United Capital Financial Advisers, LLC Vanguard Mortg Backed Sec ETF Transaction History

United Capital Financial Advisers, LLC

  • $19.9 Billion
  • Q3 2024

Shares

26 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 14, 2023
SELL
$45.49 - $47.04 $169,359 - $175,129
-3,723 Reduced 45.09%
4,534 $208,000
Q1 2023

Aug 14, 2023
BUY
$45.14 - $47.41 $168,056 - $176,507
3,723 Added 82.11%
8,257 $384,000
Q1 2023

May 15, 2023
SELL
$45.14 - $47.41 $155,868 - $163,706
-3,453 Reduced 29.49%
8,257 $384,000
Q4 2022

Feb 14, 2023
SELL
$43.58 - $46.9 $19.2 Million - $20.6 Million
-439,789 Reduced 97.41%
11,710 $533,000
Q3 2022

Nov 14, 2022
SELL
$44.41 - $49.27 $3.17 Million - $3.52 Million
-71,452 Reduced 13.66%
451,499 $20.4 Million
Q2 2022

Aug 11, 2022
SELL
$46.23 - $49.83 $2.59 Million - $2.79 Million
-55,988 Reduced 9.67%
522,951 $25 Million
Q1 2022

May 16, 2022
BUY
$49.53 - $52.66 $132,195 - $140,549
2,669 Added 0.46%
578,939 $29 Million
Q4 2021

Feb 14, 2022
BUY
$52.71 - $53.35 $5.66 Million - $5.73 Million
107,451 Added 22.92%
576,270 $30.5 Million
Q3 2021

Nov 15, 2021
BUY
$53.19 - $53.64 $5.71 Million - $5.75 Million
107,274 Added 29.67%
468,819 $25 Million
Q2 2021

Aug 13, 2021
BUY
$53.21 - $53.69 $6.41 Million - $6.46 Million
120,391 Added 49.92%
361,545 $19.3 Million
Q1 2021

May 14, 2021
BUY
$53.31 - $54.16 $5.65 Million - $5.74 Million
106,019 Added 78.45%
241,154 $12.9 Million
Q4 2020

Feb 17, 2021
BUY
$53.96 - $54.25 $3.46 Million - $3.48 Million
64,145 Added 90.36%
135,135 $7.31 Million
Q3 2020

Nov 13, 2020
BUY
$54.16 - $54.5 $3.14 Million - $3.16 Million
57,985 Added 445.87%
70,990 $3.85 Million
Q2 2020

Aug 13, 2020
SELL
$54.11 - $54.66 $44,370 - $44,821
-820 Reduced 5.93%
13,005 $707,000
Q1 2020

May 15, 2020
SELL
$51.4 - $54.6 $3.89 Million - $4.14 Million
-75,747 Reduced 84.57%
13,825 $753,000
Q4 2019

Feb 14, 2020
BUY
$53.04 - $53.35 $27,209 - $27,368
513 Added 0.58%
89,572 $4.76 Million
Q3 2019

Nov 14, 2019
SELL
$52.96 - $53.26 $1.54 Million - $1.55 Million
-29,137 Reduced 24.65%
89,059 $4.74 Million
Q2 2019

Aug 13, 2019
SELL
N/A
-3,267 Reduced 2.69%
118,196 $6.24 Million
Q1 2019

May 14, 2019
BUY
N/A
19,049 Added 18.6%
121,463 $6.36 Million
Q4 2018

Feb 14, 2019
SELL
N/A
-573,427 Reduced 84.85%
102,414 $5.27 Million
Q3 2018

Nov 14, 2018
BUY
N/A
3,722 Added 0.55%
675,841 $34.5 Million
Q2 2018

Aug 14, 2018
BUY
N/A
5,533 Added 0.83%
672,119 $34.6 Million
Q1 2018

May 15, 2018
BUY
N/A
54,645 Added 8.93%
666,586 $34.4 Million
Q4 2017

Feb 13, 2018
BUY
N/A
23,314 Added 3.96%
611,941 $32.1 Million
Q3 2017

Nov 14, 2017
BUY
N/A
24,157 Added 4.28%
588,627 $31.1 Million
Q2 2017

Aug 14, 2017
BUY
N/A
564,470
564,470 $29.7 Million

Others Institutions Holding VMBS

# of Institutions
629
Shares Held
342M
Call Options Held
900
Put Options Held
80.3K
View Full List

About VANGUARD MORTG-BACKED SEC ETF

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