | 0.39% | 56 |
|
|
2016
Q4 | $19.6M | Buy |
195,904
+174,707
| +824% | +$17.5M | 0.19% | 111 |
|
|
2016
Q3 | $2M | Buy |
+21,197
| New | +$2M | 0.02% | 589 |
|
|
2016
Q2 | – | Sell |
-336,399
| Closed | -$31.2M | – | 1291 |
|
|
2016
Q1 | $31.2M | Buy |
+336,399
| New | +$31.2M | 0.34% | 54 |
|
|
2015
Q3 | – | Sell |
-12,831
| Closed | -$1.12M | – | 1318 |
|
|
2015
Q2 | $1.12M | Sell |
12,831
-3,331
| -21% | -$290K | 0.01% | 708 |
|
|
2015
Q1 | $1.45M | Sell |
16,162
-3,421
| -17% | -$307K | 0.02% | 638 |
|
|
2014
Q4 | $1.66M | Sell |
19,583
-3,292
| -14% | -$279K | 0.02% | 521 |
|
|
2014
Q3 | $2M | Sell |
22,875
-3,051
| -12% | -$266K | 0.03% | 439 |
|
|
2014
Q2 | $2.28M | Sell |
25,926
-4,584
| -15% | -$403K | 0.04% | 390 |
|
|
2014
Q1 | $2.6M | Sell |
30,510
-3,462
| -10% | -$295K | 0.06% | 315 |
|
|
2013
Q4 | $2.84M | Sell |
33,972
-9,064
| -21% | -$758K | 0.1% | 196 |
|
|
2013
Q3 | $3.48M | Sell |
43,036
-12,445
| -22% | -$1.01M | 0.11% | 180 |
|
|
2013
Q2 | $4.38M | Buy |
+55,481
| New | +$4.38M | 0.12% | 211 |
|