United Capital Financial Advisors’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-3,794
Closed -$287K 903
2023
Q2
$287K Buy
+3,794
New +$287K ﹤0.01% 778
2022
Q4
Sell
-4,905
Closed -$327K 1113
2022
Q3
$327K Buy
+4,905
New +$327K ﹤0.01% 882