United Capital Financial Advisors’s Vanguard Total Stock Market ETF VTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $36.3M | Sell |
119,548
-8,584
| -7% | -$2.61M | 0.29% | 75 |
|
|
2025
Q1 | $35.2M | Sell |
128,132
-4,799
| -4% | -$1.32M | 0.3% | 76 |
|
|
2024
Q4 | $38.5M | Sell |
132,931
-2,771
| -2% | -$803K | 0.33% | 66 |
|
|
2024
Q3 | $38.4M | Sell |
135,702
-1,696
| -1% | -$480K | 0.32% | 71 |
|
|
2024
Q2 | $36.8M | Sell |
137,398
-364
| -0.3% | -$97.4K | 0.32% | 64 |
|
|
2024
Q1 | $35.8M | Sell |
137,762
-11,770
| -8% | -$3.06M | 0.3% | 75 |
|
|
2023
Q4 | $35.5M | Sell |
149,532
-123,722
| -45% | -$29.3M | 0.29% | 76 |
|
|
2023
Q3 | $58M | Sell |
273,254
-6,680
| -2% | -$1.42M | 0.38% | 55 |
|
|
2023
Q2 | $61.7M | Sell |
279,934
-14,274
| -5% | -$3.14M | 0.34% | 60 |
|
|
2023
Q1 | $60M | Sell |
294,208
-24,614
| -8% | -$5.02M | 0.34% | 60 |
|
|
2022
Q4 | $61M | Buy |
318,822
+7,541
| +2% | +$1.44M | 0.34% | 62 |
|
|
2022
Q3 | $55.9M | Sell |
311,281
-5,940
| -2% | -$1.07M | 0.33% | 63 |
|
|
2022
Q2 | $59.8M | Buy |
317,221
+17,114
| +6% | +$3.23M | 0.33% | 67 |
|
|
2022
Q1 | $68.3M | Buy |
300,107
+18,620
| +7% | +$4.24M | 0.33% | 62 |
|
|
2021
Q4 | $68M | Buy |
281,487
+5,970
| +2% | +$1.44M | 0.31% | 64 |
|
|
2021
Q3 | $61.2M | Sell |
275,517
-5,304
| -2% | -$1.18M | 0.31% | 67 |
|
|
2021
Q2 | $62.6M | Sell |
280,821
-42,558
| -13% | -$9.48M | 0.32% | 68 |
|
|
2021
Q1 | $66.8M | Buy |
323,379
+2,091
| +0.7% | +$432K | 0.37% | 59 |
|
|
2020
Q4 | $62.5M | Sell |
321,288
-18,637
| -5% | -$3.63M | 0.38% | 56 |
|
|
2020
Q3 | $57.9M | Buy |
339,925
+14,703
| +5% | +$2.5M | 0.38% | 56 |
|
|
2020
Q2 | $50.9M | Sell |
325,222
-14,057
| -4% | -$2.2M | 0.37% | 63 |
|
|
2020
Q1 | $43.7M | Sell |
339,279
-21,576
| -6% | -$2.78M | 0.36% | 62 |
|
|
2019
Q4 | $59M | Sell |
360,855
-26,287
| -7% | -$4.3M | 0.38% | 52 |
|
|
2019
Q3 | $58.5M | Sell |
387,142
-75,552
| -16% | -$11.4M | 0.41% | 46 |
|
|
2019
Q2 | $69.4M | Buy |
462,694
+24,925
| +6% | +$3.74M | 0.45% | 42 |
|
|
2019
Q1 | $63.4M | Buy |
437,769
+190,668
| +77% | +$27.6M | 0.45% | 41 |
|
|
2018
Q4 | $31.5M | Sell |
247,101
-512,963
| -67% | -$65.5M | 0.25% | 87 |
|
|
2018
Q3 | $114M | Buy |
760,064
+162,300
| +27% | +$24.3M | 0.8% | 16 |
|
|
2018
Q2 | $83.9M | Buy |
597,764
+58,692
| +11% | +$8.24M | 0.63% | 21 |
|
|
2018
Q1 | $73.2M | Sell |
539,072
-83,280
| -13% | -$11.3M | 0.56% | 25 |
|
|
2017
Q4 | $85.7M | Sell |
622,352
-115,730
| -16% | -$15.9M | 0.68% | 20 |
|
|
2017
Q3 | $95.6M | Buy |
738,082
+22,103
| +3% | +$2.86M | 0.81% | 13 |
|
|
2017
Q2 | $89.1M | Buy |
715,979
+18,893
| +3% | +$2.35M | 0.8% | 15 |
|
|
2017
Q1 | $84.6M | Sell |
697,086
-4,699
| -0.7% | -$570K | 0.79% | 14 |
|
|
2016
Q4 | $80.9M | Sell |
701,785
-20,240
| -3% | -$2.33M | 0.79% | 16 |
|
|
2016
Q3 | $80.4M | Sell |
722,025
-27,969
| -4% | -$3.11M | 0.78% | 15 |
|
|
2016
Q2 | $80.2M | Sell |
749,994
-29,945
| -4% | -$3.2M | 0.82% | 16 |
|
|
2016
Q1 | $81.8M | Sell |
779,939
-65,745
| -8% | -$6.89M | 0.9% | 15 |
|
|
2015
Q4 | $88.2M | Buy |
845,684
+655,274
| +344% | +$68.3M | 1.02% | 14 |
|
|
2015
Q3 | $18.8M | Sell |
190,410
-817,236
| -81% | -$80.7M | 0.23% | 84 |
|
|
2015
Q2 | $108M | Buy |
1,007,646
+88,619
| +10% | +$9.48M | 1.25% | 7 |
|
|
2015
Q1 | $99.2M | Buy |
919,027
+62,874
| +7% | +$6.78M | 1.21% | 7 |
|
|
2014
Q4 | $90.8M | Buy |
856,153
+55,238
| +7% | +$5.86M | 1.36% | 7 |
|
|
2014
Q3 | $81.1M | Buy |
800,915
+27,768
| +4% | +$2.81M | 1.41% | 4 |
|
|
2014
Q2 | $78.7M | Buy |
773,147
+64,904
| +9% | +$6.61M | 1.46% | 6 |
|
|
2014
Q1 | $69M | Buy |
708,243
+660,067
| +1,370% | +$64.3M | 1.47% | 12 |
|
|
2013
Q4 | $4.62M | Sell |
48,176
-619,448
| -93% | -$59.4M | 0.16% | 152 |
|
|
2013
Q3 | $58.5M | Buy |
667,624
+140,120
| +27% | +$12.3M | 1.87% | 7 |
|
|
2013
Q2 | $43.6M | Buy |
+527,504
| New | +$43.6M | 1.16% | 14 |
|