A detailed history of United Asset Strategies, Inc. transactions in Vanguard Large Cap ETF stock. As of the latest transaction made, United Asset Strategies, Inc. holds 3,043 shares of VV stock, worth $819,510. This represents 0.08% of its overall portfolio holdings.

Number of Shares
3,043
Previous 3,081 1.23%
Holding current value
$819,510
Previous $769,000 4.16%
% of portfolio
0.08%
Previous 0.08%

Shares

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

Oct 28, 2024

SELL
$236.92 - $263.4 $9,002 - $10,009
-38 Reduced 1.23%
3,043 $801,000
Q2 2024

Aug 01, 2024

SELL
$227.27 - $251.65 $8,863 - $9,814
-39 Reduced 1.25%
3,081 $769,000
Q1 2024

Apr 23, 2024

SELL
$214.62 - $240.49 $26,398 - $29,580
-123 Reduced 3.79%
3,120 $748,000
Q4 2023

Jan 30, 2024

BUY
$188.0 - $219.17 $1,504 - $1,753
8 Added 0.25%
3,243 $707,000
Q3 2023

Nov 07, 2023

SELL
$195.09 - $209.59 $184,555 - $198,272
-946 Reduced 22.63%
3,235 $633,000
Q2 2023

Jul 25, 2023

BUY
$184.38 - $202.72 $496,350 - $545,722
2,692 Added 180.79%
4,181 $847,000
Q1 2023

Jul 25, 2023

SELL
$172.79 - $190.36 $444,761 - $489,986
-2,574 Reduced 63.35%
1,489 $278,000
Q1 2023

Apr 25, 2023

SELL
$172.79 - $190.36 $11,231 - $12,373
-65 Reduced 1.57%
4,063 $759,000
Q4 2022

Jan 26, 2023

BUY
$162.98 - $185.93 $105,448 - $120,296
647 Added 18.59%
4,128 $0
Q3 2022

Oct 24, 2022

BUY
$163.56 - $196.95 $1,308 - $1,575
8 Added 0.23%
3,481 $569,000
Q2 2022

Aug 15, 2022

BUY
$167.29 - $210.78 $1,338 - $1,686
8 Added 0.23%
3,473 $599,000
Q1 2022

Apr 29, 2022

SELL
$191.25 - $221.63 $84,915 - $98,403
-444 Reduced 11.36%
3,465 $722,000
Q4 2021

Jan 31, 2022

SELL
$200.26 - $221.75 $3,604 - $3,991
-18 Reduced 0.46%
3,909 $864,000
Q3 2021

Oct 21, 2021

SELL
$199.12 - $212.29 $43,408 - $46,279
-218 Reduced 5.26%
3,927 $789,000
Q2 2021

Jul 19, 2021

SELL
$187.36 - $200.75 $141,269 - $151,365
-754 Reduced 15.39%
4,145 $832,000
Q1 2021

Apr 27, 2021

SELL
$173.39 - $186.2 $70,569 - $75,783
-407 Reduced 7.67%
4,899 $908,000
Q4 2020

Feb 05, 2021

SELL
$152.54 - $175.74 $77,642 - $89,451
-509 Reduced 8.75%
5,306 $932,000
Q3 2020

Nov 03, 2020

SELL
$144.11 - $166.66 $34,730 - $40,165
-241 Reduced 3.98%
5,815 $910,000
Q2 2020

Aug 03, 2020

SELL
$113.24 - $149.5 $21,628 - $28,554
-191 Reduced 3.06%
6,056 $866,000
Q1 2020

May 08, 2020

SELL
$102.61 - $156.13 $148,887 - $226,544
-1,451 Reduced 18.85%
6,247 $740,000
Q4 2019

Feb 12, 2020

BUY
$132.26 - $148.31 $1,454 - $1,631
11 Added 0.14%
7,698 $1.14 Million
Q3 2019

Nov 01, 2019

BUY
$135.59 - $138.25 $2,440 - $2,488
18 Added 0.23%
7,687 $1.05 Million
Q2 2019

Jul 31, 2019

BUY
N/A
12 Added 0.16%
7,669 $1.03 Million
Q4 2018

Feb 11, 2019

BUY
N/A
23 Added 0.3%
7,657 $879,000
Q2 2018

Aug 07, 2018

BUY
N/A
10 Added 0.13%
7,634 $952,000
Q1 2018

May 14, 2018

BUY
N/A
9 Added 0.12%
7,624 $924,000
Q4 2017

Feb 09, 2018

SELL
N/A
-20 Reduced 0.26%
7,615 $933,000
Q3 2017

Nov 02, 2017

BUY
N/A
7,635
7,635 $881,000

Others Institutions Holding VV

About VANGUARD LARGE-CAP ETF


  • Ticker VV
  • Sector ETFs
  • Industry ETFs
More about VV
Track This Portfolio

Track United Asset Strategies, Inc. Portfolio

Follow United Asset Strategies, Inc. 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 Asset Strategies, Inc., based on Form 13F filings with the SEC.

News

Stay updated on United Asset Strategies, Inc. with notifications on news.