United Capital Financial Advisors’s Vanguard Value ETF VTV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $245M | Sell |
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|
2025
Q1 | $241M | Buy |
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|
2024
Q4 | $230M | Buy |
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|
2024
Q3 | $237M | Buy |
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|
2024
Q2 | $213M | Sell |
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|
2024
Q1 | $221M | Sell |
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|
2023
Q4 | $213M | Sell |
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|
2023
Q3 | $308M | Sell |
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|
2023
Q2 | $439M | Sell |
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|
2023
Q1 | $429M | Sell |
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|
2022
Q4 | $452M | Sell |
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|
2022
Q3 | $417M | Sell |
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|
2022
Q2 | $458M | Sell |
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|
2022
Q1 | $529M | Sell |
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|
2021
Q4 | $550M | Sell |
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|
2021
Q3 | $508M | Sell |
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|
2021
Q2 | $517M | Sell |
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|
2021
Q1 | $496M | Buy |
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|
2020
Q4 | $433M | Buy |
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|
2020
Q3 | $372M | Buy |
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|
2020
Q2 | $335M | Buy |
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|
2020
Q1 | $284M | Buy |
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|
2019
Q4 | $372M | Sell |
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|
2019
Q3 | $348M | Buy |
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|
2019
Q2 | $343M | Buy |
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|
2019
Q1 | $324M | Buy |
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|
2018
Q4 | $290M | Sell |
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|
2018
Q3 | $331M | Buy |
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|
2018
Q2 | $303M | Buy |
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|
2018
Q1 | $290M | Buy |
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|
2017
Q4 | $279M | Buy |
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|
2017
Q3 | $254M | Buy |
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|
2017
Q2 | $238M | Buy |
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|
2017
Q1 | $219M | Buy |
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|
2016
Q4 | $205M | Buy |
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|
2016
Q3 | $185M | Buy |
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|
2016
Q2 | $165M | Buy |
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|
2016
Q1 | $147M | Buy |
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|
2015
Q4 | $118M | Buy |
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|
2015
Q3 | $97M | Buy |
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|
2015
Q2 | $89.8M | Buy |
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|
2015
Q1 | $78.9M | Buy |
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|
2014
Q4 | $64.3M | Buy |
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|
2014
Q3 | $27.1M | Buy |
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|
2014
Q2 | $15.9M | Buy |
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|
2014
Q1 | $5.87M | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $563K | Buy |
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|
2013
Q2 | $526K | Buy |
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