United Capital Financial Advisers, LLC Vanguard S&P Small Cap 600 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 S&P Small Cap 600 ETF stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 2,315 shares of VIOO stock, worth $225,110. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,315
Previous 2,315 -0.0%
Holding current value
$225,110
Previous $250,000 2.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 12, 2024
SELL
$97.19 - $109.09 $5,442 - $6,109
-56 Reduced 2.36%
2,315 $250,000
Q2 2024

Aug 14, 2024
BUY
$93.69 - $101.79 $222,138 - $241,344
2,371 New
2,371 $232,000
Q3 2021

Nov 15, 2021
SELL
$96.01 - $104.32 $116,940 - $127,061
-1,218 Closed
0 $0
Q2 2021

Aug 13, 2021
BUY
$97.42 - $106.53 $118,657 - $129,753
1,218 New
1,218 $253,000
Q2 2020

Aug 13, 2020
SELL
$46.6 - $68.97 $102,380 - $151,527
-2,197 Closed
0 $0
Q1 2020

May 15, 2020
SELL
$44.79 - $77.71 $232,639 - $403,625
-5,194 Reduced 70.27%
2,197 $225,000
Q4 2019

Feb 14, 2020
SELL
$68.75 - $76.32 $3,437 - $3,815
-50 Reduced 0.67%
7,391 $1.13 Million
Q3 2019

Feb 14, 2020
BUY
$70.95 - $73.67 $527,938 - $548,178
7,441 New
7,441 $1.06 Million
Q3 2019

Nov 14, 2019
SELL
$70.95 - $73.67 $638,975 - $663,472
-9,006 Closed
0 $0
Q4 2018

Feb 14, 2019
SELL
N/A
-1,177 Reduced 11.56%
9,006 $1.13 Million
Q3 2018

Nov 14, 2018
BUY
N/A
969 Added 10.52%
10,183 $1.62 Million
Q2 2018

Aug 14, 2018
BUY
N/A
506 Added 5.81%
9,214 $1.4 Million
Q1 2018

May 15, 2018
BUY
N/A
270 Added 3.2%
8,708 $1.22 Million
Q4 2017

Feb 13, 2018
BUY
N/A
1,417 Added 20.18%
8,438 $1.18 Million
Q3 2017

Nov 14, 2017
BUY
N/A
523 Added 8.05%
7,021 $952,000
Q2 2017

Aug 14, 2017
BUY
N/A
6,498
6,498 $831,000

Others Institutions Holding VIOO

# of Institutions
364
Shares Held
14.6M
Call Options Held
0
Put Options Held
0
View Full List

About VANGUARD S&P SMALL CAP 600 ETF

VIOO Quotes by TradingView
  • Ticker VIOO
  • Sector ETFs
  • Industry ETFs
More about VIOO
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