United Capital Financial Advisers, LLC Vanguard Mid Cap Value Index F Transaction History

United Capital Financial Advisers, LLC

  • $11.7 Billion
  • Q4 2024

A detailed history of United Capital Financial Advisers, LLC transactions in Vanguard Mid Cap Value Index F stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 4,037 shares of VOE stock, worth $673,936. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,037
Previous 4,042 0.12%
Holding current value
$673,936
Previous $677,000 3.55%
% of portfolio
0.01%
Previous 0.0%

Shares

31 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
SELL
$160.89 - $176.18 $804 - $880
-5 Reduced 0.12%
4,037 $653,000
Q2 2024

Aug 14, 2024
SELL
$146.82 - $155.77 $186,608 - $197,983
-1,271 Reduced 23.92%
4,042 $608,000
Q1 2024

May 15, 2024
SELL
$141.07 - $155.91 $264,224 - $292,019
-1,873 Reduced 26.06%
5,313 $828,000
Q4 2023

Feb 14, 2024
SELL
$124.27 - $145.8 $2.89 Million - $3.39 Million
-23,268 Reduced 76.4%
7,186 $1.04 Million
Q3 2023

Nov 14, 2023
SELL
$130.77 - $144.24 $504,902 - $556,910
-3,861 Reduced 11.25%
30,454 $3.99 Million
Q2 2023

Aug 14, 2023
SELL
$127.92 - $138.38 $61,657 - $66,699
-482 Reduced 1.39%
34,315 $4.75 Million
Q1 2023

Aug 14, 2023
BUY
$126.74 - $147.12 $6,590 - $7,650
52 Added 0.15%
34,367 $4.61 Million
Q1 2023

May 15, 2023
SELL
$126.74 - $147.12 $385,416 - $447,391
-3,041 Reduced 8.04%
34,797 $4.67 Million
Q4 2022

Feb 14, 2023
BUY
$122.51 - $142.75 $149,952 - $174,726
1,224 Added 3.34%
37,838 $5.12 Million
Q3 2022

Nov 14, 2022
SELL
$121.77 - $145.8 $230,267 - $275,707
-1,891 Reduced 4.91%
36,614 $4.46 Million
Q2 2022

Aug 11, 2022
BUY
$126.2 - $153.17 $2.06 Million - $2.5 Million
16,305 Added 73.45%
38,505 $4.99 Million
Q1 2022

May 16, 2022
SELL
$140.72 - $152.6 $77,114 - $83,624
-548 Reduced 2.41%
22,200 $3.32 Million
Q4 2021

Feb 14, 2022
BUY
$140.47 - $150.69 $23,037 - $24,713
164 Added 0.73%
22,748 $3.42 Million
Q3 2021

Nov 15, 2021
BUY
$135.17 - $146.62 $59,339 - $64,366
439 Added 1.98%
22,584 $3.15 Million
Q2 2021

Aug 13, 2021
BUY
$136.19 - $145.71 $214,499 - $229,493
1,575 Added 7.66%
22,145 $3.11 Million
Q1 2021

May 14, 2021
BUY
$116.81 - $138.13 $173,346 - $204,984
1,484 Added 7.78%
20,570 $2.77 Million
Q4 2020

Feb 17, 2021
BUY
$100.82 - $119.56 $310,727 - $368,483
3,082 Added 19.26%
19,086 $2.27 Million
Q3 2020

Nov 13, 2020
BUY
$93.59 - $106.12 $19,747 - $22,391
211 Added 1.34%
16,004 $1.62 Million
Q2 2020

Aug 13, 2020
SELL
$75.66 - $107.24 $1,664 - $2,359
-22 Reduced 0.14%
15,793 $1.51 Million
Q1 2020

May 15, 2020
SELL
$68.69 - $121.9 $228,394 - $405,317
-3,325 Reduced 17.37%
15,815 $1.29 Million
Q4 2019

Feb 14, 2020
SELL
$108.67 - $119.8 $149,529 - $164,844
-1,376 Reduced 6.71%
19,140 $2.28 Million
Q3 2019

Nov 14, 2019
BUY
$112.16 - $114.13 $186,522 - $189,798
1,663 Added 8.82%
20,516 $2.32 Million
Q2 2019

Aug 13, 2019
BUY
N/A
1,191 Added 6.74%
18,853 $2.1 Million
Q1 2019

May 14, 2019
BUY
N/A
1,478 Added 9.13%
17,662 $1.9 Million
Q4 2018

Feb 14, 2019
SELL
N/A
-17 Reduced 0.1%
16,184 $1.54 Million
Q3 2018

Nov 14, 2018
BUY
N/A
607 Added 3.89%
16,201 $1.83 Million
Q2 2018

Aug 14, 2018
SELL
N/A
-554 Reduced 3.43%
15,594 $1.72 Million
Q1 2018

May 15, 2018
SELL
N/A
-219 Reduced 1.34%
16,148 $1.77 Million
Q4 2017

Feb 13, 2018
BUY
N/A
2,799 Added 20.63%
16,367 $1.84 Million
Q3 2017

Nov 14, 2017
BUY
N/A
885 Added 6.98%
13,568 $1.43 Million
Q2 2017

Aug 14, 2017
BUY
N/A
12,683
12,683 $1.31 Million

Others Institutions Holding VOE

# of Institutions
1,188
Shares Held
71.8M
Call Options Held
25.6K
Put Options Held
1.6K
View Full List

About VANGUARD MID-CAP VALUE INDEX F

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