United Capital Financial Advisors’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.5M | Sell |
233,206
-7,969
| -3% | -$394K | 0.09% | 173 |
|
|
2025
Q1 | $10.9M | Sell |
241,175
-3,713
| -2% | -$168K | 0.09% | 166 |
|
|
2024
Q4 | $10.8M | Sell |
244,888
-3,063
| -1% | -$135K | 0.09% | 169 |
|
|
2024
Q3 | $11.9M | Sell |
247,951
-4,932
| -2% | -$236K | 0.1% | 164 |
|
|
2024
Q2 | $11.1M | Sell |
252,883
-4,634
| -2% | -$203K | 0.1% | 167 |
|
|
2024
Q1 | $10.8M | Sell |
257,517
-3,857
| -1% | -$161K | 0.09% | 178 |
|
|
2023
Q4 | $10.7M | Sell |
261,374
-45,321
| -15% | -$1.86M | 0.09% | 181 |
|
|
2023
Q3 | $12M | Sell |
306,695
-32,615
| -10% | -$1.28M | 0.08% | 209 |
|
|
2023
Q2 | $13.8M | Sell |
339,310
-17,501
| -5% | -$712K | 0.08% | 200 |
|
|
2023
Q1 | $14.4M | Sell |
356,811
-39,636
| -10% | -$1.6M | 0.08% | 197 |
|
|
2022
Q4 | $15.5M | Sell |
396,447
-56,661
| -13% | -$2.21M | 0.09% | 198 |
|
|
2022
Q3 | $16.5M | Sell |
453,108
-57,393
| -11% | -$2.09M | 0.1% | 181 |
|
|
2022
Q2 | $21.3M | Buy |
510,501
+13,349
| +3% | +$556K | 0.12% | 170 |
|
|
2022
Q1 | $22.9M | Sell |
497,152
-9,714
| -2% | -$448K | 0.11% | 175 |
|
|
2021
Q4 | $25.1M | Buy |
506,866
+15,059
| +3% | +$745K | 0.12% | 171 |
|
|
2021
Q3 | $24.6M | Buy |
491,807
+11,496
| +2% | +$575K | 0.12% | 168 |
|
|
2021
Q2 | $26.1M | Buy |
480,311
+24,537
| +5% | +$1.33M | 0.13% | 164 |
|
|
2021
Q1 | $23.7M | Buy |
455,774
+6,708
| +1% | +$349K | 0.13% | 166 |
|
|
2020
Q4 | $22.5M | Sell |
449,066
-91,050
| -17% | -$4.56M | 0.14% | 164 |
|
|
2020
Q3 | $23.4M | Buy |
540,116
+34,843
| +7% | +$1.51M | 0.15% | 155 |
|
|
2020
Q2 | $20M | Sell |
505,273
-74,409
| -13% | -$2.95M | 0.15% | 153 |
|
|
2020
Q1 | $19.4M | Sell |
579,682
-61,775
| -10% | -$2.07M | 0.16% | 138 |
|
|
2019
Q4 | $28.5M | Sell |
641,457
-16,489
| -3% | -$733K | 0.18% | 120 |
|
|
2019
Q3 | $26.4M | Sell |
657,946
-28,099
| -4% | -$1.13M | 0.18% | 122 |
|
|
2019
Q2 | $29.2M | Sell |
686,045
-413,718
| -38% | -$17.6M | 0.19% | 113 |
|
|
2019
Q1 | $46.7M | Buy |
1,099,763
+639,133
| +139% | +$27.2M | 0.33% | 66 |
|
|
2018
Q4 | $17.6M | Buy |
460,630
+57,482
| +14% | +$2.19M | 0.14% | 152 |
|
|
2018
Q3 | $16.5M | Sell |
403,148
-673,788
| -63% | -$27.6M | 0.12% | 196 |
|
|
2018
Q2 | $45.4M | Sell |
1,076,936
-655,533
| -38% | -$27.7M | 0.34% | 59 |
|
|
2018
Q1 | $81.4M | Buy |
1,732,469
+59,956
| +4% | +$2.82M | 0.62% | 22 |
|
|
2017
Q4 | $76.4M | Buy |
1,672,513
+68,231
| +4% | +$3.12M | 0.6% | 23 |
|
|
2017
Q3 | $69.9M | Sell |
1,604,282
-72,676
| -4% | -$3.17M | 0.59% | 25 |
|
|
2017
Q2 | $68.5M | Buy |
1,676,958
+78,868
| +5% | +$3.22M | 0.61% | 23 |
|
|
2017
Q1 | $63.5M | Sell |
1,598,090
-86,267
| -5% | -$3.43M | 0.59% | 25 |
|
|
2016
Q4 | $60.3M | Buy |
1,684,357
+949,956
| +129% | +$34M | 0.59% | 26 |
|
|
2016
Q3 | $27.6M | Buy |
734,401
+399,930
| +120% | +$15M | 0.27% | 79 |
|
|
2016
Q2 | $11.7M | Sell |
334,471
-438,756
| -57% | -$15.4M | 0.12% | 191 |
|
|
2016
Q1 | $26.7M | Buy |
773,227
+68,427
| +10% | +$2.37M | 0.29% | 62 |
|
|
2015
Q4 | $23.1M | Buy |
704,800
+100,414
| +17% | +$3.28M | 0.27% | 77 |
|
|
2015
Q3 | $20M | Sell |
604,386
-353,323
| -37% | -$11.7M | 0.24% | 79 |
|
|
2015
Q2 | $39.2M | Buy |
957,709
+299,572
| +46% | +$12.2M | 0.45% | 42 |
|
|
2015
Q1 | $28.9M | Buy |
658,137
+121,411
| +23% | +$5.33M | 0.35% | 68 |
|
|
2014
Q4 | $21.5M | Sell |
536,726
-596,762
| -53% | -$23.9M | 0.32% | 77 |
|
|
2014
Q3 | $47.3M | Buy |
1,133,488
+116,228
| +11% | +$4.85M | 0.82% | 18 |
|
|
2014
Q2 | $43.9M | Buy |
1,017,260
+452,967
| +80% | +$19.5M | 0.81% | 20 |
|
|
2014
Q1 | $22.9M | Buy |
564,293
+204,230
| +57% | +$8.29M | 0.49% | 44 |
|
|
2013
Q4 | $14.8M | Buy |
360,063
+63,724
| +22% | +$2.62M | 0.5% | 48 |
|
|
2013
Q3 | $11.9M | Sell |
296,339
-237,964
| -45% | -$9.55M | 0.38% | 59 |
|
|
2013
Q2 | $20.7M | Buy |
+534,303
| New | +$20.7M | 0.55% | 43 |
|