United Capital Financial Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.5M | Buy |
79,060
+1,576
| +2% | +$210K | 0.09% | 188 |
|
|
2025
Q1 | $9.99M | Sell |
77,484
-2,189
| -3% | -$282K | 0.09% | 178 |
|
|
2024
Q4 | $10.2M | Sell |
79,673
-1,052
| -1% | -$134K | 0.09% | 172 |
|
|
2024
Q3 | $10.3M | Buy |
80,725
+1,571
| +2% | +$201K | 0.09% | 180 |
|
|
2024
Q2 | $9.39M | Buy |
79,154
+1,813
| +2% | +$215K | 0.08% | 179 |
|
|
2024
Q1 | $9.36M | Sell |
77,341
-1,889
| -2% | -$229K | 0.08% | 189 |
|
|
2023
Q4 | $8.84M | Sell |
79,230
-53,414
| -40% | -$5.96M | 0.07% | 205 |
|
|
2023
Q3 | $13.7M | Sell |
132,644
-9,011
| -6% | -$931K | 0.09% | 190 |
|
|
2023
Q2 | $15M | Buy |
141,655
+3,524
| +3% | +$374K | 0.08% | 189 |
|
|
2023
Q1 | $14.6M | Buy |
138,131
+15,658
| +13% | +$1.65M | 0.08% | 196 |
|
|
2022
Q4 | $13.3M | Sell |
122,473
-3,424
| -3% | -$371K | 0.07% | 215 |
|
|
2022
Q3 | $11.9M | Sell |
125,897
-4,004
| -3% | -$380K | 0.07% | 217 |
|
|
2022
Q2 | $13.2M | Buy |
129,901
+54,917
| +73% | +$5.59M | 0.07% | 220 |
|
|
2022
Q1 | $8.42M | Buy |
74,984
+4,273
| +6% | +$480K | 0.04% | 300 |
|
|
2021
Q4 | $7.93M | Buy |
70,711
+5,795
| +9% | +$650K | 0.04% | 309 |
|
|
2021
Q3 | $6.71M | Sell |
64,916
-3,621
| -5% | -$374K | 0.03% | 326 |
|
|
2021
Q2 | $7.18M | Sell |
68,537
-902
| -1% | -$94.5K | 0.04% | 317 |
|
|
2021
Q1 | $7.02M | Buy |
69,439
+2,238
| +3% | +$226K | 0.04% | 306 |
|
|
2020
Q4 | $6.15M | Sell |
67,201
-52
| -0.1% | -$4.76K | 0.04% | 316 |
|
|
2020
Q3 | $5.44M | Sell |
67,253
-190
| -0.3% | -$15.4K | 0.04% | 329 |
|
|
2020
Q2 | $5.31M | Sell |
67,443
-4,149
| -6% | -$327K | 0.04% | 343 |
|
|
2020
Q1 | $5.07M | Sell |
71,592
-1,111
| -2% | -$78.6K | 0.04% | 336 |
|
|
2019
Q4 | $6.81M | Buy |
72,703
+7,461
| +11% | +$699K | 0.04% | 361 |
|
|
2019
Q3 | $5.79M | Buy |
65,242
+15,992
| +32% | +$1.42M | 0.04% | 377 |
|
|
2019
Q2 | $4.3M | Buy |
49,250
+499
| +1% | +$43.6K | 0.03% | 450 |
|
|
2019
Q1 | $4.18M | Buy |
48,751
+970
| +2% | +$83.1K | 0.03% | 448 |
|
|
2018
Q4 | $3.73M | Buy |
47,781
+3,762
| +9% | +$293K | 0.03% | 431 |
|
|
2018
Q3 | $3.83M | Buy |
44,019
+1,015
| +2% | +$88.4K | 0.03% | 484 |
|
|
2018
Q2 | $3.57M | Sell |
43,004
-3,549
| -8% | -$295K | 0.03% | 476 |
|
|
2018
Q1 | $3.84M | Sell |
46,553
-696
| -1% | -$57.4K | 0.03% | 456 |
|
|
2017
Q4 | $4.06M | Sell |
47,249
-3,167
| -6% | -$272K | 0.03% | 448 |
|
|
2017
Q3 | $4.09M | Buy |
50,416
+3,231
| +7% | +$262K | 0.03% | 424 |
|
|
2017
Q2 | $3.69M | Sell |
47,185
-20,412
| -30% | -$1.6M | 0.03% | 436 |
|
|
2017
Q1 | $5.25M | Sell |
67,597
-2,117
| -3% | -$164K | 0.05% | 359 |
|
|
2016
Q4 | $5.28M | Sell |
69,714
-14,883
| -18% | -$1.13M | 0.05% | 361 |
|
|
2016
Q3 | $6.1M | Sell |
84,597
-1,185
| -1% | -$85.5K | 0.06% | 351 |
|
|
2016
Q2 | $6.09M | Buy |
85,782
+9,773
| +13% | +$694K | 0.06% | 334 |
|
|
2016
Q1 | $5.25M | Buy |
76,009
+6,093
| +9% | +$421K | 0.06% | 324 |
|
|
2015
Q4 | $4.67M | Buy |
69,916
+37,732
| +117% | +$2.52M | 0.05% | 344 |
|
|
2015
Q3 | $2.02M | Buy |
32,184
+2,456
| +8% | +$154K | 0.02% | 525 |
|
|
2015
Q2 | $2M | Buy |
29,728
+5,642
| +23% | +$380K | 0.02% | 570 |
|
|
2015
Q1 | $1.67M | Buy |
24,086
+19,680
| +447% | +$1.37M | 0.02% | 607 |
|
|
2014
Q4 | $303K | Buy |
+4,406
| New | +$303K | ﹤0.01% | 959 |
|