United Capital Financial Advisors’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.61M | Buy |
32,936
+15,376
| +88% | +$754K | 0.01% | 486 |
|
|
2025
Q1 | $871K | Sell |
17,560
-54,922
| -76% | -$2.73M | 0.01% | 592 |
|
|
2024
Q4 | $3.63M | Buy |
72,482
+55,758
| +333% | +$2.8M | 0.03% | 307 |
|
|
2024
Q3 | $855K | Sell |
16,724
-636
| -4% | -$32.5K | 0.01% | 583 |
|
|
2024
Q2 | $870K | Buy |
17,360
+981
| +6% | +$49.2K | 0.01% | 561 |
|
|
2024
Q1 | $829K | Sell |
16,379
-26,386
| -62% | -$1.34M | 0.01% | 603 |
|
|
2023
Q4 | $2.18M | Buy |
42,765
+31,390
| +276% | +$1.6M | 0.02% | 404 |
|
|
2023
Q3 | $547K | Sell |
11,375
-12,324
| -52% | -$593K | ﹤0.01% | 626 |
|
|
2023
Q2 | $1.19M | Sell |
23,699
-19,122
| -45% | -$960K | 0.01% | 517 |
|
|
2023
Q1 | $2.17M | Sell |
42,821
-134,574
| -76% | -$6.82M | 0.01% | 436 |
|
|
2022
Q4 | $8.78M | Buy |
177,395
+57,482
| +48% | +$2.84M | 0.05% | 259 |
|
|
2022
Q3 | $5.77M | Buy |
119,913
+24,088
| +25% | +$1.16M | 0.03% | 308 |
|
|
2022
Q2 | $4.78M | Buy |
95,825
+5,254
| +6% | +$262K | 0.03% | 341 |
|
|
2022
Q1 | $4.67M | Buy |
90,571
+9,629
| +12% | +$496K | 0.02% | 375 |
|
|
2021
Q4 | $4.45M | Buy |
80,942
+2,988
| +4% | +$164K | 0.02% | 386 |
|
|
2021
Q3 | $4.27M | Buy |
77,954
+30,822
| +65% | +$1.69M | 0.02% | 397 |
|
|
2021
Q2 | $2.61M | Buy |
47,132
+14,474
| +44% | +$800K | 0.01% | 487 |
|
|
2021
Q1 | $1.78M | Buy |
32,658
+8,701
| +36% | +$475K | 0.01% | 529 |
|
|
2020
Q4 | $1.32M | Buy |
23,957
+702
| +3% | +$38.7K | 0.01% | 600 |
|
|
2020
Q3 | $1.27M | Sell |
23,255
-5,085
| -18% | -$277K | 0.01% | 592 |
|
|
2020
Q2 | $1.53M | Buy |
28,340
+6,659
| +31% | +$360K | 0.01% | 564 |
|
|
2020
Q1 | $1.15M | Buy |
21,681
+5,885
| +37% | +$311K | 0.01% | 599 |
|
|
2019
Q4 | $846K | Buy |
15,796
+688
| +5% | +$36.8K | 0.01% | 827 |
|
|
2019
Q3 | $810K | Sell |
15,108
-2,274
| -13% | -$122K | 0.01% | 801 |
|
|
2019
Q2 | $922K | Sell |
17,382
-16,159
| -48% | -$857K | 0.01% | 835 |
|
|
2019
Q1 | $1.75M | Sell |
33,541
-39,096
| -54% | -$2.04M | 0.01% | 624 |
|
|
2018
Q4 | $3.71M | Sell |
72,637
-754
| -1% | -$38.5K | 0.03% | 432 |
|
|
2018
Q3 | $3.71M | Buy |
73,391
+4,060
| +6% | +$205K | 0.03% | 489 |
|
|
2018
Q2 | $3.53M | Sell |
69,331
-1,406
| -2% | -$71.7K | 0.03% | 478 |
|
|
2018
Q1 | $3.6M | Buy |
70,737
+55,412
| +362% | +$2.82M | 0.03% | 464 |
|
|
2017
Q4 | $792K | Buy |
15,325
+5,006
| +49% | +$259K | 0.01% | 846 |
|
|
2017
Q3 | $533K | Buy |
+10,319
| New | +$533K | ﹤0.01% | 938 |
|
|
2017
Q1 | – | Sell |
-14,362
| Closed | -$722K | – | 1293 |
|
|
2016
Q4 | $722K | Hold |
14,362
| – | – | 0.01% | 829 |
|
|
2016
Q3 | $750K | Buy |
+14,362
| New | +$750K | 0.01% | 851 |
|