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

United Capital Financial Advisers, LLC

  • $19.9 Billion
  • Q3 2024

A detailed history of United Capital Financial Advisers, LLC transactions in Vanguard Bd Index Fd Inc Inter stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 2,602,727 shares of BIV stock, worth $195 Million. This represents 1.03% of its overall portfolio holdings.

Number of Shares
2,602,727
Previous 2,649,938 1.78%
Holding current value
$195 Million
Previous $198 Million 2.78%
% of portfolio
1.03%
Previous 1.72%

Shares

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

Nov 12, 2024
SELL
$74.26 - $78.84 $3.51 Million - $3.72 Million
-47,211 Reduced 1.78%
2,602,727 $204 Million
Q2 2024

Aug 14, 2024
BUY
$73.13 - $75.43 $5.27 Million - $5.43 Million
72,011 Added 2.79%
2,649,938 $198 Million
Q1 2024

May 15, 2024
BUY
$74.51 - $76.61 $394,604 - $405,726
5,296 Added 0.21%
2,577,927 $194 Million
Q4 2023

Feb 14, 2024
SELL
$70.49 - $76.74 $154 Million - $168 Million
-2,187,683 Reduced 45.96%
2,572,631 $196 Million
Q3 2023

Nov 14, 2023
SELL
$72.11 - $75.67 $59.7 Million - $62.7 Million
-828,109 Reduced 14.82%
4,760,314 $344 Million
Q2 2023

Aug 14, 2023
BUY
$74.96 - $77.47 $24.6 Million - $25.4 Million
328,482 Added 6.24%
5,588,423 $420 Million
Q1 2023

Aug 14, 2023
SELL
$73.57 - $77.31 $24.2 Million - $25.4 Million
-328,482 Reduced 5.88%
5,259,941 $404 Million
Q1 2023

May 15, 2023
BUY
$73.57 - $77.31 $19.4 Million - $20.3 Million
263,153 Added 5.27%
5,259,941 $404 Million
Q4 2022

Feb 14, 2023
BUY
$71.64 - $76.32 $22.1 Million - $23.5 Million
308,451 Added 6.58%
4,996,788 $371 Million
Q3 2022

Nov 14, 2022
BUY
$72.72 - $79.93 $341 Million - $375 Million
4,685,559 Added 168666.62%
4,688,337 $344 Million
Q2 2022

Aug 11, 2022
BUY
$75.37 - $81.44 $209,377 - $226,240
2,778 New
2,778 $216,000
Q4 2021

Feb 14, 2022
SELL
$87.51 - $89.66 $280,469 - $287,360
-3,205 Closed
0 $0
Q3 2021

Nov 15, 2021
BUY
$89.41 - $91.32 $286,559 - $292,680
3,205 New
3,205 $287,000
Q4 2020

Feb 17, 2021
SELL
$92.55 - $93.62 $275,058 - $278,238
-2,972 Closed
0 $0
Q3 2020

Nov 13, 2020
BUY
$93.08 - $94.37 $48,773 - $49,449
524 Added 21.41%
2,972 $278,000
Q2 2020

Aug 13, 2020
SELL
$88.97 - $93.19 $190,306 - $199,333
-2,139 Reduced 46.63%
2,448 $228,000
Q1 2020

May 15, 2020
BUY
$83.77 - $92.22 $58,220 - $64,092
695 Added 17.86%
4,587 $410,000
Q4 2019

Feb 14, 2020
BUY
$86.78 - $88.73 $11,715 - $11,978
135 Added 3.59%
3,892 $339,000
Q3 2019

Feb 14, 2020
BUY
$86.72 - $88.11 $325,807 - $331,029
3,757 New
3,757 $331,000
Q3 2019

Nov 14, 2019
SELL
$86.72 - $88.11 $341,329 - $346,800
-3,936 Closed
0 $0
Q2 2019

Aug 13, 2019
SELL
N/A
-17,868 Reduced 81.95%
3,936 $340,000
Q1 2019

May 14, 2019
SELL
N/A
-8,273 Reduced 27.51%
21,804 $1.83 Million
Q4 2018

Feb 14, 2019
BUY
N/A
30,077 New
30,077 $2.45 Million
Q2 2018

Aug 14, 2018
SELL
N/A
-2,712 Closed
0 $0
Q1 2018

May 15, 2018
BUY
N/A
2,712 New
2,712 $222,000

Others Institutions Holding BIV

# of Institutions
899
Shares Held
157M
Call Options Held
4K
Put Options Held
53.2K
View Full List

About VANGUARD BD INDEX FD INC INTER

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