United Capital Financial Advisers, LLC Vanguard Bd Index Fd Inc Total Transaction History

United Capital Financial Advisers, LLC

$11.7 Billion
Q4 2024

A detailed history of United Capital Financial Advisers, LLC transactions in Vanguard Bd Index Fd Inc Total stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 15,882 shares of BND stock, worth $1.16 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

15,882

Previous 11,887 33.61%

Holding current value

$1.16 Million

Previous $892,000 28.03%

% of portfolio

0.01%

Previous 0.0%

32 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$71.75 - $75.11 $286,641 - $300,064	3,995 Added 33.61%	15,882 $1.14 Million
Q3 2024 Nov 12, 2024	SELL	$71.45 - $75.64 $74,522 - $78,892	-1,043 Reduced 8.07%	11,887 $892,000
Q2 2024 Aug 14, 2024	SELL	$70.55 - $72.66 $100,815 - $103,831	-1,429 Reduced 9.95%	12,930 $931,000
Q1 2024 May 15, 2024	SELL	$71.76 - $73.66 $1.16 Million - $1.19 Million	-16,096 Reduced 52.85%	14,359 $1.04 Million
Q4 2023 Feb 14, 2024	SELL	$68.04 - $73.9 $1.07 Million - $1.16 Million	-15,760 Reduced 34.1%	30,455 $2.24 Million
Q3 2023 Nov 14, 2023	SELL	$69.63 - $72.91 $76,801 - $80,419	-1,103 Reduced 2.33%	46,215 $3.22 Million
Q2 2023 Aug 14, 2023	SELL	$72.23 - $74.46 $1.82 Million - $1.87 Million	-25,146 Reduced 34.7%	47,318 $3.44 Million
Q1 2023 Aug 14, 2023	BUY	$71.33 - $74.57 $1.79 Million - $1.88 Million	25,146 Added 53.14%	72,464 $5.35 Million
Q1 2023 May 15, 2023	SELL	$71.33 - $74.57 $28.3 Million - $29.6 Million	-396,818 Reduced 84.56%	72,464 $5.35 Million
Q4 2022 Feb 14, 2023	BUY	$69.38 - $73.88 $28.8 Million - $30.7 Million	415,592 Added 774.06%	469,282 $33.7 Million
Q3 2022 Nov 14, 2022	SELL	$70.77 - $77.08 $7.69 Million - $8.37 Million	-108,644 Reduced 66.93%	53,690 $3.83 Million
Q2 2022 Aug 11, 2022	BUY	$73.3 - $79.23 $6.01 Million - $6.49 Million	81,948 Added 101.94%	162,334 $12.2 Million
Q1 2022 May 16, 2022	SELL	$78.72 - $84.18 $642,748 - $687,329	-8,165 Reduced 9.22%	80,386 $6.39 Million
Q4 2021 Feb 14, 2022	BUY	$84.47 - $85.89 $372,428 - $378,689	4,409 Added 5.24%	88,551 $7.51 Million
Q3 2021 Nov 15, 2021	BUY	$85.45 - $86.85 $707,611 - $719,204	8,281 Added 10.92%	84,142 $7.19 Million
Q2 2021 Aug 13, 2021	SELL	$84.67 - $85.92 $545,698 - $553,754	-6,445 Reduced 7.83%	75,861 $6.52 Million
Q1 2021 May 14, 2021	SELL	$84.36 - $88.07 $400,456 - $418,068	-4,747 Reduced 5.45%	82,306 $6.97 Million
Q4 2020 Feb 17, 2021	BUY	$87.44 - $88.49 $710,712 - $719,246	8,128 Added 10.3%	87,053 $7.68 Million
Q3 2020 Nov 13, 2020	SELL	$88.13 - $89.48 $205,431 - $208,577	-2,331 Reduced 2.87%	78,925 $6.96 Million
Q2 2020 Aug 13, 2020	SELL	$85.6 - $88.34 $140,640 - $145,142	-1,643 Reduced 1.98%	81,256 $7.18 Million
Q1 2020 May 15, 2020	SELL	$80.33 - $87.96 $207,653 - $227,376	-2,585 Reduced 3.02%	82,899 $7.08 Million
Q4 2019 Feb 14, 2020	BUY	$83.39 - $84.94 $324,887 - $330,926	3,896 Added 4.78%	85,484 $7.17 Million
Q3 2019 Nov 14, 2019	BUY	$83.3 - $84.54 $52,645 - $53,429	632 Added 0.78%	81,588 $6.89 Million
Q2 2019 Aug 13, 2019	BUY	N/A	2,120 Added 2.69%	80,956 $6.73 Million
Q1 2019 May 14, 2019	SELL	N/A	-3,885 Reduced 4.7%	78,836 $6.4 Million
Q4 2018 Feb 14, 2019	BUY	N/A	9,270 Added 12.62%	82,721 $6.55 Million
Q3 2018 Nov 14, 2018	SELL	N/A	-11,306 Reduced 13.34%	73,451 $5.78 Million
Q2 2018 Aug 14, 2018	BUY	N/A	20,153 Added 31.19%	84,757 $6.71 Million
Q1 2018 May 15, 2018	SELL	N/A	-8,038 Reduced 11.07%	64,604 $5.16 Million
Q4 2017 Feb 13, 2018	BUY	N/A	9,030 Added 14.2%	72,642 $5.93 Million
Q3 2017 Nov 14, 2017	BUY	N/A	1,952 Added 3.17%	63,612 $5.21 Million
Q2 2017 Aug 14, 2017	BUY	N/A	61,660	61,660 $5.05 Million

Others Institutions Holding BND

# of Institutions

1,730

Shares Held

1.13B

Call Options Held

73.9K

Put Options Held

10.4K

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United Capital Financial Advisers, LLC Vanguard Bd Index Fd Inc Total Transaction History