United Capital Financial Advisors’s Vanguard Russell 3000 ETF VTHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,360
| Closed | -$317K | – | 1117 |
|
|
2024
Q1 | $317K | Hold |
1,360
| – | – | ﹤0.01% | 859 |
|
|
2023
Q4 | $289K | Sell |
1,360
-1,090
| -44% | -$216K | ﹤0.01% | 884 |
|
|
2023
Q3 | $467K | Sell |
2,450
-559
| -19% | -$111K | ﹤0.01% | 648 |
|
|
2023
Q2 | $594K | Sell |
3,009
-65
| -2% | -$12.2K | ﹤0.01% | 656 |
|
|
2023
Q1 | $563K | Sell |
3,074
-6,082
| -66% | -$1.09M | ﹤0.01% | 704 |
|
|
2022
Q4 | $1.57M | Hold |
9,156
| – | – | 0.01% | 527 |
|
|
2022
Q3 | $1.48M | Sell |
9,156
-12
| -0.1% | -$2.15K | 0.01% | 529 |
|
|
2022
Q2 | $1.55M | Sell |
9,168
-424
| -4% | -$78.1K | 0.01% | 546 |
|
|
2022
Q1 | $1.96M | Sell |
9,592
-678
| -7% | -$136K | 0.01% | 517 |
|
|
2021
Q4 | $2.21M | Sell |
10,270
-220
| -2% | -$46.3K | 0.01% | 517 |
|
|
2021
Q3 | $2.08M | Hold |
10,490
| – | – | 0.01% | 516 |
|
|
2021
Q2 | $2.09M | Sell |
10,490
-1,159
| -10% | -$225K | 0.01% | 531 |
|
|
2021
Q1 | $2.15M | Hold |
11,649
| – | – | 0.01% | 492 |
|
|
2020
Q4 | $2.03M | Hold |
11,649
| – | – | 0.01% | 503 |
|
|
2020
Q3 | $1.77M | Sell |
11,649
-25
| -0.2% | -$3.76K | 0.01% | 531 |
|
|
2020
Q2 | $1.63M | Sell |
11,674
-5,757
| -33% | -$759K | 0.01% | 558 |
|
|
2020
Q1 | $2.01M | Sell |
17,431
-2,022
| -10% | -$280K | 0.02% | 492 |
|
|
2019
Q4 | $2.85M | Sell |
19,453
-2,137
| -10% | -$299K | 0.02% | 532 |
|
|
2019
Q3 | $2.92M | Sell |
21,590
-1,996
| -8% | -$269K | 0.02% | 514 |
|
|
2019
Q2 | $3.16M | Sell |
23,586
-1,373
| -6% | -$181K | 0.02% | 507 |
|
|
2019
Q1 | $3.23M | Buy |
24,959
+4,058
| +19% | +$505K | 0.02% | 496 |
|
|
2018
Q4 | $2.38M | Sell |
20,901
-398
| -2% | -$49K | 0.02% | 522 |
|
|
2018
Q3 | $2.85M | Sell |
21,299
-10
| -0% | -$1.31K | 0.02% | 539 |
|
|
2018
Q2 | $2.68M | Sell |
21,309
-2,798
| -12% | -$349K | 0.02% | 528 |
|
|
2018
Q1 | $2.93M | Sell |
24,107
-791
| -3% | -$99.1K | 0.02% | 501 |
|
|
2017
Q4 | $3.06M | Sell |
24,898
-2,456
| -9% | -$293K | 0.02% | 499 |
|
|
2017
Q3 | $3.17M | Sell |
27,354
-8,015
| -23% | -$908K | 0.03% | 470 |
|
|
2017
Q2 | $3.94M | Sell |
35,369
-1,828
| -5% | -$201K | 0.04% | 427 |
|
|
2017
Q1 | $4.04M | Sell |
37,197
-276
| -0.7% | -$29.5K | 0.04% | 406 |
|
|
2016
Q4 | $3.87M | Sell |
37,473
-736
| -2% | -$73.9K | 0.04% | 421 |
|
|
2016
Q3 | $3.8M | Sell |
38,209
-520
| -1% | -$51.5K | 0.04% | 439 |
|
|
2016
Q2 | $3.68M | Sell |
38,729
-8,723
| -18% | -$827K | 0.04% | 426 |
|
|
2016
Q1 | $4.46M | Buy |
+47,452
| New | +$4.21M | 0.05% | 357 |
|
Other funds holding VTHR
C
GC
DT
United Capital Financial Advisors's VTHR Position: Q2 2024 in Review
United Capital Financial Advisors sold out of Vanguard Russell 3000 ETF (VTHR) in Q2 2024, closing a stake of 1,360 shares — an estimated $317K sold.
United Capital Financial Advisors first reported a position in VTHR in Q1 2016 and held it in 33 quarters. The position peaked at $4.46M in Q1 2016. 168 funds tracked by Wall St. Rank hold VTHR as of Q2 2024.
- United Capital Financial Advisors reported no remaining Vanguard Russell 3000 ETF position as of Q2 2024 after selling out during the quarter.
- United Capital Financial Advisors sold 1,360 Vanguard Russell 3000 ETF shares in Q2 2024, an estimated $317K.
- United Capital Financial Advisors first reported a position in Vanguard Russell 3000 ETF in Q1 2016 and held it in 33 quarters.
- United Capital Financial Advisors's Vanguard Russell 3000 ETF position peaked at $4.46M in Q1 2016.
- 168 funds tracked by Wall St. Rank held Vanguard Russell 3000 ETF as of Q2 2024.
Based on United Capital Financial Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.