United Capital Financial Advisors’s Vanguard FTSE Pacific ETF VPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.04M | Sell |
36,974
-10,661
| -22% | -$876K | 0.02% | 358 |
|
|
2025
Q1 | $3.45M | Sell |
47,635
-3,710
| -7% | -$269K | 0.03% | 328 |
|
|
2024
Q4 | $3.65M | Sell |
51,345
-1,884
| -4% | -$134K | 0.03% | 306 |
|
|
2024
Q3 | $4.17M | Sell |
53,229
-5,139
| -9% | -$403K | 0.03% | 292 |
|
|
2024
Q2 | $4.33M | Sell |
58,368
-16,084
| -22% | -$1.19M | 0.04% | 282 |
|
|
2024
Q1 | $5.66M | Sell |
74,452
-40,868
| -35% | -$3.11M | 0.05% | 261 |
|
|
2023
Q4 | $8.31M | Sell |
115,320
-242,563
| -68% | -$17.5M | 0.07% | 217 |
|
|
2023
Q3 | $23.9M | Sell |
357,883
-10,125
| -3% | -$677K | 0.16% | 131 |
|
|
2023
Q2 | $25.7M | Sell |
368,008
-96
| -0% | -$6.69K | 0.14% | 132 |
|
|
2023
Q1 | $25M | Sell |
368,104
-2,449
| -0.7% | -$166K | 0.14% | 140 |
|
|
2022
Q4 | $23.8M | Sell |
370,553
-27,756
| -7% | -$1.79M | 0.13% | 145 |
|
|
2022
Q3 | $22.9M | Sell |
398,309
-8,747
| -2% | -$502K | 0.14% | 145 |
|
|
2022
Q2 | $25.8M | Sell |
407,056
-4,599
| -1% | -$292K | 0.14% | 146 |
|
|
2022
Q1 | $30.5M | Buy |
411,655
+5,357
| +1% | +$397K | 0.15% | 139 |
|
|
2021
Q4 | $31.7M | Buy |
406,298
+13,803
| +4% | +$1.08M | 0.15% | 145 |
|
|
2021
Q3 | $31.8M | Buy |
392,495
+16,531
| +4% | +$1.34M | 0.16% | 135 |
|
|
2021
Q2 | $30.9M | Buy |
375,964
+15,423
| +4% | +$1.27M | 0.16% | 138 |
|
|
2021
Q1 | $29.4M | Buy |
360,541
+18,231
| +5% | +$1.49M | 0.16% | 133 |
|
|
2020
Q4 | $27.2M | Buy |
342,310
+46,836
| +16% | +$3.73M | 0.16% | 137 |
|
|
2020
Q3 | $20.1M | Buy |
295,474
+10,870
| +4% | +$740K | 0.13% | 171 |
|
|
2020
Q2 | $18.1M | Buy |
284,604
+1,143
| +0.4% | +$72.8K | 0.13% | 172 |
|
|
2020
Q1 | $15.6M | Buy |
283,461
+13,902
| +5% | +$767K | 0.13% | 170 |
|
|
2019
Q4 | $18.8M | Buy |
269,559
+8,321
| +3% | +$579K | 0.12% | 206 |
|
|
2019
Q3 | $17.3M | Buy |
261,238
+5,597
| +2% | +$370K | 0.12% | 208 |
|
|
2019
Q2 | $16.9M | Buy |
255,641
+4,997
| +2% | +$330K | 0.11% | 198 |
|
|
2019
Q1 | $16.5M | Buy |
250,644
+24,047
| +11% | +$1.58M | 0.12% | 193 |
|
|
2018
Q4 | $13.7M | Sell |
226,597
-7,859
| -3% | -$477K | 0.11% | 195 |
|
|
2018
Q3 | $16.7M | Buy |
234,456
+8,525
| +4% | +$606K | 0.12% | 191 |
|
|
2018
Q2 | $15.8M | Buy |
225,931
+8,951
| +4% | +$626K | 0.12% | 193 |
|
|
2018
Q1 | $15.8M | Buy |
216,980
+9,775
| +5% | +$713K | 0.12% | 193 |
|
|
2017
Q4 | $15.1M | Buy |
207,205
+81,007
| +64% | +$5.89M | 0.12% | 208 |
|
|
2017
Q3 | $8.61M | Sell |
126,198
-1,096
| -0.9% | -$74.8K | 0.07% | 304 |
|
|
2017
Q2 | $8.38M | Buy |
127,294
+113,871
| +848% | +$7.49M | 0.08% | 303 |
|
|
2017
Q1 | $849K | Buy |
13,423
+402
| +3% | +$25.4K | 0.01% | 789 |
|
|
2016
Q4 | $757K | Sell |
13,021
-766
| -6% | -$44.5K | 0.01% | 819 |
|
|
2016
Q3 | $835K | Sell |
13,787
-235
| -2% | -$14.2K | 0.01% | 825 |
|
|
2016
Q2 | $785K | Sell |
14,022
-213
| -1% | -$11.9K | 0.01% | 801 |
|
|
2016
Q1 | $787K | Buy |
14,235
+1,065
| +8% | +$58.9K | 0.01% | 764 |
|
|
2015
Q4 | $746K | Sell |
13,170
-254
| -2% | -$14.4K | 0.01% | 770 |
|
|
2015
Q3 | $721K | Sell |
13,424
-19,491
| -59% | -$1.05M | 0.01% | 791 |
|
|
2015
Q2 | $2.01M | Sell |
32,915
-4,149
| -11% | -$253K | 0.02% | 569 |
|
|
2015
Q1 | $2.35M | Buy |
37,064
+28,550
| +335% | +$1.81M | 0.03% | 520 |
|
|
2014
Q4 | $484K | Buy |
8,514
+462
| +6% | +$26.3K | 0.01% | 832 |
|
|
2014
Q3 | $477K | Buy |
+8,052
| New | +$477K | 0.01% | 805 |
|
|
2014
Q2 | – | Sell |
-8,052
| Closed | -$476K | – | 938 |
|
|
2014
Q1 | $476K | Hold |
8,052
| – | – | 0.01% | 646 |
|
|
2013
Q4 | $494K | Buy |
+8,052
| New | +$494K | 0.02% | 439 |
|