United Capital Financial Advisers, LLC Vanguard S&P Mid Cap 400 ETF Transaction History

United Capital Financial Advisers, LLC

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2021 Aug 13, 2021	SELL	$88.32 - $93.52 $249,062 - $263,726	-2,820 Closed	0 $0
Q4 2020 Feb 17, 2021	BUY	$63.55 - $78.08 $4,512 - $5,543	71 Added 2.58%	2,820 $439,000
Q3 2020 Nov 13, 2020	BUY	$59.03 - $66.5 $9,621 - $10,839	163 Added 6.3%	2,749 $345,000
Q3 2019 Feb 14, 2020	BUY	$64.81 - $66.58 $167,598 - $172,175	2,586 New	2,586 $337,000
Q3 2019 Nov 14, 2019	SELL	$64.81 - $66.58 $167,598 - $172,175	-2,586 Closed	0 $0
Q1 2019 May 14, 2019	SELL	N/A	-225 Reduced 8.0%	2,586 $331,000
Q4 2018 Feb 14, 2019	SELL	N/A	-185 Reduced 6.17%	2,811 $314,000
Q2 2018 Aug 14, 2018	BUY	N/A	183 Added 6.51%	2,996 $394,000
Q1 2018 May 15, 2018	BUY	N/A	47 Added 1.7%	2,813 $356,000
Q2 2017 Aug 14, 2017	BUY	N/A	2,766	2,766 $325,000

270

10.4M

3.5K

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