United Capital Financial Advisers, LLC Vanguard Total Stock Market Et Transaction History

United Capital Financial Advisers, LLC

  • $19.9 Billion
  • Q3 2024

A detailed history of United Capital Financial Advisers, LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 135,702 shares of VTI stock, worth $39.9 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares
135,702
Previous 137,398 1.23%
Holding current value
$39.9 Million
Previous $36.8 Million 4.54%
% of portfolio
0.19%
Previous 0.32%

Shares

31 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
SELL
$255.18 - $283.2 $432,785 - $480,307
-1,696 Reduced 1.23%
135,702 $38.4 Million
Q2 2024

Aug 14, 2024
SELL
$245.23 - $269.4 $89,263 - $98,061
-364 Reduced 0.26%
137,398 $36.8 Million
Q1 2024

May 15, 2024
SELL
$232.77 - $260.14 $2.74 Million - $3.06 Million
-11,770 Reduced 7.87%
137,762 $35.8 Million
Q4 2023

Feb 14, 2024
SELL
$203.12 - $238.25 $25.1 Million - $29.5 Million
-123,722 Reduced 45.28%
149,532 $35.5 Million
Q3 2023

Nov 14, 2023
SELL
$211.41 - $228.35 $1.41 Million - $1.53 Million
-6,680 Reduced 2.39%
273,254 $58 Million
Q2 2023

Aug 14, 2023
SELL
$200.75 - $220.28 $2.87 Million - $3.14 Million
-14,274 Reduced 4.85%
279,934 $61.7 Million
Q1 2023

Aug 14, 2023
BUY
$189.85 - $210.01 $2.71 Million - $3 Million
14,274 Added 5.1%
294,208 $60 Million
Q1 2023

May 15, 2023
SELL
$189.85 - $210.01 $4.67 Million - $5.17 Million
-24,614 Reduced 7.72%
294,208 $60 Million
Q4 2022

Feb 14, 2023
BUY
$179.3 - $204.18 $1.35 Million - $1.54 Million
7,541 Added 2.42%
318,822 $61 Million
Q3 2022

Nov 14, 2022
SELL
$179.47 - $216.24 $1.07 Million - $1.28 Million
-5,940 Reduced 1.87%
311,281 $55.9 Million
Q2 2022

Aug 11, 2022
BUY
$183.02 - $230.52 $3.13 Million - $3.95 Million
17,114 Added 5.7%
317,221 $59.8 Million
Q1 2022

May 16, 2022
BUY
$209.9 - $242.97 $3.91 Million - $4.52 Million
18,620 Added 6.61%
300,107 $68.3 Million
Q4 2021

Feb 14, 2022
BUY
$221.73 - $242.96 $1.32 Million - $1.45 Million
5,970 Added 2.17%
281,487 $68 Million
Q3 2021

Nov 15, 2021
SELL
$219.23 - $234.37 $1.16 Million - $1.24 Million
-5,304 Reduced 1.89%
275,517 $61.2 Million
Q2 2021

Aug 13, 2021
SELL
$209.28 - $222.82 $8.91 Million - $9.48 Million
-42,558 Reduced 13.16%
280,821 $62.6 Million
Q1 2021

May 14, 2021
BUY
$191.87 - $208.85 $401,200 - $436,705
2,091 Added 0.65%
323,379 $66.8 Million
Q4 2020

Feb 17, 2021
SELL
$166.99 - $194.64 $3.11 Million - $3.63 Million
-18,637 Reduced 5.48%
321,288 $62.5 Million
Q3 2020

Nov 13, 2020
BUY
$157.44 - $181.24 $2.31 Million - $2.66 Million
14,703 Added 4.52%
339,925 $57.9 Million
Q2 2020

Aug 13, 2020
SELL
$122.96 - $164.1 $1.73 Million - $2.31 Million
-14,057 Reduced 4.14%
325,222 $50.9 Million
Q1 2020

May 15, 2020
SELL
$111.91 - $172.17 $2.41 Million - $3.71 Million
-21,576 Reduced 5.98%
339,279 $43.7 Million
Q4 2019

Feb 14, 2020
SELL
$146.61 - $164.29 $3.85 Million - $4.32 Million
-26,287 Reduced 6.79%
360,855 $59 Million
Q3 2019

Nov 14, 2019
SELL
$150.3 - $153.62 $11.4 Million - $11.6 Million
-75,552 Reduced 16.33%
387,142 $58.5 Million
Q2 2019

Aug 13, 2019
BUY
N/A
24,925 Added 5.69%
462,694 $69.4 Million
Q1 2019

May 14, 2019
BUY
N/A
190,668 Added 77.16%
437,769 $63.4 Million
Q4 2018

Feb 14, 2019
SELL
N/A
-512,963 Reduced 67.49%
247,101 $31.5 Million
Q3 2018

Nov 14, 2018
BUY
N/A
162,300 Added 27.15%
760,064 $114 Million
Q2 2018

Aug 14, 2018
BUY
N/A
58,692 Added 10.89%
597,764 $83.9 Million
Q1 2018

May 15, 2018
SELL
N/A
-83,280 Reduced 13.38%
539,072 $73.2 Million
Q4 2017

Feb 13, 2018
SELL
N/A
-115,730 Reduced 15.68%
622,352 $85.7 Million
Q3 2017

Nov 14, 2017
BUY
N/A
22,103 Added 3.09%
738,082 $95.6 Million
Q2 2017

Aug 14, 2017
BUY
N/A
715,979
715,979 $89.1 Million

Others Institutions Holding VTI

# of Institutions
3,046
Shares Held
453M
Call Options Held
1.81M
Put Options Held
618K
View Full List

About VANGUARD TOTAL STOCK MARKET ET

VTI Quotes by TradingView
  • Ticker VTI
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about VTI
Track This Portfolio

Track United Capital Financial Advisers, LLC Portfolio

Follow United Capital Financial Advisers, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of United Capital Financial Advisers, LLC, based on Form 13F filings with the SEC.

News

Stay updated on United Capital Financial Advisers, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email