United Capital Financial Advisors’s Vanguard Emerging Markets Government Bond ETF VWOB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-4,233
| Closed | -$264K | – | 979 |
|
|
2023
Q1 | $264K | Buy |
+4,233
| New | +$264K | ﹤0.01% | 852 |
|
|
2022
Q1 | – | Sell |
-21,170
| Closed | -$1.64M | – | 1226 |
|
|
2021
Q4 | $1.64M | Sell |
21,170
-10,918
| -34% | -$848K | 0.01% | 573 |
|
|
2021
Q3 | $2.51M | Sell |
32,088
-10,482
| -25% | -$821K | 0.01% | 481 |
|
|
2021
Q2 | $3.4M | Sell |
42,570
-26,279
| -38% | -$2.1M | 0.02% | 437 |
|
|
2021
Q1 | $5.34M | Sell |
68,849
-17,966
| -21% | -$1.39M | 0.03% | 350 |
|
|
2020
Q4 | $7.15M | Sell |
86,815
-4,078
| -4% | -$336K | 0.04% | 296 |
|
|
2020
Q3 | $7.17M | Sell |
90,893
-9,025
| -9% | -$712K | 0.05% | 283 |
|
|
2020
Q2 | $7.77M | Sell |
99,918
-6,047
| -6% | -$470K | 0.06% | 289 |
|
|
2020
Q1 | $7.46M | Sell |
105,965
-8,822
| -8% | -$621K | 0.06% | 277 |
|
|
2019
Q4 | $9.35M | Buy |
114,787
+2,978
| +3% | +$242K | 0.06% | 317 |
|
|
2019
Q3 | $9.01M | Buy |
111,809
+3,751
| +3% | +$302K | 0.06% | 305 |
|
|
2019
Q2 | $8.69M | Buy |
108,058
+6,831
| +7% | +$549K | 0.06% | 317 |
|
|
2019
Q1 | $7.92M | Buy |
101,227
+19,358
| +24% | +$1.51M | 0.06% | 324 |
|
|
2018
Q4 | $6.1M | Sell |
81,869
-16,602
| -17% | -$1.24M | 0.05% | 329 |
|
|
2018
Q3 | $7.47M | Buy |
98,471
+3,999
| +4% | +$303K | 0.05% | 356 |
|
|
2018
Q2 | $7.11M | Buy |
94,472
+10,904
| +13% | +$821K | 0.05% | 352 |
|
|
2018
Q1 | $6.56M | Buy |
+83,568
| New | +$6.56M | 0.05% | 362 |
|
|
2015
Q1 | – | Sell |
-23,157
| Closed | -$1.77M | – | 1282 |
|
|
2014
Q4 | $1.77M | Sell |
23,157
-253
| -1% | -$19.3K | 0.03% | 505 |
|
|
2014
Q3 | $1.84M | Sell |
23,410
-8,330
| -26% | -$656K | 0.03% | 452 |
|
|
2014
Q2 | $2.56M | Buy |
31,740
+23,835
| +302% | +$1.92M | 0.05% | 359 |
|
|
2014
Q1 | $618K | Buy |
+7,905
| New | +$618K | 0.01% | 594 |
|