United Capital Financial Advisors’s Vanguard Extended Market ETF VXF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $277K | Buy |
+1,439
| New | +$277K | ﹤0.01% | 941 |
|
|
2024
Q1 | – | Sell |
-1,509
| Closed | -$248K | – | 1118 |
|
|
2023
Q4 | $248K | Sell |
1,509
-3,974
| -72% | -$654K | ﹤0.01% | 931 |
|
|
2023
Q3 | $786K | Sell |
5,483
-441
| -7% | -$63.2K | 0.01% | 555 |
|
|
2023
Q2 | $882K | Sell |
5,924
-176
| -3% | -$26.2K | ﹤0.01% | 580 |
|
|
2023
Q1 | $855K | Buy |
6,100
+357
| +6% | +$50.1K | ﹤0.01% | 617 |
|
|
2022
Q4 | $763K | Buy |
5,743
+240
| +4% | +$31.9K | ﹤0.01% | 680 |
|
|
2022
Q3 | $699K | Sell |
5,503
-48
| -0.9% | -$6.1K | ﹤0.01% | 685 |
|
|
2022
Q2 | $728K | Buy |
5,551
+3,913
| +239% | +$513K | ﹤0.01% | 700 |
|
|
2022
Q1 | $271K | Sell |
1,638
-236
| -13% | -$39K | ﹤0.01% | 1012 |
|
|
2021
Q4 | $343K | Sell |
1,874
-60
| -3% | -$11K | ﹤0.01% | 976 |
|
|
2021
Q3 | $353K | Hold |
1,934
| – | – | ﹤0.01% | 953 |
|
|
2021
Q2 | $365K | Sell |
1,934
-33,980
| -95% | -$6.41M | ﹤0.01% | 962 |
|
|
2021
Q1 | $6.35M | Sell |
35,914
-906
| -2% | -$160K | 0.04% | 323 |
|
|
2020
Q4 | $6.06M | Sell |
36,820
-29
| -0.1% | -$4.78K | 0.04% | 321 |
|
|
2020
Q3 | $4.78M | Sell |
36,849
-1,209
| -3% | -$157K | 0.03% | 350 |
|
|
2020
Q2 | $4.5M | Sell |
38,058
-1,409
| -4% | -$167K | 0.03% | 377 |
|
|
2020
Q1 | $3.57M | Sell |
39,467
-4,082
| -9% | -$370K | 0.03% | 392 |
|
|
2019
Q4 | $5.49M | Sell |
43,549
-1,011
| -2% | -$127K | 0.04% | 404 |
|
|
2019
Q3 | $5.18M | Sell |
44,560
-80
| -0.2% | -$9.31K | 0.04% | 401 |
|
|
2019
Q2 | $5.29M | Sell |
44,640
-78
| -0.2% | -$9.25K | 0.03% | 413 |
|
|
2019
Q1 | $5.16M | Sell |
44,718
-10,446
| -19% | -$1.21M | 0.04% | 404 |
|
|
2018
Q4 | $5.51M | Sell |
55,164
-4,507
| -8% | -$450K | 0.04% | 350 |
|
|
2018
Q3 | $7.32M | Sell |
59,671
-505
| -0.8% | -$61.9K | 0.05% | 359 |
|
|
2018
Q2 | $7.09M | Buy |
60,176
+5,895
| +11% | +$694K | 0.05% | 354 |
|
|
2018
Q1 | $6.06M | Buy |
54,281
+2,174
| +4% | +$243K | 0.05% | 377 |
|
|
2017
Q4 | $5.82M | Sell |
52,107
-14
| -0% | -$1.56K | 0.05% | 382 |
|
|
2017
Q3 | $5.58M | Buy |
52,121
+1,611
| +3% | +$173K | 0.05% | 372 |
|
|
2017
Q2 | $5.17M | Buy |
50,510
+1,096
| +2% | +$112K | 0.05% | 374 |
|
|
2017
Q1 | $4.94M | Buy |
49,414
+4,204
| +9% | +$420K | 0.05% | 364 |
|
|
2016
Q4 | $4.34M | Buy |
45,210
+183
| +0.4% | +$17.6K | 0.04% | 389 |
|
|
2016
Q3 | $4.11M | Buy |
45,027
+3,261
| +8% | +$298K | 0.04% | 419 |
|
|
2016
Q2 | $3.55M | Buy |
41,766
+19,413
| +87% | +$1.65M | 0.04% | 433 |
|
|
2016
Q1 | $1.85M | Buy |
22,353
+11,311
| +102% | +$937K | 0.02% | 550 |
|
|
2015
Q4 | $925K | Sell |
11,042
-4,025
| -27% | -$337K | 0.01% | 715 |
|
|
2015
Q3 | $1.23M | Sell |
15,067
-820
| -5% | -$66.9K | 0.01% | 638 |
|
|
2015
Q2 | $1.46M | Buy |
15,887
+4,208
| +36% | +$387K | 0.02% | 655 |
|
|
2015
Q1 | $1.06M | Buy |
+11,679
| New | +$1.06M | 0.01% | 708 |
|