VDI
Vaughan David Investments’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $45.3M | Buy |
145,198
+5,948
| +4% | +$1.86M | 1.01% | 47 |
|
|
2025
Q1 | $72.9M | Buy |
139,250
+87
| +0.1% | +$45.6K | 1.71% | 6 |
|
|
2024
Q4 | $70.4M | Sell |
139,163
-110
| -0.1% | -$55.6K | 1.66% | 8 |
|
|
2024
Q3 | $81.4M | Sell |
139,273
-474
| -0.3% | -$277K | 1.87% | 4 |
|
|
2024
Q2 | $71.2M | Sell |
139,747
-148
| -0.1% | -$75.4K | 1.8% | 5 |
|
|
2024
Q1 | $69.2M | Buy |
139,895
+403
| +0.3% | +$199K | 1.72% | 6 |
|
|
2023
Q4 | $73.4M | Sell |
139,492
-1,624
| -1% | -$855K | 2.01% | 2 |
|
|
2023
Q3 | $71.1M | Buy |
141,116
+343
| +0.2% | +$173K | 2.15% | 2 |
|
|
2023
Q2 | $67.7M | Buy |
140,773
+593
| +0.4% | +$285K | 1.98% | 4 |
|
|
2023
Q1 | $66.2M | Sell |
140,180
-3,435
| -2% | -$1.62M | 2% | 3 |
|
|
2022
Q4 | $76.1M | Sell |
143,615
-1,447
| -1% | -$767K | 2.27% | 2 |
|
|
2022
Q3 | $73.3M | Sell |
145,062
-406
| -0.3% | -$205K | 2.45% | 2 |
|
|
2022
Q2 | $74.7M | Sell |
145,468
-206
| -0.1% | -$106K | 2.39% | 2 |
|
|
2022
Q1 | $74.3M | Sell |
145,674
-858
| -0.6% | -$438K | 2.19% | 2 |
|
|
2021
Q4 | $73.6M | Sell |
146,532
-3,694
| -2% | -$1.85M | 2.15% | 2 |
|
|
2021
Q3 | $58.7M | Sell |
150,226
-1,507
| -1% | -$589K | 1.88% | 4 |
|
|
2021
Q2 | $60.8M | Buy |
151,733
+15
| +0% | +$6.01K | 1.9% | 4 |
|
|
2021
Q1 | $56.5M | Sell |
151,718
-3,561
| -2% | -$1.32M | 1.79% | 4 |
|
|
2020
Q4 | $54.5M | Sell |
155,279
-3,330
| -2% | -$1.17M | 1.87% | 5 |
|
|
2020
Q3 | $49.5M | Sell |
158,609
-2,822
| -2% | -$880K | 1.92% | 3 |
|
|
2020
Q2 | $47.6M | Sell |
161,431
-220
| -0.1% | -$64.9K | 1.95% | 4 |
|
|
2020
Q1 | $40.3M | Sell |
161,651
-2,255
| -1% | -$562K | 1.87% | 4 |
|
|
2019
Q4 | $48.2M | Sell |
163,906
-5,710
| -3% | -$1.68M | 1.76% | 6 |
|
|
2019
Q3 | $36.9M | Sell |
169,616
-620
| -0.4% | -$135K | 1.41% | 14 |
|
|
2019
Q2 | $41.5M | Buy |
170,236
+2,358
| +1% | +$575K | 1.65% | 8 |
|
|
2019
Q1 | $41.5M | Sell |
167,878
-133
| -0.1% | -$32.9K | 1.75% | 5 |
|
|
2018
Q4 | $41.9M | Sell |
168,011
-9,177
| -5% | -$2.29M | 1.95% | 3 |
|
|
2018
Q3 | $47.1M | Sell |
177,188
-3,461
| -2% | -$921K | 1.99% | 4 |
|
|
2018
Q2 | $44.3M | Buy |
180,649
+96
| +0.1% | +$23.6K | 2.06% | 2 |
|
|
2018
Q1 | $38.6M | Sell |
180,553
-695
| -0.4% | -$149K | 1.83% | 6 |
|
|
2017
Q4 | $40M | Sell |
181,248
-844
| -0.5% | -$186K | 1.85% | 6 |
|
|
2017
Q3 | $35.7M | Sell |
182,092
-6,547
| -3% | -$1.28M | 1.75% | 5 |
|
|
2017
Q2 | $35M | Sell |
188,639
-1,335
| -0.7% | -$248K | 1.76% | 4 |
|
|
2017
Q1 | $31.2M | Sell |
189,974
-4,147
| -2% | -$680K | 1.61% | 9 |
|
|
2016
Q4 | $31.1M | Sell |
194,121
-10,325
| -5% | -$1.65M | 1.66% | 8 |
|
|
2016
Q3 | $28.6M | Sell |
204,446
-437
| -0.2% | -$61.2K | 1.56% | 8 |
|
|
2016
Q2 | $28.9M | Sell |
204,883
-1,510
| -0.7% | -$213K | 1.59% | 9 |
|
|
2016
Q1 | $26.6M | Sell |
206,393
-1,025
| -0.5% | -$132K | 1.52% | 10 |
|
|
2015
Q4 | $24.4M | Sell |
207,418
-458
| -0.2% | -$53.9K | 1.47% | 13 |
|
|
2015
Q3 | $24.1M | Sell |
207,876
-10,359
| -5% | -$1.2M | 1.53% | 10 |
|
|
2015
Q2 | $26.6M | Sell |
218,235
-2,505
| -1% | -$306K | 1.57% | 8 |
|
|
2015
Q1 | $26.1M | Sell |
220,740
-12,377
| -5% | -$1.46M | 1.55% | 12 |
|
|
2014
Q4 | $23.6M | Buy |
233,117
+497
| +0.2% | +$50.2K | 1.36% | 20 |
|
|
2014
Q3 | $20.1M | Sell |
232,620
-2,919
| -1% | -$252K | 1.22% | 32 |
|
|
2014
Q2 | $19.3M | Sell |
235,539
-13,058
| -5% | -$1.07M | 1.15% | 41 |
|
|
2014
Q1 | $20.4M | Sell |
248,597
-100
| -0% | -$8.2K | 1.27% | 33 |
|
|
2013
Q4 | $18.7M | Buy |
248,697
+205
| +0.1% | +$15.4K | 1.21% | 39 |
|
|
2013
Q3 | $17.8M | Sell |
248,492
-375
| -0.2% | -$26.9K | 1.24% | 35 |
|
|
2013
Q2 | $16.3M | Buy |
+248,867
| New | +$16.3M | 1.15% | 45 |
|