United Capital Financial Advisers, LLC Vanguard Information Technolog Transaction History

United Capital Financial Advisers, LLC

  • $11.7 Billion
  • Q4 2024

A detailed history of United Capital Financial Advisers, LLC transactions in Vanguard Information Technolog stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 3,814 shares of VGT stock, worth $2.07 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,814
Previous 3,416 11.65%
Holding current value
$2.07 Million
Previous $2 Million 18.37%
% of portfolio
0.02%
Previous 0.01%

Shares

32 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
BUY
$571.78 - $647.97 $227,568 - $257,892
398 Added 11.65%
3,814 $2.37 Million
Q3 2024

Nov 12, 2024
SELL
$514.43 - $606.85 $40,125 - $47,334
-78 Reduced 2.23%
3,416 $2 Million
Q2 2024

Aug 14, 2024
SELL
$479.9 - $588.82 $408,874 - $501,674
-852 Reduced 19.6%
3,494 $2.01 Million
Q1 2024

May 15, 2024
SELL
$462.18 - $530.16 $343,861 - $394,439
-744 Reduced 14.62%
4,346 $2.28 Million
Q4 2023

Feb 14, 2024
SELL
$399.56 - $486.79 $1.43 Million - $1.74 Million
-3,568 Reduced 41.21%
5,090 $2.46 Million
Q3 2023

Nov 14, 2023
SELL
$409.4 - $459.58 $1.16 Million - $1.3 Million
-2,830 Reduced 24.63%
8,658 $3.59 Million
Q2 2023

Aug 14, 2023
SELL
$368.4 - $443.39 $304,666 - $366,683
-827 Reduced 6.72%
11,488 $5.08 Million
Q1 2023

Aug 14, 2023
BUY
$311.14 - $385.47 $159,303 - $197,360
512 Added 4.46%
12,000 $4.63 Million
Q1 2023

May 15, 2023
SELL
$311.14 - $385.47 $599,255 - $742,415
-1,926 Reduced 13.52%
12,315 $4.75 Million
Q4 2022

Feb 14, 2023
BUY
$300.84 - $349.17 $17,749 - $20,601
59 Added 0.42%
14,241 $4.55 Million
Q3 2022

Nov 14, 2022
SELL
$307.37 - $391.03 $2.33 Million - $2.96 Million
-7,567 Reduced 34.79%
14,182 $4.36 Million
Q2 2022

Aug 11, 2022
BUY
$315.97 - $423.43 $435,722 - $583,909
1,379 Added 6.77%
21,749 $7.1 Million
Q1 2022

May 16, 2022
SELL
$366.81 - $462.0 $187,439 - $236,082
-511 Reduced 2.45%
20,370 $8.48 Million
Q4 2021

Feb 14, 2022
SELL
$396.99 - $466.1 $141,328 - $165,931
-356 Reduced 1.68%
20,881 $9.57 Million
Q3 2021

Nov 15, 2021
BUY
$397.41 - $429.35 $139,888 - $151,131
352 Added 1.69%
21,237 $8.52 Million
Q2 2021

Aug 13, 2021
BUY
$351.88 - $400.08 $19,353 - $22,004
55 Added 0.26%
20,885 $8.33 Million
Q1 2021

May 14, 2021
SELL
$339.41 - $380.61 $2.89 Million - $3.25 Million
-8,527 Reduced 29.05%
20,830 $7.47 Million
Q4 2020

Feb 17, 2021
BUY
$297.99 - $355.36 $16,091 - $19,189
54 Added 0.18%
29,357 $10.4 Million
Q3 2020

Nov 13, 2020
SELL
$279.37 - $338.36 $374,355 - $453,402
-1,340 Reduced 4.37%
29,303 $9.13 Million
Q2 2020

Aug 13, 2020
BUY
$201.88 - $278.76 $4.03 Million - $5.57 Million
19,968 Added 187.05%
30,643 $8.54 Million
Q1 2020

May 15, 2020
BUY
$185.49 - $273.21 $71,413 - $105,185
385 Added 3.74%
10,675 $2.26 Million
Q4 2019

Feb 14, 2020
BUY
$209.61 - $245.73 $114,027 - $133,677
544 Added 5.58%
10,290 $2.52 Million
Q3 2019

Nov 14, 2019
BUY
$213.22 - $219.09 $1.07 Million - $1.1 Million
5,037 Added 106.97%
9,746 $2.1 Million
Q2 2019

Aug 13, 2019
SELL
N/A
-210 Reduced 4.27%
4,709 $993,000
Q1 2019

May 14, 2019
BUY
N/A
205 Added 4.35%
4,919 $987,000
Q4 2018

Feb 14, 2019
SELL
N/A
-7,582 Reduced 61.66%
4,714 $786,000
Q3 2018

Nov 14, 2018
SELL
N/A
-354 Reduced 2.8%
12,296 $2.49 Million
Q2 2018

Aug 14, 2018
BUY
N/A
7,555 Added 148.28%
12,650 $2.3 Million
Q1 2018

May 15, 2018
BUY
N/A
158 Added 3.2%
5,095 $871,000
Q4 2017

Feb 13, 2018
SELL
N/A
-938 Reduced 15.97%
4,937 $818,000
Q3 2017

Nov 14, 2017
BUY
N/A
265 Added 4.72%
5,875 $893,000
Q2 2017

Aug 14, 2017
BUY
N/A
5,610
5,610 $790,000

Others Institutions Holding VGT

# of Institutions
1,852
Shares Held
51.5M
Call Options Held
1.14M
Put Options Held
348K
View Full List

About VANGUARD INFORMATION TECHNOLOG

VGT Quotes by TradingView
  • Ticker VGT
  • Sector ETFs
  • Industry ETFs
More about VGT
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.

Choose your preferred platform and Sign Up 👇 Telegram Email