United Capital Financial Advisors’s Vanguard Utilities ETF VPU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.97M | Buy |
14,979
+860
| +6% | +$167K | 0.02% | 469 |
|
|
2025
Q4 | $2.61M | Buy |
14,119
+3,703
| +36% | +$711K | 0.02% | 473 |
|
|
2025
Q3 | $1.97M | Buy |
10,416
+3
| +0% | +$549 | 0.01% | 473 |
|
|
2025
Q2 | $1.84M | Buy |
10,413
+536
| +5% | +$92.5K | 0.01% | 459 |
|
|
2025
Q1 | $1.69M | Sell |
9,877
-78
| -0.8% | -$13.2K | 0.01% | 461 |
|
|
2024
Q4 | $1.63M | Sell |
9,955
-1,841
| -16% | -$315K | 0.01% | 462 |
|
|
2024
Q3 | $2.05M | Sell |
11,796
-1,447
| -11% | -$233K | 0.02% | 408 |
|
|
2024
Q2 | $1.96M | Sell |
13,243
-887
| -6% | -$132K | 0.02% | 407 |
|
|
2024
Q1 | $2.01M | Sell |
14,130
-1,345
| -9% | -$182K | 0.02% | 427 |
|
|
2023
Q4 | $2.12M | Sell |
15,475
-54
| -0.3% | -$7.13K | 0.02% | 409 |
|
|
2023
Q3 | $1.98M | Sell |
15,529
-5,993
| -28% | -$838K | 0.01% | 426 |
|
|
2023
Q2 | $3.06M | Sell |
21,522
-5,049
| -19% | -$740K | 0.02% | 383 |
|
|
2023
Q1 | $3.92M | Sell |
26,571
-4,567
| -15% | -$676K | 0.02% | 351 |
|
|
2022
Q4 | $4.78M | Sell |
31,138
-638
| -2% | -$94.5K | 0.03% | 331 |
|
|
2022
Q3 | $4.52M | Buy |
31,776
+1,194
| +4% | +$190K | 0.03% | 334 |
|
|
2022
Q2 | $4.66M | Buy |
30,582
+309
| +1% | +$48.6K | 0.03% | 347 |
|
|
2022
Q1 | $4.9M | Buy |
30,273
+15,572
| +106% | +$2.35M | 0.02% | 371 |
|
|
2021
Q4 | $2.3M | Buy |
14,701
+1,076
| +8% | +$159K | 0.01% | 506 |
|
|
2021
Q3 | $1.9M | Sell |
13,625
-141
| -1% | -$20.6K | 0.01% | 537 |
|
|
2021
Q2 | $1.91M | Sell |
13,766
-808
| -6% | -$116K | 0.01% | 550 |
|
|
2021
Q1 | $2.05M | Buy |
14,574
+1,809
| +14% | +$246K | 0.01% | 503 |
|
|
2020
Q4 | $1.75M | Sell |
12,765
-339
| -3% | -$46.7K | 0.01% | 537 |
|
|
2020
Q3 | $1.69M | Buy |
13,104
+946
| +8% | +$122K | 0.01% | 540 |
|
|
2020
Q2 | $1.5M | Sell |
12,158
-1,982
| -14% | -$251K | 0.01% | 573 |
|
|
2020
Q1 | $1.72M | Buy |
14,140
+143
| +1% | +$20.1K | 0.01% | 526 |
|
|
2019
Q4 | $2M | Buy |
13,997
+668
| +5% | +$93.9K | 0.01% | 607 |
|
|
2019
Q3 | $1.92M | Buy |
13,329
+10,278
| +337% | +$1.41M | 0.01% | 596 |
|
|
2019
Q2 | $406K | Sell |
3,051
-334
| -10% | -$43.7K | ﹤0.01% | 1110 |
|
|
2019
Q1 | $439K | Buy |
3,385
+100
| +3% | +$12.4K | ﹤0.01% | 1021 |
|
|
2018
Q4 | $387K | Sell |
3,285
-172
| -5% | -$20.8K | ﹤0.01% | 983 |
|
|
2018
Q3 | $407K | Sell |
3,457
-6
| -0.2% | -$712 | ﹤0.01% | 1014 |
|
|
2018
Q2 | $402K | Buy |
3,463
+629
| +22% | +$70.7K | ﹤0.01% | 995 |
|
|
2018
Q1 | $317K | Buy |
2,834
+86
| +3% | +$9.49K | ﹤0.01% | 1074 |
|
|
2017
Q4 | $320K | Sell |
2,748
-310
| -10% | -$37.4K | ﹤0.01% | 1093 |
|
|
2017
Q3 | $357K | Sell |
3,058
-1,052
| -26% | -$124K | ﹤0.01% | 1057 |
|
|
2017
Q2 | $470K | Sell |
4,110
-7,069
| -63% | -$815K | ﹤0.01% | 936 |
|
|
2017
Q1 | $1.26M | Buy |
11,179
+18
| +0.2% | +$1.98K | 0.01% | 682 |
|
|
2016
Q4 | $1.19M | Sell |
11,161
-805
| -7% | -$84.3K | 0.01% | 697 |
|
|
2016
Q3 | $1.28M | Sell |
11,966
-747
| -6% | -$82.7K | 0.01% | 711 |
|
|
2016
Q2 | $1.46M | Sell |
12,713
-1,043
| -8% | -$112K | 0.01% | 627 |
|
|
2016
Q1 | $1.48M | Buy |
13,756
+9,952
| +262% | +$994K | 0.02% | 603 |
|
|
2015
Q4 | $357K | Sell |
3,804
-322
| -8% | -$30.2K | ﹤0.01% | 970 |
|
|
2015
Q3 | $384K | Buy |
4,126
+236
| +6% | +$21.9K | ﹤0.01% | 977 |
|
|
2015
Q2 | $350K | Buy |
3,890
+1,690
| +77% | +$161K | ﹤0.01% | 1030 |
|
|
2015
Q1 | $212K | Hold |
2,200
| – | – | ﹤0.01% | 1167 |
|
|
2014
Q4 | $225K | Hold |
2,200
| – | – | ﹤0.01% | 1058 |
|
|
2014
Q3 | $201K | Buy |
+2,200
| New | +$203K | ﹤0.01% | 1047 |
|
|
2013
Q3 | – | Sell |
-3,738
| Closed | -$307K | – | 749 |
|
|
2013
Q2 | $307K | Buy |
+3,738
| New | +$318K | 0.01% | 594 |
|
Other funds holding VPU
BCMIO
