A detailed history of United Capital Financial Advisers, LLC transactions in Vanguard Lg Trm Corp Bd ETF stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 7,637 shares of VCLT stock, worth $575,447. This represents 0.0% of its overall portfolio holdings.

Number of Shares
7,637
Previous 7,755 1.52%
Holding current value
$575,447
Previous $588,000 5.44%
% of portfolio
0.0%
Previous 0.01%

Shares

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

Nov 12, 2024

SELL
$74.85 - $82.2 $8,832 - $9,699
-118 Reduced 1.52%
7,637 $620,000
Q1 2024

May 15, 2024

SELL
$76.25 - $80.1 $55,967 - $58,793
-734 Reduced 8.65%
7,755 $606,000
Q4 2023

Feb 14, 2024

SELL
$67.66 - $81.06 $582,011 - $697,278
-8,602 Reduced 50.33%
8,489 $680,000
Q3 2023

Nov 14, 2023

BUY
$71.62 - $78.79 $12,676 - $13,945
177 Added 1.05%
17,091 $1.22 Million
Q2 2023

Aug 14, 2023

SELL
$75.81 - $80.59 $601,400 - $639,320
-7,933 Reduced 31.93%
16,914 $1.33 Million
Q1 2023

Aug 14, 2023

BUY
$75.56 - $82.45 $599,417 - $654,075
7,933 Added 46.9%
24,847 $1.98 Million
Q1 2023

May 15, 2023

BUY
$75.56 - $82.45 $807,207 - $880,813
10,683 Added 75.42%
24,847 $1.98 Million
Q4 2022

Feb 14, 2023

BUY
$69.36 - $81.2 $982,415 - $1.15 Million
14,164 New
14,164 $1.07 Million
Q4 2018

Feb 14, 2019

SELL
N/A
-4,839 Closed
0 $0
Q3 2018

Nov 14, 2018

SELL
N/A
-14,287 Reduced 74.7%
4,839 $426,000
Q2 2018

Aug 14, 2018

SELL
N/A
-5,714 Reduced 23.0%
19,126 $1.68 Million
Q1 2018

May 15, 2018

SELL
N/A
-140,595 Reduced 84.99%
24,840 $2.27 Million
Q4 2017

Feb 13, 2018

BUY
N/A
54,917 Added 49.69%
165,435 $15.8 Million
Q3 2017

Nov 14, 2017

BUY
N/A
110,518
110,518 $10.4 Million

Others Institutions Holding VCLT

About VANGUARD LG-TRM CORP BD ETF


  • Ticker VCLT
  • Sector ETFs
  • Industry ETFs
More about VCLT
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.