United Capital Financial Advisers, LLC Vanguard Mid Cap Growth Index Transaction History

United Capital Financial Advisers, LLC

  • $11.7 Billion
  • Q4 2024

A detailed history of United Capital Financial Advisers, LLC transactions in Vanguard Mid Cap Growth Index stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 10,502 shares of VOT stock, worth $2.73 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
10,502
Previous 10,451 0.49%
Holding current value
$2.73 Million
Previous $2.54 Million 4.72%
% of portfolio
0.02%
Previous 0.01%

Shares

33 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
BUY
$241.48 - $274.89 $12,315 - $14,019
51 Added 0.49%
10,502 $2.66 Million
Q3 2024

Nov 12, 2024
SELL
$218.05 - $243.47 $65,633 - $73,284
-301 Reduced 2.8%
10,451 $2.54 Million
Q2 2024

Aug 14, 2024
SELL
$218.75 - $234.97 $350,437 - $376,421
-1,602 Reduced 12.97%
10,752 $2.47 Million
Q1 2024

May 15, 2024
SELL
$212.21 - $235.79 $94,645 - $105,162
-446 Reduced 3.48%
12,354 $2.91 Million
Q4 2023

Feb 14, 2024
SELL
$180.9 - $221.2 $1.53 Million - $1.87 Million
-8,458 Reduced 39.79%
12,800 $2.81 Million
Q3 2023

Nov 14, 2023
BUY
$191.65 - $213.93 $71,102 - $79,368
371 Added 1.78%
21,258 $4.14 Million
Q2 2023

Aug 14, 2023
BUY
$186.22 - $205.77 $78,398 - $86,629
421 Added 2.06%
20,887 $4.3 Million
Q1 2023

Aug 14, 2023
SELL
$177.43 - $203.61 $241,482 - $277,113
-1,361 Reduced 6.52%
19,526 $3.81 Million
Q1 2023

May 15, 2023
BUY
$177.43 - $203.61 $460,430 - $528,367
2,595 Added 14.52%
20,466 $3.99 Million
Q4 2022

Feb 14, 2023
SELL
$165.84 - $193.83 $217,582 - $254,304
-1,312 Reduced 6.84%
17,871 $3.21 Million
Q3 2022

Nov 14, 2022
SELL
$170.12 - $208.72 $501,173 - $614,889
-2,946 Reduced 13.31%
19,183 $3.27 Million
Q2 2022

Aug 11, 2022
BUY
$167.96 - $227.2 $657,227 - $889,033
3,913 Added 21.48%
22,129 $3.88 Million
Q1 2022

May 16, 2022
BUY
$199.76 - $251.37 $284,857 - $358,453
1,426 Added 8.49%
18,216 $4.06 Million
Q4 2021

Feb 14, 2022
BUY
$234.3 - $265.79 $190,485 - $216,087
813 Added 5.09%
16,790 $4.28 Million
Q3 2021

Nov 15, 2021
BUY
$230.42 - $251.05 $189,635 - $206,614
823 Added 5.43%
15,977 $3.78 Million
Q2 2021

Aug 13, 2021
BUY
$210.91 - $237.31 $374,154 - $420,987
1,774 Added 13.26%
15,154 $3.58 Million
Q1 2021

May 14, 2021
BUY
$204.75 - $230.34 $432,636 - $486,708
2,113 Added 18.75%
13,380 $2.87 Million
Q4 2020

Feb 17, 2021
SELL
$178.76 - $215.29 $27,707 - $33,369
-155 Reduced 1.36%
11,267 $2.39 Million
Q3 2020

Nov 13, 2020
BUY
$166.29 - $188.98 $52,215 - $59,339
314 Added 2.83%
11,422 $2.06 Million
Q2 2020

Aug 13, 2020
BUY
$120.77 - $169.89 $301,562 - $424,215
2,497 Added 29.0%
11,108 $1.83 Million
Q1 2020

May 15, 2020
SELL
$108.51 - $170.49 $223,530 - $351,209
-2,060 Reduced 19.3%
8,611 $1.09 Million
Q4 2019

Feb 14, 2020
BUY
$144.1 - $159.03 $159,086 - $175,569
1,104 Added 11.54%
10,671 $1.69 Million
Q3 2019

Feb 14, 2020
BUY
$147.12 - $150.91 $1.41 Million - $1.44 Million
9,567 New
9,567 $1.42 Million
Q3 2019

Nov 14, 2019
SELL
$147.12 - $150.91 $1.56 Million - $1.6 Million
-10,576 Closed
0 $0
Q2 2019

Aug 13, 2019
BUY
N/A
687 Added 6.95%
10,576 $1.58 Million
Q1 2019

May 14, 2019
SELL
N/A
-29 Reduced 0.29%
9,889 $1.4 Million
Q4 2018

Feb 14, 2019
SELL
N/A
-329 Reduced 3.21%
9,918 $1.19 Million
Q3 2018

Nov 14, 2018
SELL
N/A
-202 Reduced 1.93%
10,247 $1.46 Million
Q2 2018

Aug 14, 2018
BUY
N/A
1,290 Added 14.08%
10,449 $1.4 Million
Q1 2018

May 15, 2018
BUY
N/A
1,078 Added 13.34%
9,159 $1.19 Million
Q4 2017

Feb 13, 2018
BUY
N/A
1,913 Added 31.01%
8,081 $1.04 Million
Q3 2017

Nov 14, 2017
BUY
N/A
28 Added 0.46%
6,168 $751,000
Q2 2017

Aug 14, 2017
BUY
N/A
6,140
6,140 $722,000

Others Institutions Holding VOT

# of Institutions
1,054
Shares Held
43M
Call Options Held
16.8K
Put Options Held
2.7K
View Full List

About VANGUARD MID-CAP GROWTH INDEX

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