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

United Capital Financial Advisers, LLC

$19.9 Billion
Q3 2024

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

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# of Institutions

364

Shares Held

17.7M

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