United Capital Financial Advisers, LLC Vanguard Health Care ETF Transaction History

United Capital Financial Advisers, LLC

$11.7 Billion
Q4 2024

A detailed history of United Capital Financial Advisers, LLC transactions in Vanguard Health Care ETF stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 1,169 shares of VHT stock, worth $314,753. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,169

Holding current value

$314,753

% of portfolio

0.0%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$250.81 - $283.3 $293,196 - $331,177	1,169 New	1,169 $296,000
Q3 2023 Nov 14, 2023	SELL	$235.1 - $250.77 $682,025 - $727,483	-2,901 Reduced 72.22%	1,116 $262,000
Q2 2023 Aug 14, 2023	SELL	$234.11 - $249.3 $241,601 - $257,277	-1,032 Reduced 20.44%	4,017 $983,000
Q1 2023 Aug 14, 2023	BUY	$228.23 - $249.0 $194,451 - $212,148	852 Added 21.21%	4,869 $1.16 Million
Q1 2023 May 15, 2023	SELL	$228.23 - $249.0 $1.52 Million - $1.66 Million	-6,659 Reduced 56.88%	5,049 $1.2 Million
Q4 2022 Feb 14, 2023	BUY	$224.15 - $255.96 $502,992 - $574,374	2,244 Added 23.71%	11,708 $2.9 Million
Q3 2022 Nov 14, 2022	BUY	$223.7 - $250.44 $36,910 - $41,322	165 Added 1.77%	9,464 $2.12 Million
Q2 2022 Aug 11, 2022	SELL	$219.51 - $264.47 $42,145 - $50,778	-192 Reduced 2.02%	9,299 $2.19 Million
Q1 2022 May 16, 2022	SELL	$235.27 - $264.71 $171,511 - $192,973	-729 Reduced 7.13%	9,491 $2.41 Million
Q4 2021 Feb 14, 2022	BUY	$243.71 - $267.51 $368,733 - $404,742	1,513 Added 17.38%	10,220 $2.72 Million
Q3 2021 Nov 15, 2021	BUY	$247.16 - $265.84 $48,937 - $52,636	198 Added 2.33%	8,707 $2.15 Million
Q2 2021 Aug 13, 2021	SELL	$227.95 - $247.57 $81,378 - $88,382	-357 Reduced 4.03%	8,509 $2.1 Million
Q1 2021 May 14, 2021	BUY	$218.21 - $236.79 $50,842 - $55,172	233 Added 2.7%	8,866 $2.03 Million
Q4 2020 Feb 17, 2021	SELL	$198.15 - $223.73 $149,008 - $168,244	-752 Reduced 8.01%	8,633 $1.93 Million
Q3 2020 Nov 13, 2020	SELL	$194.1 - $209.76 $19,215 - $20,766	-99 Reduced 1.04%	9,385 $1.92 Million
Q2 2020 Aug 13, 2020	BUY	$159.59 - $198.15 $172,516 - $214,200	1,081 Added 12.86%	9,484 $1.83 Million
Q1 2020 May 15, 2020	SELL	$139.96 - $197.23 $47,866 - $67,452	-342 Reduced 3.91%	8,403 $1.4 Million
Q4 2019 Feb 14, 2020	BUY	$163.53 - $193.07 $156,825 - $185,154	959 Added 12.32%	8,745 $1.68 Million
Q3 2019 Feb 14, 2020	BUY	$166.25 - $172.8 $1.29 Million - $1.35 Million	7,786 New	7,786 $1.31 Million
Q3 2019 Nov 14, 2019	SELL	$166.25 - $172.8 $321,693 - $334,368	-1,935 Closed	0 $0
Q2 2019 Aug 13, 2019	SELL	N/A	-261 Reduced 11.89%	1,935 $337,000
Q1 2019 May 14, 2019	SELL	N/A	-873 Reduced 28.45%	2,196 $379,000
Q4 2018 Feb 14, 2019	SELL	N/A	-140 Reduced 4.36%	3,069 $493,000
Q3 2018 Nov 14, 2018	SELL	N/A	-45 Reduced 1.38%	3,209 $579,000
Q2 2018 Aug 14, 2018	SELL	N/A	-541 Reduced 14.26%	3,254 $518,000
Q1 2018 May 15, 2018	BUY	N/A	3,795 New	3,795 $583,000
Q4 2017 Feb 13, 2018	SELL	N/A	-5,468 Closed	0 $0
Q3 2017 Nov 14, 2017	SELL	N/A	-816 Reduced 12.99%	5,468 $833,000
Q2 2017 Aug 14, 2017	BUY	N/A	6,284	6,284 $926,000

Others Institutions Holding VHT

# of Institutions

1,133

Shares Held

25.2M

Call Options Held

32.3K

Put Options Held

6.6K

View Full List

About VANGUARD HEALTH CARE ETF

Ticker VHT
Sector ETFs
Industry ETFs

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United Capital Financial Advisers, LLC Vanguard Health Care ETF Transaction History