United Capital Financial Advisers, LLC Vanguard Dividend Appreciation Transaction History

United Capital Financial Advisers, LLC

$12.1 Billion
Q2 2025

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 56,686 shares of VIG stock, worth $10.3 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

56,686

Previous 57,137 0.79%

Holding current value

$10.3 Million

Previous $10.4 Million 0.79%

% of portfolio

0.09%

Previous 0.09%

34 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 11, 2025	SELL	N/A	-451 Reduced 0.79%	56,686 $10.3 Million
Q1 2025 May 13, 2025	BUY	N/A	1,063 Added 1.9%	57,137 $10.4 Million
Q4 2024 Feb 13, 2025	SELL	N/A	-3,193 Reduced 5.39%	56,074 $10.2 Million
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

2,570

Shares Held

257M

Call Options Held

407K

Put Options Held

139K

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United Capital Financial Advisers, LLC Vanguard Dividend Appreciation Transaction History