United Capital Financial Advisors’s Vanguard Russell 3000 ETF VTHR Stock Holding History

United Capital Financial Advisors’s Portfolio VTHR Stock Details VTHR Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell
2024 Q1	$317K	Hold
2023 Q4	$289K	Sell
2023 Q3	$467K	Sell
2023 Q2	$594K	Sell
2023 Q1	$563K	Sell
2022 Q4	$1.57M	Hold
2022 Q3	$1.48M	Sell
2022 Q2	$1.55M	Sell
2022 Q1	$1.96M	Sell
2021 Q4	$2.21M	Sell
2021 Q3	$2.08M	Hold
2021 Q2	$2.09M	Sell
2021 Q1	$2.15M	Hold
2020 Q4	$2.03M	Hold
2020 Q3	$1.77M	Sell
2020 Q2	$1.63M	Sell
2020 Q1	$2.01M	Sell
2019 Q4	$2.85M	Sell
2019 Q3	$2.92M	Sell
2019 Q2	$3.16M	Sell
2019 Q1	$3.23M	Buy
2018 Q4	$2.38M	Sell
2018 Q3	$2.85M	Sell
2018 Q2	$2.68M	Sell
2018 Q1	$2.93M	Sell
2017 Q4	$3.06M	Sell
2017 Q3	$3.17M	Sell
2017 Q2	$3.94M	Sell
2017 Q1	$4.04M	Sell
2016 Q4	$3.87M	Sell
2016 Q3	$3.8M	Sell
2016 Q2	$3.68M	Sell
2016 Q1	$4.46M	Buy