United Capital Financial Advisors’s Vanguard Growth ETF VUG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $233M | Buy |
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|
2025
Q1 | $197M | Buy |
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|
2024
Q4 | $214M | Sell |
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|
2024
Q3 | $204M | Sell |
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|
2024
Q2 | $199M | Sell |
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|
2024
Q1 | $192M | Sell |
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|
2023
Q4 | $186M | Sell |
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|
2023
Q3 | $266M | Sell |
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|
2023
Q2 | $419M | Sell |
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|
2023
Q1 | $388M | Buy |
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|
2022
Q4 | $322M | Sell |
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|
2022
Q3 | $334M | Buy |
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|
2022
Q2 | $345M | Sell |
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|
2022
Q1 | $449M | Sell |
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|
2021
Q4 | $516M | Sell |
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|
2021
Q3 | $494M | Sell |
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|
2021
Q2 | $501M | Sell |
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|
2021
Q1 | $463M | Buy |
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|
2020
Q4 | $449M | Sell |
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|
2020
Q3 | $425M | Sell |
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|
2020
Q2 | $395M | Sell |
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|
2020
Q1 | $317M | Sell |
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|
2019
Q4 | $385M | Sell |
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|
2019
Q3 | $355M | Sell |
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|
2019
Q2 | $354M | Buy |
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|
2019
Q1 | $336M | Buy |
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|
2018
Q4 | $284M | Sell |
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|
2018
Q3 | $342M | Buy |
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|
2018
Q2 | $314M | Buy |
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|
2018
Q1 | $291M | Buy |
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|
2017
Q4 | $278M | Buy |
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|
2017
Q3 | $255M | Buy |
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|
2017
Q2 | $240M | Buy |
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|
2017
Q1 | $217M | Buy |
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|
2016
Q4 | $191M | Buy |
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|
2016
Q3 | $183M | Buy |
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|
2016
Q2 | $158M | Buy |
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|
2016
Q1 | $143M | Buy |
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|
2015
Q4 | $120M | Buy |
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|
2015
Q3 | $103M | Buy |
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|
2015
Q2 | $98.4M | Buy |
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|
2015
Q1 | $78.7M | Buy |
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|
2014
Q4 | $64.1M | Buy |
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|
2014
Q3 | $27.9M | Buy |
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|
2014
Q2 | $16.7M | Buy |
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|
2014
Q1 | $6.37M | Buy |
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|
2013
Q4 | $1.71M | Buy |
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|
2013
Q3 | $987K | Buy |
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|
2013
Q2 | $539K | Buy |
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