VAFP
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Vahanian & Associates Financial Planning’s UnitedHealth UNH Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q4
$390K Sell
741
-330
-31% -$174K 1.54% 22
2023
Q3
$540K Buy
+1,071
New +$540K 1.73% 18
2022
Q1
Sell
-907
Closed -$455K 135
2021
Q4
$455K Buy
+907
New +$455K 0.37% 75