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United Homes Group shares owned by H D Vest Advisory Services

Quarter-by-quarter ownership of United Homes Group (UHG) shares owned by H D Vest Advisory Services from 13F filings

Historical chart of H D Vest Advisory Services investment in United Homes Group

Tip: Access up to 7 years of quarterly data

All positions including United Homes Group held by H D Vest Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in United Homes Group by H D Vest Advisory Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $8.7M 1.3M 6.99
2023-12-31 $11M 1.3M 8.43
2023-09-30 $5.7M 1.0M 5.60
2023-06-30 $11M 1.0M 11.16
2023-03-31 $21M 1.0M 20.80

More positions owned by H D Vest Advisory Services

Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Russell 2000 Etf (IWM)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Microsoft Corporation (MSFT)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr National Mun Etf (MUB)
NVIDIA Corporation (NVDA)

View all positions for H D Vest Advisory Services

Top funds holding United Homes Group

H D Vest Advisory Services
Conversant Capital
Creative Planning
Robeco Investment Management
BlackRock
Vanguard Group
Dendur Capital
Geode Capital Management
Millennium Management
Northern Trust
Timbercreek Asset Management
Charles Schwab Investment Management
Bank of New York Mellon
Red Door Wealth Management
Jpmorgan Chase & Co

View all funds holding United Homes Group