United Capital Financial Advisors’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4,306
| Closed | -$215K | – | 1123 |
|
|
2025
Q1 | $215K | Buy |
+4,306
| New | +$215K | ﹤0.01% | 981 |
|
|
2024
Q4 | – | Sell |
-4,182
| Closed | -$206K | – | 1099 |
|
|
2024
Q3 | $206K | Sell |
4,182
-1,380
| -25% | -$68K | ﹤0.01% | 1004 |
|
|
2024
Q2 | $270K | Sell |
5,562
-2,075
| -27% | -$101K | ﹤0.01% | 883 |
|
|
2024
Q1 | $366K | Buy |
7,637
+2,058
| +37% | +$98.6K | ﹤0.01% | 816 |
|
|
2023
Q4 | $265K | Buy |
5,579
+988
| +22% | +$46.9K | ﹤0.01% | 913 |
|
|
2023
Q3 | $217K | Sell |
4,591
-1,606
| -26% | -$75.9K | ﹤0.01% | 786 |
|
|
2023
Q2 | $294K | Sell |
6,197
-8,003
| -56% | -$379K | ﹤0.01% | 771 |
|
|
2023
Q1 | $679K | Sell |
14,200
-4,507
| -24% | -$216K | ﹤0.01% | 663 |
|
|
2022
Q4 | $874K | Buy |
18,707
+154
| +0.8% | +$7.19K | ﹤0.01% | 643 |
|
|
2022
Q3 | $893K | Sell |
18,553
-5,546
| -23% | -$267K | 0.01% | 636 |
|
|
2022
Q2 | $1.21M | Buy |
24,099
+2,471
| +11% | +$124K | 0.01% | 599 |
|
|
2022
Q1 | $1.11M | Sell |
21,628
-3,848
| -15% | -$197K | 0.01% | 638 |
|
|
2021
Q4 | $1.31M | Buy |
25,476
+2,698
| +12% | +$139K | 0.01% | 625 |
|
|
2021
Q3 | $1.2M | Buy |
22,778
+4,247
| +23% | +$223K | 0.01% | 627 |
|
|
2021
Q2 | $971K | Buy |
18,531
+9,147
| +97% | +$479K | ﹤0.01% | 706 |
|
|
2021
Q1 | $484K | Buy |
9,384
+153
| +2% | +$7.89K | ﹤0.01% | 852 |
|
|
2020
Q4 | $472K | Sell |
9,231
-7,366
| -44% | -$377K | ﹤0.01% | 859 |
|
|
2020
Q3 | $847K | Sell |
16,597
-368
| -2% | -$18.8K | 0.01% | 698 |
|
|
2020
Q2 | $851K | Sell |
16,965
-6,054
| -26% | -$304K | 0.01% | 705 |
|
|
2020
Q1 | $1.12M | Sell |
23,019
-7,918
| -26% | -$386K | 0.01% | 606 |
|
|
2019
Q4 | $1.53M | Sell |
30,937
-263
| -0.8% | -$13K | 0.01% | 651 |
|
|
2019
Q3 | $1.53M | Sell |
31,200
-6,161
| -16% | -$302K | 0.01% | 635 |
|
|
2019
Q2 | $1.84M | Sell |
37,361
-5,225
| -12% | -$258K | 0.01% | 639 |
|
|
2019
Q1 | $2.07M | Sell |
42,586
-651
| -2% | -$31.7K | 0.01% | 577 |
|
|
2018
Q4 | $2.07M | Sell |
43,237
-747
| -2% | -$35.8K | 0.02% | 551 |
|
|
2018
Q3 | $2.13M | Sell |
43,984
-5,569
| -11% | -$269K | 0.02% | 599 |
|
|
2018
Q2 | $2.42M | Buy |
49,553
+4,926
| +11% | +$241K | 0.02% | 550 |
|
|
2018
Q1 | $2.18M | Sell |
44,627
-2,794
| -6% | -$137K | 0.02% | 567 |
|
|
2017
Q4 | $2.32M | Buy |
47,421
+781
| +2% | +$38.1K | 0.02% | 558 |
|
|
2017
Q3 | $2.31M | Sell |
46,640
-17,848
| -28% | -$882K | 0.02% | 540 |
|
|
2017
Q2 | $3.18M | Sell |
64,488
-3,593
| -5% | -$177K | 0.03% | 466 |
|
|
2017
Q1 | $3.37M | Buy |
68,081
+838
| +1% | +$41.5K | 0.03% | 444 |
|
|
2016
Q4 | $3.31M | Buy |
67,243
+6,189
| +10% | +$304K | 0.03% | 456 |
|
|
2016
Q3 | $3.03M | Sell |
61,054
-2,551,407
| -98% | -$127M | 0.03% | 481 |
|
|
2016
Q2 | $128M | Buy |
2,612,461
+277,329
| +12% | +$13.6M | 1.3% | 11 |
|
|
2016
Q1 | $115M | Buy |
2,335,132
+377,680
| +19% | +$18.6M | 1.27% | 11 |
|
|
2015
Q4 | $94.6M | Buy |
1,957,452
+376,856
| +24% | +$18.2M | 1.09% | 10 |
|
|
2015
Q3 | $76.5M | Buy |
1,580,596
+196,211
| +14% | +$9.49M | 0.92% | 14 |
|
|
2015
Q2 | $67.4M | Buy |
1,384,385
+174,537
| +14% | +$8.5M | 0.78% | 16 |
|
|
2015
Q1 | $59M | Buy |
1,209,848
+176,138
| +17% | +$8.59M | 0.72% | 19 |
|
|
2014
Q4 | $49.9M | Buy |
1,033,710
+647,486
| +168% | +$31.2M | 0.75% | 24 |
|
|
2014
Q3 | $19.1M | Buy |
386,224
+192,672
| +100% | +$9.51M | 0.33% | 79 |
|
|
2014
Q2 | $9.7M | Buy |
193,552
+114,189
| +144% | +$5.72M | 0.18% | 146 |
|
|
2014
Q1 | $3.92M | Buy |
+79,363
| New | +$3.92M | 0.08% | 241 |
|