Vanguard Capital Wealth Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $630K | Buy |
+2,018
| New | +$630K | 0.62% | 39 |
|
|
2024
Q3 | – | Sell |
-14,063
| Closed | -$7.16M | – | 157 |
|
|
2024
Q2 | $7.16M | Buy |
14,063
+140
| +1% | +$71.3K | 4.84% | 5 |
|
|
2024
Q1 | $6.89M | Buy |
13,923
+201
| +1% | +$99.4K | 4.84% | 4 |
|
|
2023
Q4 | $7.22M | Buy |
13,722
+48
| +0.4% | +$25.3K | 5.84% | 3 |
|
|
2023
Q3 | $6.89M | Buy |
13,674
+55
| +0.4% | +$27.7K | 6.39% | 3 |
|
|
2023
Q2 | $6.55M | Buy |
13,619
+71
| +0.5% | +$34.1K | 5.94% | 3 |
|
|
2023
Q1 | $6.4M | Buy |
13,548
+29
| +0.2% | +$13.7K | 6.38% | 2 |
|
|
2022
Q4 | $7.17M | Buy |
13,519
+58
| +0.4% | +$30.8K | 8.3% | 2 |
|
|
2022
Q3 | $6.8M | Buy |
13,461
+26
| +0.2% | +$13.1K | 8.26% | 2 |
|
|
2022
Q2 | $6.9M | Buy |
13,435
+44
| +0.3% | +$22.6K | 7.8% | 2 |
|
|
2022
Q1 | $6.83M | Buy |
13,391
+54
| +0.4% | +$27.5K | 4.88% | 3 |
|
|
2021
Q4 | $6.7M | Buy |
13,337
+39
| +0.3% | +$19.6K | 4.81% | 3 |
|
|
2021
Q3 | $5.2K | Buy |
13,298
+48
| +0.4% | +$19 | 3.48% | 4 |
|
|
2021
Q2 | $5.31M | Buy |
13,250
+29
| +0.2% | +$11.6K | 4.03% | 3 |
|
|
2021
Q1 | $4.83M | Buy |
13,221
+41
| +0.3% | +$15K | 4.11% | 3 |
|
|
2020
Q4 | $4.55M | Buy |
+13,180
| New | +$4.55M | 4.18% | 3 |
|
|
2020
Q2 | $3.83M | Buy |
+13,000
| New | +$3.83M | 4.47% | 3 |
|
|
2019
Q4 | $3.82M | Sell |
13,000
-30
| -0.2% | -$8.82K | 4% | 3 |
|
|
2019
Q3 | $2.83M | Buy |
13,030
+30
| +0.2% | +$6.52K | 3.3% | 4 |
|
|
2019
Q2 | $3.17M | Sell |
13,000
-25
| -0.2% | -$6.1K | 3.84% | 3 |
|
|
2019
Q1 | $3.22M | Sell |
13,025
-22
| -0.2% | -$5.44K | 4.04% | 3 |
|
|
2018
Q4 | $3.25M | Buy |
13,047
+6
| +0% | +$1.5K | 4.84% | 2 |
|
|
2018
Q3 | $3.47M | Sell |
13,041
-8
| -0.1% | -$2.13K | 3.96% | 3 |
|
|
2018
Q2 | $3.2M | Buy |
13,049
+3
| +0% | +$736 | 4.25% | 2 |
|
|
2018
Q1 | $2.85M | Buy |
13,046
+46
| +0.4% | +$10.1K | 3.75% | 3 |
|
|
2017
Q4 | $2.87M | Buy |
+13,000
| New | +$2.87M | 3.59% | 2 |
|