United Capital Financial Advisors’s Vanguard Russell 2000 Growth ETF VTWG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,826
| Closed | -$440K | – | 1075 |
|
|
2022
Q4 | $440K | Buy |
2,826
+125
| +5% | +$19.5K | ﹤0.01% | 781 |
|
|
2022
Q3 | $406K | Sell |
2,701
-29
| -1% | -$4.36K | ﹤0.01% | 810 |
|
|
2022
Q2 | $410K | Buy |
2,730
+209
| +8% | +$31.4K | ﹤0.01% | 841 |
|
|
2022
Q1 | $469K | Buy |
2,521
+35
| +1% | +$6.51K | ﹤0.01% | 844 |
|
|
2021
Q4 | $530K | Sell |
2,486
-125
| -5% | -$26.6K | ﹤0.01% | 837 |
|
|
2021
Q3 | $559K | Hold |
2,611
| – | – | ﹤0.01% | 829 |
|
|
2021
Q2 | $593K | Hold |
2,611
| – | – | ﹤0.01% | 824 |
|
|
2021
Q1 | $571K | Hold |
2,611
| – | – | ﹤0.01% | 817 |
|
|
2020
Q4 | $545K | Hold |
2,611
| – | – | ﹤0.01% | 823 |
|
|
2020
Q3 | $421K | Buy |
2,611
+331
| +15% | +$53.4K | ﹤0.01% | 868 |
|
|
2020
Q2 | $343K | Buy |
+2,280
| New | +$343K | ﹤0.01% | 967 |
|