United Capital Financial Advisers, LLC Vanguard World Fd Esg Intl Stk Transaction History

United Capital Financial Advisers, LLC

  • $12.1 Billion
  • Q2 2025

A detailed history of United Capital Financial Advisers, LLC transactions in Vanguard World Fd Esg Intl Stk stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 5,072 shares of VSGX stock, worth $353,924. This represents 0.0% of its overall portfolio holdings.

Number of Shares
5,072
Holding current value
$353,924
% of portfolio
0.0%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 11, 2025
BUY
$52.84 - $65.52 $268,004 - $332,317
5,072 New
5,072 $332,000
Q4 2024

Feb 13, 2025
BUY
$56.61 - $61.63 $358,058 - $389,809
6,325 New
6,325 $358,000
Q2 2024

Aug 14, 2024
SELL
$54.72 - $58.75 $43,447 - $46,647
-794 Reduced 17.33%
3,788 $216,000
Q1 2024

May 15, 2024
SELL
$53.19 - $57.84 $4,521 - $4,916
-85 Reduced 1.82%
4,582 $263,000
Q4 2023

Feb 14, 2024
SELL
$48.05 - $55.28 $1,729 - $1,990
-36 Reduced 0.77%
4,667 $257,000
Q3 2023

Nov 14, 2023
SELL
$50.23 - $55.2 $89,961 - $98,863
-1,791 Reduced 27.58%
4,703 $237,000
Q2 2023

Aug 14, 2023
SELL
$51.68 - $54.7 $572,304 - $605,747
-11,074 Reduced 63.04%
6,494 $344,000
Q1 2023

Aug 14, 2023
BUY
$49.49 - $54.07 $548,052 - $598,771
11,074 Added 170.53%
17,568 $919,000
Q1 2023

May 15, 2023
BUY
$49.49 - $54.07 $14,055 - $15,355
284 Added 1.64%
17,568 $919,000
Q4 2022

Feb 14, 2023
SELL
$43.1 - $51.11 $28,704 - $34,039
-666 Reduced 3.71%
17,284 $850,000
Q3 2022

Nov 14, 2022
BUY
$43.44 - $51.83 $51,085 - $60,952
1,176 Added 7.01%
17,950 $780,000
Q2 2022

Aug 11, 2022
BUY
$48.34 - $58.27 $8,701 - $10,488
180 Added 1.08%
16,774 $823,000
Q1 2022

May 16, 2022
BUY
$53.11 - $62.8 $45,674 - $54,008
860 Added 5.47%
16,594 $949,000
Q4 2021

Feb 14, 2022
SELL
$60.05 - $64.51 $42,575 - $45,737
-709 Reduced 4.31%
15,734 $976,000
Q3 2021

Nov 15, 2021
BUY
$61.73 - $65.61 $147,781 - $157,070
2,394 Added 17.04%
16,443 $1.02 Million
Q2 2021

Aug 13, 2021
BUY
$61.69 - $65.78 $5,058 - $5,393
82 Added 0.59%
14,049 $901,000
Q1 2021

May 14, 2021
BUY
$59.52 - $63.83 $103,267 - $110,745
1,735 Added 14.18%
13,967 $857,000
Q4 2020

Feb 17, 2021
BUY
$50.72 - $59.51 $68,573 - $80,457
1,352 Added 12.43%
12,232 $725,000
Q3 2020

Nov 13, 2020
BUY
$48.36 - $53.16 $56,968 - $62,622
1,178 Added 12.14%
10,880 $561,000
Q2 2020

Aug 13, 2020
BUY
$39.4 - $50.07 $35,735 - $45,413
907 Added 10.31%
9,702 $467,000
Q1 2020

May 15, 2020
BUY
$36.37 - $54.44 $45,389 - $67,941
1,248 Added 16.54%
8,795 $362,000
Q4 2019

Feb 14, 2020
BUY
$48.03 - $53.57 $131,746 - $146,942
2,743 Added 57.1%
7,547 $403,000
Q3 2019

Feb 14, 2020
BUY
$49.13 - $50.3 $236,020 - $241,641
4,804 New
4,804 $237,000

Others Institutions Holding VSGX

# of Institutions
424
Shares Held
21.3M
Call Options Held
0
Put Options Held
0
View Full List

About VANGUARD WORLD FD ESG INTL STK

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