United Capital Financial Advisers, LLC Vanguard Consumer Discretionar Transaction History

United Capital Financial Advisers, LLC

$11.5 Billion
Q1 2025

A detailed history of United Capital Financial Advisers, LLC transactions in Vanguard Consumer Discretionar stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 972 shares of VCR stock, worth $346,284. This represents 0.0% of its overall portfolio holdings.

Number of Shares

972

Previous 970 0.21%

Holding current value

$346,284

Previous $364,000 13.19%

% of portfolio

0.0%

Previous 0.0%

33 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	BUY	$318.51 - $391.75 $637 - $783	2 Added 0.21%	972 $316,000
Q4 2024 Feb 13, 2025	SELL	$328.51 - $401.37 $2,299 - $2,809	-7 Reduced 0.72%	970 $364,000
Q2 2024 Aug 14, 2024	SELL	$292.03 - $315.87 $65,706 - $71,070	-225 Reduced 18.72%	977 $305,000
Q1 2024 May 15, 2024	SELL	$292.25 - $318.12 $116,900 - $127,248	-400 Reduced 24.97%	1,202 $381,000
Q4 2023 Feb 14, 2024	SELL	$247.89 - $308.23 $201,286 - $250,282	-812 Reduced 33.64%	1,602 $487,000
Q3 2023 Nov 14, 2023	BUY	$265.85 - $296.58 $106,340 - $118,632	400 Added 19.86%	2,414 $650,000
Q2 2023 Aug 14, 2023	SELL	$243.5 - $283.2 $44,073 - $51,259	-181 Reduced 8.25%	2,014 $570,000
Q1 2023 Aug 14, 2023	BUY	$217.79 - $265.16 $39,419 - $47,993	181 Added 8.99%	2,195 $554,000
Q1 2023 May 15, 2023	SELL	$217.79 - $265.16 $95,174 - $115,874	-437 Reduced 16.6%	2,195 $554,000
Q4 2022 Feb 14, 2023	SELL	$213.95 - $246.49 $65,254 - $75,179	-305 Reduced 10.38%	2,632 $576,000
Q3 2022 Nov 14, 2022	BUY	$231.64 - $287.67 $65,322 - $81,122	282 Added 10.62%	2,937 $690,000
Q2 2022 Aug 11, 2022	BUY	$222.74 - $312.09 $24,501 - $34,329	110 Added 4.32%	2,655 $604,000
Q1 2022 May 16, 2022	BUY	$271.48 - $348.23 $12,759 - $16,366	47 Added 1.88%	2,545 $777,000
Q4 2021 Feb 14, 2022	BUY	$309.2 - $355.63 $927 - $1,066	3 Added 0.12%	2,498 $851,000
Q3 2021 Nov 15, 2021	BUY	$306.91 - $323.69 $54,936 - $57,940	179 Added 7.73%	2,495 $773,000
Q2 2021 Aug 13, 2021	SELL	$292.51 - $314.88 $2.81 Million - $3.03 Million	-9,621 Reduced 80.6%	2,316 $727,000
Q1 2021 May 14, 2021	BUY	$271.66 - $300.39 $2.65 Million - $2.93 Million	9,756 Added 447.32%	11,937 $3.53 Million
Q4 2020 Feb 17, 2021	SELL	$229.12 - $275.61 $3,436 - $4,134	-15 Reduced 0.68%	2,181 $600,000
Q3 2020 Nov 13, 2020	BUY	$202.32 - $250.9 $136,363 - $169,106	674 Added 44.28%	2,196 $515,000
Q2 2020 Aug 13, 2020	SELL	$136.25 - $207.41 $4,360 - $6,637	-32 Reduced 2.06%	1,522 $304,000
Q1 2020 May 15, 2020	BUY	$127.14 - $204.46 $1,779 - $2,862	14 Added 0.91%	1,554 $226,000
Q4 2019 Feb 14, 2020	SELL	$175.19 - $190.6 $63,769 - $69,378	-364 Reduced 19.12%	1,540 $292,000
Q3 2019 Feb 14, 2020	BUY	$178.43 - $185.33 $339,730 - $352,868	1,904 New	1,904 $343,000
Q3 2019 Nov 14, 2019	SELL	$178.43 - $185.33 $213,937 - $222,210	-1,199 Closed	0 $0
Q2 2019 Aug 13, 2019	SELL	N/A	-91 Reduced 7.05%	1,199 $215,000
Q1 2019 May 14, 2019	SELL	N/A	-297 Reduced 18.71%	1,290 $222,000
Q4 2018 Feb 14, 2019	SELL	N/A	-45 Reduced 2.76%	1,587 $239,000
Q3 2018 Nov 14, 2018	BUY	N/A	51 Added 3.23%	1,632 $295,000
Q2 2018 Aug 14, 2018	SELL	N/A	-241 Reduced 13.23%	1,581 $268,000
Q1 2018 May 15, 2018	BUY	N/A	1,822 New	1,822 $289,000
Q4 2017 Feb 13, 2018	SELL	N/A	-404 Reduced 18.22%	1,813 $285,000
Q3 2017 Nov 14, 2017	SELL	N/A	-2,678 Closed	0 $0
Q2 2017 Aug 14, 2017	BUY	N/A	2,678	2,678 $380,000

Others Institutions Holding VCR

# of Institutions

552

Shares Held

7.85M

Call Options Held

25.4K

Put Options Held

13.8K

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About VANGUARD CONSUMER DISCRETIONAR

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United Capital Financial Advisers, LLC Vanguard Consumer Discretionar Transaction History