United Capital Financial Advisers, LLC Vanguard Dividend Appreciation Transaction History

United Capital Financial Advisers, LLC

  • $19.9 Billion
  • Q3 2024

A detailed history of United Capital Financial Advisers, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 59,267 shares of VIG stock, worth $10.8 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
59,267
Previous 60,302 1.72%
Holding current value
$10.8 Million
Previous $11 Million 1.93%
% of portfolio
0.05%
Previous 0.1%

Shares

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

Nov 12, 2024
SELL
$182.15 - $182.15 $188,525 - $188,525
-1,035 Reduced 1.72%
59,267 $10.8 Million
Q2 2024

Aug 14, 2024
BUY
$173.33 - $185.29 $159,290 - $170,281
919 Added 1.55%
60,302 $11 Million
Q1 2024

May 15, 2024
BUY
$168.47 - $182.98 $371,644 - $403,653
2,206 Added 3.86%
59,383 $10.8 Million
Q4 2023

Feb 14, 2024
SELL
$150.16 - $171.16 $1.93 Million - $2.2 Million
-12,865 Reduced 18.37%
57,177 $9.74 Million
Q3 2023

Nov 14, 2023
SELL
$155.38 - $166.95 $2.75 Million - $2.96 Million
-17,707 Reduced 20.18%
70,042 $10.9 Million
Q2 2023

Aug 14, 2023
BUY
$152.74 - $162.43 $2.27 Million - $2.42 Million
14,891 Added 20.44%
87,749 $14.3 Million
Q1 2023

Aug 14, 2023
SELL
$147.24 - $158.33 $2.42 Million - $2.61 Million
-16,461 Reduced 18.76%
71,288 $11 Million
Q1 2023

May 15, 2023
SELL
$147.24 - $158.33 $717,500 - $771,542
-4,873 Reduced 6.27%
72,858 $11.2 Million
Q4 2022

Feb 14, 2023
SELL
$144.84 - $158.71 $604,562 - $662,455
-4,174 Reduced 5.1%
77,731 $11.8 Million
Q3 2022

Nov 14, 2022
SELL
N/A
-421 Reduced 0.51%
81,905 $11.1 Million
Q2 2022

Aug 11, 2022
BUY
N/A
11,940 Added 16.96%
82,326 $11.8 Million
Q1 2022

May 16, 2022
SELL
N/A
-1,677 Reduced 2.33%
70,386 $11.4 Million
Q4 2021

Feb 14, 2022
SELL
N/A
-3,540 Reduced 4.68%
72,063 $12.4 Million
Q3 2021

Nov 15, 2021
SELL
N/A
-2,168 Reduced 2.79%
75,603 $11.6 Million
Q2 2021

Aug 13, 2021
SELL
N/A
-32,593 Reduced 29.53%
77,771 $12 Million
Q1 2021

May 14, 2021
SELL
N/A
-9,938 Reduced 8.26%
110,364 $16.2 Million
Q4 2020

Feb 17, 2021
SELL
N/A
-26,369 Reduced 17.98%
120,302 $17 Million
Q3 2020

Nov 13, 2020
SELL
N/A
-17,761 Reduced 10.8%
146,671 $18.9 Million
Q2 2020

Aug 13, 2020
SELL
N/A
-57,815 Reduced 26.01%
164,432 $19.3 Million
Q1 2020

May 15, 2020
BUY
N/A
19,676 Added 9.71%
222,247 $23 Million
Q4 2019

Feb 14, 2020
BUY
N/A
6,677 Added 3.41%
202,571 $25.3 Million
Q3 2019

Nov 14, 2019
BUY
N/A
40,811 Added 26.32%
195,894 $23.4 Million
Q2 2019

Aug 13, 2019
BUY
N/A
33,364 Added 27.41%
155,083 $17.9 Million
Q1 2019

May 14, 2019
BUY
N/A
15,920 Added 15.05%
121,719 $13.3 Million
Q4 2018

Feb 14, 2019
BUY
N/A
761 Added 0.72%
105,799 $10.3 Million
Q3 2018

Nov 14, 2018
BUY
N/A
3,583 Added 3.53%
105,038 $11.6 Million
Q2 2018

Aug 14, 2018
BUY
N/A
1,943 Added 1.95%
101,455 $10.3 Million
Q1 2018

May 15, 2018
BUY
N/A
680 Added 0.69%
99,512 $10.1 Million
Q4 2017

Feb 13, 2018
BUY
N/A
636 Added 0.65%
98,832 $10.1 Million
Q3 2017

Nov 14, 2017
BUY
N/A
3,872 Added 4.1%
98,196 $9.31 Million
Q2 2017

Aug 14, 2017
BUY
N/A
94,324
94,324 $8.74 Million

Others Institutions Holding VIG

# of Institutions
2,267
Shares Held
198M
Call Options Held
552K
Put Options Held
347K
View Full List

About VANGUARD DIVIDEND APPRECIATION

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