United Capital Financial Advisers, LLC Vanguard Intermediate Term Tre Transaction History

United Capital Financial Advisers, LLC

$11.7 Billion
Q4 2024

A detailed history of United Capital Financial Advisers, LLC transactions in Vanguard Intermediate Term Tre stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 115,187 shares of VGIT stock, worth $6.74 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

115,187

Previous 104,177 10.57%

Holding current value

$6.74 Million

Previous $6.29 Million 6.13%

% of portfolio

0.06%

Previous 0.03%

32 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$57.78 - $60.4 $636,157 - $665,004	11,010 Added 10.57%	115,187 $6.68 Million
Q3 2024 Nov 12, 2024	SELL	$57.8 - $60.8 $398,993 - $419,702	-6,903 Reduced 6.21%	104,177 $6.29 Million
Q2 2024 Aug 14, 2024	BUY	$57.14 - $58.53 $414,493 - $424,576	7,254 Added 6.99%	111,080 $6.47 Million
Q1 2024 May 15, 2024	SELL	$58.07 - $59.52 $611,012 - $626,269	-10,522 Reduced 9.2%	103,826 $6.08 Million
Q4 2023 Feb 14, 2024	SELL	$56.15 - $59.51 $5.64 Million - $5.97 Million	-100,392 Reduced 46.75%	114,348 $6.78 Million
Q3 2023 Nov 14, 2023	SELL	$56.93 - $59.05 $6.8 Million - $7.06 Million	-119,486 Reduced 35.75%	214,740 $12.3 Million
Q2 2023 Aug 14, 2023	SELL	$58.61 - $60.65 $1.66 Million - $1.72 Million	-28,399 Reduced 7.83%	334,226 $19.6 Million
Q1 2023 Aug 14, 2023	BUY	$57.72 - $60.39 $1.64 Million - $1.72 Million	28,399 Added 8.5%	362,625 $21.7 Million
Q1 2023 May 15, 2023	SELL	$57.72 - $60.39 $2.19 Million - $2.3 Million	-38,026 Reduced 9.49%	362,625 $21.7 Million
Q4 2022 Feb 14, 2023	SELL	$57.14 - $59.67 $3.41 Million - $3.56 Million	-59,634 Reduced 12.96%	400,651 $23.4 Million
Q3 2022 Nov 14, 2022	SELL	$57.73 - $62.32 $2.07 Million - $2.23 Million	-35,799 Reduced 7.22%	460,285 $26.8 Million
Q2 2022 Aug 11, 2022	SELL	$59.34 - $62.5 $2.33 Million - $2.45 Million	-39,235 Reduced 7.33%	496,084 $30.3 Million
Q1 2022 May 16, 2022	SELL	$62.43 - $66.15 $3.57 Million - $3.79 Million	-57,229 Reduced 9.66%	535,319 $33.7 Million
Q4 2021 Feb 14, 2022	SELL	$66.4 - $67.68 $5.1 Million - $5.19 Million	-76,749 Reduced 11.47%	592,548 $39.4 Million
Q3 2021 Nov 15, 2021	SELL	$67.44 - $68.68 $1.81 Million - $1.84 Million	-26,852 Reduced 3.86%	669,297 $45.2 Million
Q2 2021 Aug 13, 2021	SELL	$67.21 - $68.13 $3.49 Million - $3.54 Million	-51,960 Reduced 6.95%	696,149 $47.2 Million
Q1 2021 May 14, 2021	SELL	$67.23 - $69.45 $3.17 Million - $3.27 Million	-47,119 Reduced 5.93%	748,109 $50.3 Million
Q4 2020 Feb 17, 2021	SELL	$69.32 - $70.41 $1.79 Million - $1.82 Million	-25,891 Reduced 3.15%	795,228 $55.2 Million
Q3 2020 Nov 13, 2020	BUY	$70.34 - $70.85 $1.16 Million - $1.17 Million	16,562 Added 2.06%	821,119 $57.9 Million
Q2 2020 Aug 13, 2020	SELL	$69.86 - $70.63 $4.65 Million - $4.7 Million	-66,552 Reduced 7.64%	804,557 $56.8 Million
Q1 2020 May 15, 2020	BUY	$66.04 - $70.55 $9.82 Million - $10.5 Million	148,718 Added 20.59%	871,109 $60.9 Million
Q4 2019 Feb 14, 2020	BUY	$65.75 - $67.26 $26.6 Million - $27.3 Million	405,203 Added 127.75%	722,391 $47.6 Million
Q3 2019 Nov 14, 2019	BUY	$65.91 - $66.78 $9.59 Million - $9.72 Million	145,502 Added 84.75%	317,188 $21.1 Million
Q2 2019 Aug 13, 2019	SELL	N/A	-7,030 Reduced 3.93%	171,686 $11.3 Million
Q1 2019 May 14, 2019	SELL	N/A	-580 Reduced 0.32%	178,716 $11.5 Million
Q4 2018 Feb 14, 2019	SELL	N/A	-2,207 Reduced 1.22%	179,296 $11.4 Million
Q3 2018 Nov 14, 2018	BUY	N/A	7,649 Added 4.4%	181,503 $11.3 Million
Q2 2018 Aug 14, 2018	SELL	N/A	-4,440 Reduced 2.49%	173,854 $10.9 Million
Q1 2018 May 15, 2018	BUY	N/A	11,548 Added 6.93%	178,294 $11.2 Million
Q4 2017 Feb 13, 2018	BUY	N/A	2,451 Added 1.49%	166,746 $10.7 Million
Q3 2017 Nov 14, 2017	SELL	N/A	-726 Reduced 0.44%	164,295 $10.6 Million
Q2 2017 Aug 14, 2017	BUY	N/A	165,021	165,021 $10.7 Million

Others Institutions Holding VGIT

# of Institutions

852

Shares Held

404M

Call Options Held

19.7K

Put Options Held

8.6K

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About VANGUARD INTERMEDIATE-TERM TRE

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United Capital Financial Advisers, LLC Vanguard Intermediate Term Tre Transaction History