United Capital Financial Advisers, LLC Vanguard Industrial ETF Transaction History

United Capital Financial Advisers, LLC

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 14, 2023	BUY	$176.01 - $191.74 $221,772 - $241,592	1,260 New	1,260 $230,000
Q2 2022 Aug 11, 2022	SELL	N/A	-1,151 Closed	0 $0
Q1 2022 May 16, 2022	BUY	N/A	1 Added 0.09%	1,151 $224,000
Q4 2021 Feb 14, 2022	BUY	N/A	51 Added 4.64%	1,150 $233,000
Q2 2021 Aug 13, 2021	SELL	N/A	-10 Reduced 0.9%	1,099 $216,000

Q1 2021 May 14, 2021	SELL	N/A	-137 Reduced 11.0%	1,109 $210,000
Q4 2020 Feb 17, 2021	BUY	N/A	1,246 New	1,246 $212,000
Q1 2020 May 15, 2020	SELL	N/A	-1,773 Closed	0 $0
Q4 2019 Feb 14, 2020	BUY	N/A	1,773 New	1,773 $273,000
Q3 2019 Nov 14, 2019	SELL	N/A	-1,601 Closed	0 $0
Q2 2019 Aug 13, 2019	SELL	N/A	-164 Reduced 9.29%	1,601 $233,000
Q1 2019 May 14, 2019	BUY	N/A	72 Added 4.25%	1,765 $245,000
Q4 2018 Feb 14, 2019	SELL	N/A	-109 Reduced 6.05%	1,693 $202,000
Q3 2018 Nov 14, 2018	SELL	N/A	-9 Reduced 0.5%	1,802 $266,000
Q2 2018 Aug 14, 2018	SELL	N/A	-287 Reduced 13.68%	1,811 $246,000
Q1 2018 May 15, 2018	SELL	N/A	-211 Reduced 9.14%	2,098 $292,000
Q4 2017 Feb 13, 2018	BUY	N/A	317 Added 15.91%	2,309 $329,000
Q3 2017 Nov 14, 2017	SELL	N/A	-568 Reduced 22.19%	1,992 $267,000
Q2 2017 Aug 14, 2017	BUY	N/A	2,560	2,560 $329,000

477

12.1M

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