United Capital Financial Advisers, LLC Vanguard Mid Cap ETF Transaction History

United Capital Financial Advisers, LLC

$19.9 Billion
Q3 2024

A detailed history of United Capital Financial Advisers, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 22,644 shares of VO stock, worth $6.04 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

22,644

Previous 22,629 0.07%

Holding current value

$6.04 Million

Previous $5.48 Million 9.05%

% of portfolio

0.03%

Previous 0.05%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$237.84 - $263.83 $3,567 - $3,957	15 Added 0.07%	22,644 $5.97 Million
Q2 2024 Aug 14, 2024	SELL	$234.99 - $248.98 $74,256 - $78,677	-316 Reduced 1.38%	22,629 $5.48 Million
Q1 2024 May 15, 2024	SELL	$225.86 - $249.86 $129,643 - $143,419	-574 Reduced 2.44%	22,945 $5.73 Million
Q4 2023 Feb 14, 2024	SELL	$195.66 - $233.95 $1.73 Million - $2.07 Million	-8,830 Reduced 27.3%	23,519 $5.47 Million
Q3 2023 Nov 14, 2023	SELL	$206.6 - $228.23 $2.21 Million - $2.44 Million	-10,675 Reduced 24.81%	32,349 $6.74 Million
Q2 2023 Aug 14, 2023	SELL	$203.43 - $220.16 $344,000 - $372,290	-1,691 Reduced 3.78%	43,024 $9.47 Million
Q1 2023 Aug 14, 2023	BUY	$200.2 - $225.98 $338,538 - $382,132	1,691 Added 3.93%	44,715 $9.43 Million
Q1 2023 May 15, 2023	SELL	$200.2 - $225.98 $488,488 - $551,391	-2,440 Reduced 5.17%	44,715 $9.43 Million
Q4 2022 Feb 14, 2023	SELL	$186.57 - $217.26 $1.54 Million - $1.8 Million	-8,272 Reduced 14.92%	47,155 $9.61 Million
Q3 2022 Nov 14, 2022	SELL	$187.98 - $227.42 $282,157 - $341,357	-1,501 Reduced 2.64%	55,427 $10.4 Million
Q2 2022 Aug 11, 2022	SELL	$190.36 - $240.41 $574,506 - $725,557	-3,018 Reduced 5.03%	56,928 $11.2 Million
Q1 2022 May 16, 2022	BUY	$219.86 - $253.39 $705,530 - $813,128	3,209 Added 5.66%	59,946 $14.3 Million
Q4 2021 Feb 14, 2022	BUY	$236.98 - $261.2 $72,515 - $79,927	306 Added 0.54%	56,737 $14.5 Million
Q3 2021 Nov 15, 2021	SELL	$229.88 - $249.8 $545,735 - $593,025	-2,374 Reduced 4.04%	56,431 $13.4 Million
Q2 2021 Aug 13, 2021	BUY	$223.23 - $238.25 $45,985 - $49,079	206 Added 0.35%	58,805 $14 Million
Q1 2021 May 14, 2021	SELL	$203.74 - $225.89 $310,907 - $344,708	-1,526 Reduced 2.54%	58,599 $13 Million
Q4 2020 Feb 17, 2021	SELL	$176.14 - $208.21 $200,271 - $236,734	-1,137 Reduced 1.86%	60,125 $12.4 Million
Q3 2020 Nov 13, 2020	SELL	$164.39 - $185.0 $146,800 - $165,205	-893 Reduced 1.44%	61,262 $10.8 Million
Q2 2020 Aug 13, 2020	SELL	$124.34 - $175.42 $343,178 - $484,159	-2,760 Reduced 4.25%	62,155 $10.2 Million
Q1 2020 May 15, 2020	BUY	$112.37 - $186.27 $367,562 - $609,289	3,271 Added 5.31%	64,915 $8.55 Million
Q4 2019 Feb 14, 2020	SELL	$162.13 - $178.73 $110,734 - $122,072	-683 Reduced 1.1%	61,644 $11 Million
Q3 2019 Nov 14, 2019	SELL	$166.82 - $169.81 $98,423 - $100,187	-590 Reduced 0.94%	62,327 $10.4 Million
Q2 2019 Aug 13, 2019	SELL	N/A	-775 Reduced 1.22%	62,917 $10.5 Million
Q1 2019 May 14, 2019	BUY	N/A	9,384 Added 17.28%	63,692 $10.2 Million
Q4 2018 Feb 14, 2019	SELL	N/A	-224 Reduced 0.41%	54,308 $7.5 Million
Q3 2018 Nov 14, 2018	SELL	N/A	-3,378 Reduced 5.83%	54,532 $8.95 Million
Q2 2018 Aug 14, 2018	SELL	N/A	-984 Reduced 1.67%	57,910 $9.13 Million
Q1 2018 May 15, 2018	BUY	N/A	8,474 Added 16.81%	58,894 $9.08 Million
Q4 2017 Feb 13, 2018	SELL	N/A	-1,668 Reduced 3.2%	50,420 $7.8 Million
Q3 2017 Nov 14, 2017	SELL	N/A	-3,102 Reduced 5.62%	52,088 $7.66 Million
Q2 2017 Aug 14, 2017	BUY	N/A	55,190	55,190 $7.87 Million

Others Institutions Holding VO

# of Institutions

2,092

Shares Held

173M

Call Options Held

57K

Put Options Held

93.7K

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About VANGUARD MID-CAP ETF

Ticker VO
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United Capital Financial Advisers, LLC Vanguard Mid Cap ETF Transaction History