United Capital Financial Advisors’s Vanguard Large-Cap ETF VV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.2M | Sell |
56,867
-1,008
| -2% | -$288K | 0.13% | 133 |
|
|
2025
Q1 | $14.9M | Sell |
57,875
-430
| -0.7% | -$111K | 0.13% | 134 |
|
|
2024
Q4 | $15.7M | Sell |
58,305
-1,998
| -3% | -$539K | 0.13% | 133 |
|
|
2024
Q3 | $15.9M | Sell |
60,303
-772
| -1% | -$203K | 0.13% | 143 |
|
|
2024
Q2 | $15.2M | Sell |
61,075
-1,391
| -2% | -$347K | 0.13% | 144 |
|
|
2024
Q1 | $15M | Sell |
62,466
-945
| -1% | -$227K | 0.12% | 152 |
|
|
2023
Q4 | $13.8M | Sell |
63,411
-26,190
| -29% | -$5.71M | 0.11% | 156 |
|
|
2023
Q3 | $17.5M | Sell |
89,601
-3,033
| -3% | -$594K | 0.11% | 164 |
|
|
2023
Q2 | $18.8M | Sell |
92,634
-1,361
| -1% | -$276K | 0.1% | 171 |
|
|
2023
Q1 | $17.6M | Sell |
93,995
-8,035
| -8% | -$1.5M | 0.1% | 183 |
|
|
2022
Q4 | $17.8M | Sell |
102,030
-9,451
| -8% | -$1.65M | 0.1% | 183 |
|
|
2022
Q3 | $18.2M | Sell |
111,481
-898
| -0.8% | -$147K | 0.11% | 175 |
|
|
2022
Q2 | $19.4M | Sell |
112,379
-935
| -0.8% | -$161K | 0.11% | 180 |
|
|
2022
Q1 | $23.6M | Buy |
113,314
+9,887
| +10% | +$2.06M | 0.11% | 170 |
|
|
2021
Q4 | $22.9M | Sell |
103,427
-1,738
| -2% | -$384K | 0.11% | 184 |
|
|
2021
Q3 | $21.1M | Sell |
105,165
-2,829
| -3% | -$568K | 0.11% | 184 |
|
|
2021
Q2 | $21.7M | Buy |
107,994
+1,307
| +1% | +$262K | 0.11% | 183 |
|
|
2021
Q1 | $19.8M | Sell |
106,687
-2,019
| -2% | -$374K | 0.11% | 180 |
|
|
2020
Q4 | $19.1M | Sell |
108,706
-16,549
| -13% | -$2.91M | 0.12% | 182 |
|
|
2020
Q3 | $19.6M | Sell |
125,255
-95
| -0.1% | -$14.9K | 0.13% | 176 |
|
|
2020
Q2 | $17.9M | Sell |
125,350
-2,166
| -2% | -$310K | 0.13% | 173 |
|
|
2020
Q1 | $15.1M | Buy |
127,516
+1,732
| +1% | +$205K | 0.12% | 180 |
|
|
2019
Q4 | $18.6M | Sell |
125,784
-367
| -0.3% | -$54.3K | 0.12% | 209 |
|
|
2019
Q3 | $17.2M | Buy |
126,151
+1,385
| +1% | +$189K | 0.12% | 211 |
|
|
2019
Q2 | $16.8M | Sell |
124,766
-3,827
| -3% | -$516K | 0.11% | 200 |
|
|
2019
Q1 | $16.7M | Buy |
128,593
+551
| +0.4% | +$71.5K | 0.12% | 191 |
|
|
2018
Q4 | $14.7M | Sell |
128,042
-5,368
| -4% | -$617K | 0.12% | 181 |
|
|
2018
Q3 | $17.8M | Sell |
133,410
-2,508
| -2% | -$335K | 0.13% | 177 |
|
|
2018
Q2 | $17M | Sell |
135,918
-4,917
| -3% | -$613K | 0.13% | 177 |
|
|
2018
Q1 | $17.1M | Sell |
140,835
-3,704
| -3% | -$449K | 0.13% | 179 |
|
|
2017
Q4 | $17.8M | Sell |
144,539
-9,782
| -6% | -$1.2M | 0.14% | 169 |
|
|
2017
Q3 | $17.8M | Sell |
154,321
-1,244
| -0.8% | -$144K | 0.15% | 153 |
|
|
2017
Q2 | $17.3M | Sell |
155,565
-2,771
| -2% | -$308K | 0.15% | 152 |
|
|
2017
Q1 | $17.1M | Sell |
158,336
-22,931
| -13% | -$2.48M | 0.16% | 147 |
|
|
2016
Q4 | $18.6M | Buy |
181,267
+5,279
| +3% | +$540K | 0.18% | 121 |
|
|
2016
Q3 | $17.5M | Sell |
175,988
-1,310
| -0.7% | -$130K | 0.17% | 142 |
|
|
2016
Q2 | $17M | Sell |
177,298
-3,884
| -2% | -$373K | 0.17% | 132 |
|
|
2016
Q1 | $17M | Buy |
181,182
+2,233
| +1% | +$210K | 0.19% | 110 |
|
|
2015
Q4 | $16.7M | Sell |
178,949
-4,854
| -3% | -$454K | 0.19% | 107 |
|
|
2015
Q3 | $16.2M | Buy |
183,803
+2,413
| +1% | +$212K | 0.19% | 98 |
|
|
2015
Q2 | $17.2M | Sell |
181,390
-2,493
| -1% | -$236K | 0.2% | 114 |
|
|
2015
Q1 | $17.6M | Buy |
183,883
+122,720
| +201% | +$11.8M | 0.22% | 117 |
|
|
2014
Q4 | $5.77M | Sell |
61,163
-346
| -0.6% | -$32.7K | 0.09% | 238 |
|
|
2014
Q3 | $5.56M | Sell |
61,509
-1,751
| -3% | -$158K | 0.1% | 234 |
|
|
2014
Q2 | $5.69M | Sell |
63,260
-294
| -0.5% | -$26.5K | 0.11% | 215 |
|
|
2014
Q1 | $5.47M | Buy |
+63,554
| New | +$5.47M | 0.12% | 198 |
|
|
2013
Q4 | – | Sell |
-33,159
| Closed | -$2.57M | – | 769 |
|
|
2013
Q3 | $2.57M | Sell |
33,159
-779
| -2% | -$60.3K | 0.08% | 222 |
|
|
2013
Q2 | $2.49M | Buy |
+33,938
| New | +$2.49M | 0.07% | 280 |
|