United Capital Financial Advisors’s Vanguard Total World Stock ETF VT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.49M | Sell |
73,847
-12,320
| -14% | -$1.58M | 0.08% | 203 |
|
|
2025
Q1 | $9.99M | Buy |
86,167
+4,015
| +5% | +$466K | 0.09% | 179 |
|
|
2024
Q4 | $9.65M | Sell |
82,152
-353
| -0.4% | -$41.5K | 0.08% | 180 |
|
|
2024
Q3 | $9.88M | Sell |
82,505
-84
| -0.1% | -$10.1K | 0.08% | 183 |
|
|
2024
Q2 | $9.3M | Sell |
82,589
-581
| -0.7% | -$65.4K | 0.08% | 183 |
|
|
2024
Q1 | $9.19M | Sell |
83,170
-1,998
| -2% | -$221K | 0.08% | 191 |
|
|
2023
Q4 | $8.76M | Buy |
85,168
+61,960
| +267% | +$6.37M | 0.07% | 207 |
|
|
2023
Q3 | $2.16M | Sell |
23,208
-10,266
| -31% | -$957K | 0.01% | 413 |
|
|
2023
Q2 | $3.25M | Sell |
33,474
-10,411
| -24% | -$1.01M | 0.02% | 373 |
|
|
2023
Q1 | $4.04M | Sell |
43,885
-33,133
| -43% | -$3.05M | 0.02% | 346 |
|
|
2022
Q4 | $6.64M | Buy |
77,018
+8,290
| +12% | +$715K | 0.04% | 299 |
|
|
2022
Q3 | $5.42M | Buy |
68,728
+659
| +1% | +$52K | 0.03% | 315 |
|
|
2022
Q2 | $5.81M | Buy |
68,069
+8,601
| +14% | +$734K | 0.03% | 321 |
|
|
2022
Q1 | $6.02M | Sell |
59,468
-2,821
| -5% | -$286K | 0.03% | 340 |
|
|
2021
Q4 | $6.69M | Buy |
62,289
+2,980
| +5% | +$320K | 0.03% | 332 |
|
|
2021
Q3 | $6.04M | Sell |
59,309
-5,294
| -8% | -$539K | 0.03% | 345 |
|
|
2021
Q2 | $6.69M | Sell |
64,603
-309
| -0.5% | -$32K | 0.03% | 335 |
|
|
2021
Q1 | $6.32M | Sell |
64,912
-140
| -0.2% | -$13.6K | 0.03% | 324 |
|
|
2020
Q4 | $6.02M | Buy |
65,052
+2,246
| +4% | +$208K | 0.04% | 324 |
|
|
2020
Q3 | $5.07M | Sell |
62,806
-3,997
| -6% | -$322K | 0.03% | 342 |
|
|
2020
Q2 | $5M | Sell |
66,803
-2,921
| -4% | -$218K | 0.04% | 359 |
|
|
2020
Q1 | $4.38M | Sell |
69,724
-13,477
| -16% | -$846K | 0.04% | 358 |
|
|
2019
Q4 | $6.74M | Buy |
83,201
+15,550
| +23% | +$1.26M | 0.04% | 364 |
|
|
2019
Q3 | $5.06M | Buy |
67,651
+14,800
| +28% | +$1.11M | 0.04% | 410 |
|
|
2019
Q2 | $3.97M | Buy |
52,851
+38,913
| +279% | +$2.92M | 0.03% | 462 |
|
|
2019
Q1 | $1.02M | Sell |
13,938
-3,729
| -21% | -$273K | 0.01% | 766 |
|
|
2018
Q4 | $1.16M | Buy |
17,667
+4,040
| +30% | +$264K | 0.01% | 673 |
|
|
2018
Q3 | $1.03M | Sell |
13,627
-2,520
| -16% | -$191K | 0.01% | 773 |
|
|
2018
Q2 | $1.19M | Sell |
16,147
-3,572
| -18% | -$262K | 0.01% | 723 |
|
|
2018
Q1 | $1.45M | Buy |
19,719
+10,712
| +119% | +$789K | 0.01% | 676 |
|
|
2017
Q4 | $669K | Buy |
9,007
+824
| +10% | +$61.2K | 0.01% | 888 |
|
|
2017
Q3 | $579K | Buy |
8,183
+1,286
| +19% | +$91K | ﹤0.01% | 917 |
|
|
2017
Q2 | $466K | Sell |
6,897
-409
| -6% | -$27.6K | ﹤0.01% | 940 |
|
|
2017
Q1 | $477K | Sell |
7,306
-63,954
| -90% | -$4.18M | ﹤0.01% | 919 |
|
|
2016
Q4 | $4.35M | Buy |
71,260
+62,173
| +684% | +$3.79M | 0.04% | 388 |
|
|
2016
Q3 | $553K | Buy |
9,087
+74
| +0.8% | +$4.5K | 0.01% | 935 |
|
|
2016
Q2 | $523K | Sell |
9,013
-2,110
| -19% | -$122K | 0.01% | 901 |
|
|
2016
Q1 | $642K | Sell |
11,123
-17,439
| -61% | -$1.01M | 0.01% | 810 |
|
|
2015
Q4 | $1.65M | Buy |
28,562
+1,449
| +5% | +$83.5K | 0.02% | 580 |
|
|
2015
Q3 | $1.5M | Sell |
27,113
-144,882
| -84% | -$8.02M | 0.02% | 585 |
|
|
2015
Q2 | $10.6M | Buy |
171,995
+19,395
| +13% | +$1.19M | 0.12% | 199 |
|
|
2015
Q1 | $9.64M | Buy |
152,600
+148,977
| +4,112% | +$9.41M | 0.12% | 223 |
|
|
2014
Q4 | $218K | Sell |
3,623
-1,967
| -35% | -$118K | ﹤0.01% | 1076 |
|
|
2014
Q3 | $337K | Buy |
+5,590
| New | +$337K | 0.01% | 904 |
|
|
2014
Q2 | – | Sell |
-6,688
| Closed | -$399K | – | 939 |
|
|
2014
Q1 | $399K | Hold |
6,688
| – | – | 0.01% | 694 |
|
|
2013
Q4 | $397K | Sell |
6,688
-352
| -5% | -$20.9K | 0.01% | 465 |
|
|
2013
Q3 | $391K | Buy |
7,040
+6
| +0.1% | +$333 | 0.01% | 503 |
|
|
2013
Q2 | $362K | Buy |
+7,034
| New | +$362K | 0.01% | 564 |
|