United Capital Financial Advisers, LLC Vanguard S&P 500 Value ETF Transaction History

United Capital Financial Advisers, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 14, 2023	SELL	$148.69 - $161.15 $114,491 - $124,085	-770 Reduced 10.75%	6,396 $951,000
Q2 2023 Aug 14, 2023	SELL	$144.66 - $155.93 $13,742 - $14,813	-95 Reduced 1.31%	7,166 $1.12 Million
Q1 2023 Aug 14, 2023	BUY	$139.24 - $154.09 $13,227 - $14,638	95 Added 1.33%	7,261 $1.07 Million
Q1 2023 May 15, 2023	SELL	$139.24 - $154.09 $16,848 - $18,644	-121 Reduced 1.64%	7,261 $1.07 Million
Q4 2022 Feb 14, 2023	BUY	$125.37 - $146.73 $925,481 - $1.08 Million	7,382 New	7,382 $1.03 Million

351

12.3M

600

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