UCFA
United Capital Financial Advisors’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $233M | Buy |
531,327
+1,004
| +0.2% | +$440K | 1.88% | 10 |
|
|
2025
Q1 | $197M | Buy |
530,323
+8,261
| +2% | +$3.06M | 1.68% | 10 |
|
|
2024
Q4 | $214M | Sell |
522,062
-8,913
| -2% | -$3.66M | 1.81% | 9 |
|
|
2024
Q3 | $204M | Sell |
530,975
-917
| -0.2% | -$352K | 1.68% | 10 |
|
|
2024
Q2 | $199M | Sell |
531,892
-26,742
| -5% | -$10M | 1.71% | 9 |
|
|
2024
Q1 | $192M | Sell |
558,634
-41,273
| -7% | -$14.2M | 1.58% | 10 |
|
|
2023
Q4 | $186M | Sell |
599,907
-375,894
| -39% | -$117M | 1.55% | 10 |
|
|
2023
Q3 | $266M | Sell |
975,801
-503,673
| -34% | -$137M | 1.74% | 10 |
|
|
2023
Q2 | $419M | Sell |
1,479,474
-77,177
| -5% | -$21.8M | 2.28% | 9 |
|
|
2023
Q1 | $388M | Buy |
1,556,651
+44,118
| +3% | +$11M | 2.17% | 9 |
|
|
2022
Q4 | $322M | Sell |
1,512,533
-49,452
| -3% | -$10.5M | 1.81% | 9 |
|
|
2022
Q3 | $334M | Buy |
1,561,985
+12,512
| +0.8% | +$2.68M | 1.97% | 9 |
|
|
2022
Q2 | $345M | Sell |
1,549,473
-12,720
| -0.8% | -$2.84M | 1.9% | 8 |
|
|
2022
Q1 | $449M | Sell |
1,562,193
-47,286
| -3% | -$13.6M | 2.18% | 8 |
|
|
2021
Q4 | $516M | Sell |
1,609,479
-91,871
| -5% | -$29.5M | 2.38% | 8 |
|
|
2021
Q3 | $494M | Sell |
1,701,350
-46,493
| -3% | -$13.5M | 2.47% | 8 |
|
|
2021
Q2 | $501M | Sell |
1,747,843
-52,416
| -3% | -$15M | 2.52% | 8 |
|
|
2021
Q1 | $463M | Buy |
1,800,259
+27,128
| +2% | +$6.97M | 2.56% | 8 |
|
|
2020
Q4 | $449M | Sell |
1,773,131
-95,753
| -5% | -$24.3M | 2.71% | 6 |
|
|
2020
Q3 | $425M | Sell |
1,868,884
-85,429
| -4% | -$19.4M | 2.78% | 6 |
|
|
2020
Q2 | $395M | Sell |
1,954,313
-140,258
| -7% | -$28.3M | 2.87% | 4 |
|
|
2020
Q1 | $317M | Sell |
2,094,571
-20,468
| -1% | -$3.09M | 2.62% | 4 |
|
|
2019
Q4 | $385M | Sell |
2,115,039
-21,016
| -1% | -$3.83M | 2.49% | 4 |
|
|
2019
Q3 | $355M | Sell |
2,136,055
-33,306
| -2% | -$5.54M | 2.48% | 3 |
|
|
2019
Q2 | $354M | Buy |
2,169,361
+18,697
| +0.9% | +$3.05M | 2.32% | 4 |
|
|
2019
Q1 | $336M | Buy |
2,150,664
+33,733
| +2% | +$5.28M | 2.37% | 4 |
|
|
2018
Q4 | $284M | Sell |
2,116,931
-4,175
| -0.2% | -$561K | 2.26% | 7 |
|
|
2018
Q3 | $342M | Buy |
2,121,106
+26,178
| +1% | +$4.22M | 2.4% | 4 |
|
|
2018
Q2 | $314M | Buy |
2,094,928
+45,850
| +2% | +$6.87M | 2.34% | 5 |
|
|
2018
Q1 | $291M | Buy |
2,049,078
+84,245
| +4% | +$12M | 2.22% | 4 |
|
|
2017
Q4 | $278M | Buy |
1,964,833
+46,584
| +2% | +$6.58M | 2.19% | 5 |
|
|
2017
Q3 | $255M | Buy |
1,918,249
+29,910
| +2% | +$3.97M | 2.16% | 5 |
|
|
2017
Q2 | $240M | Buy |
1,888,339
+103,532
| +6% | +$13.2M | 2.15% | 5 |
|
|
2017
Q1 | $217M | Buy |
1,784,807
+71,167
| +4% | +$8.66M | 2.02% | 7 |
|
|
2016
Q4 | $191M | Buy |
1,713,640
+83,490
| +5% | +$9.31M | 1.86% | 7 |
|
|
2016
Q3 | $183M | Buy |
1,630,150
+154,928
| +11% | +$17.4M | 1.78% | 8 |
|
|
2016
Q2 | $158M | Buy |
1,475,222
+129,370
| +10% | +$13.8M | 1.61% | 8 |
|
|
2016
Q1 | $143M | Buy |
1,345,852
+222,516
| +20% | +$23.7M | 1.58% | 7 |
|
|
2015
Q4 | $120M | Buy |
1,123,336
+95,408
| +9% | +$10.2M | 1.38% | 6 |
|
|
2015
Q3 | $103M | Buy |
1,027,928
+109,194
| +12% | +$11M | 1.24% | 10 |
|
|
2015
Q2 | $98.4M | Buy |
918,734
+186,746
| +26% | +$20M | 1.14% | 9 |
|
|
2015
Q1 | $78.7M | Buy |
731,988
+118,004
| +19% | +$12.7M | 0.96% | 12 |
|
|
2014
Q4 | $64.1M | Buy |
613,984
+334,072
| +119% | +$34.9M | 0.96% | 13 |
|
|
2014
Q3 | $27.9M | Buy |
279,912
+111,126
| +66% | +$11.1M | 0.48% | 42 |
|
|
2014
Q2 | $16.7M | Buy |
168,786
+100,616
| +148% | +$9.95M | 0.31% | 88 |
|
|
2014
Q1 | $6.37M | Buy |
68,170
+49,783
| +271% | +$4.65M | 0.14% | 178 |
|
|
2013
Q4 | $1.71M | Buy |
18,387
+6,720
| +58% | +$625K | 0.06% | 261 |
|
|
2013
Q3 | $987K | Buy |
11,667
+4,771
| +69% | +$404K | 0.03% | 345 |
|
|
2013
Q2 | $539K | Buy |
+6,896
| New | +$539K | 0.01% | 494 |
|