United Capital Financial Advisors’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-4,306	Closed	-$215K	–	1133
2025 Q1	$215K	Buy	+4,306	New	+$211K	﹤0.01%	990
2024 Q4	–	Sell	-4,182	Closed	-$206K	–	1108
2024 Q3	$206K	Sell	4,182 -1,380	-25%	-$67.2K	﹤0.01%	1004
2024 Q2	$270K	Sell	5,562 -2,075	-27%	-$99.8K	﹤0.01%	889
2024 Q1	$366K	Buy	7,637 +2,058	+37%	+$98K	﹤0.01%	822
2023 Q4	$265K	Buy	5,579 +988	+22%	+$46.8K	﹤0.01%	916
2023 Q3	$217K	Sell	4,591 -1,606	-26%	-$75.9K	﹤0.01%	786
2023 Q2	$294K	Sell	6,197 -8,003	-56%	-$382K	﹤0.01%	772
2023 Q1	$679K	Sell	14,200 -4,507	-24%	-$212K	﹤0.01%	665
2022 Q4	$874K	Buy	18,707 +154	+0.8%	+$7.34K	﹤0.01%	643
2022 Q3	$893K	Sell	18,553 -5,546	-23%	-$275K	0.01%	636
2022 Q2	$1.21M	Buy	24,099 +2,471	+11%	+$125K	0.01%	599
2022 Q1	$1.11M	Sell	21,628 -3,848	-15%	-$197K	0.01%	641
2021 Q4	$1.31M	Buy	25,476 +2,698	+12%	+$140K	0.01%	626
2021 Q3	$1.2M	Buy	22,778 +4,247	+23%	+$223K	0.01%	628
2021 Q2	$971K	Buy	18,531 +9,147	+97%	+$477K	﹤0.01%	708
2021 Q1	$484K	Buy	9,384 +153	+2%	+$7.87K	﹤0.01%	853
2020 Q4	$472K	Sell	9,231 -7,366	-44%	-$375K	﹤0.01%	863
2020 Q3	$847K	Sell	16,597 -368	-2%	-$18.7K	0.01%	701
2020 Q2	$851K	Sell	16,965 -6,054	-26%	-$301K	0.01%	710
2020 Q1	$1.12M	Sell	23,019 -7,918	-26%	-$389K	0.01%	609
2019 Q4	$1.52M	Sell	30,937 -263	-0.8%	-$12.9K	0.01%	654
2019 Q3	$1.53M	Sell	31,200 -6,161	-16%	-$304K	0.01%	638
2019 Q2	$1.84M	Sell	37,361 -5,225	-12%	-$256K	0.01%	644
2019 Q1	$2.07M	Sell	42,586 -651	-2%	-$31.4K	0.01%	581
2018 Q4	$2.07M	Sell	43,237 -747	-2%	-$35.9K	0.02%	551
2018 Q3	$2.13M	Sell	43,984 -5,569	-11%	-$272K	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%	-$136K	0.02%	567
2017 Q4	$2.31M	Buy	47,421 +781	+2%	+$38.6K	0.02%	558
2017 Q3	$2.31M	Sell	46,640 -17,848	-28%	-$882K	0.02%	540
2017 Q2	$3.17M	Sell	64,488 -3,593	-5%	-$177K	0.03%	466
2017 Q1	$3.37M	Buy	68,081 +838	+1%	+$41.3K	0.03%	444
2016 Q4	$3.31M	Buy	67,243 +6,189	+10%	+$306K	0.03%	456
2016 Q3	$3.03M	Sell	61,054 -2,551,407	-98%	-$126M	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%	+$18.3M	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%	+$9.51M	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%	+$8.53M	0.72%	19
2014 Q4	$49.9M	Buy	1,033,710 +647,486	+168%	+$31.8M	0.75%	24
2014 Q3	$19.1M	Buy	386,224 +192,672	+100%	+$9.61M	0.33%	79
2014 Q2	$9.7M	Buy	193,552 +114,189	+144%	+$5.68M	0.18%	146
2014 Q1	$3.92M	Buy	+79,363	New	+$3.92M	0.08%	241