United Capital Financial Advisers, LLC Vanguard Total World Stk Index Transaction History

United Capital Financial Advisers, LLC

  • $11.5 Billion
  • Q1 2025

A detailed history of United Capital Financial Advisers, LLC transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 86,167 shares of VT stock, worth $10.6 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
86,167
Previous 82,152 4.89%
Holding current value
$10.6 Million
Previous $9.65 Million 3.52%
% of portfolio
0.09%
Previous 0.08%

Shares

33 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025
BUY
$115.08 - $123.97 $462,046 - $497,739
4,015 Added 4.89%
86,167 $9.99 Million
Q4 2024

Feb 13, 2025
SELL
$117.09 - $123.07 $41,332 - $43,443
-353 Reduced 0.43%
82,152 $9.65 Million
Q3 2024

Nov 12, 2024
SELL
$107.72 - $119.96 $9,048 - $10,076
-84 Reduced 0.1%
82,505 $9.88 Million
Q2 2024

Aug 14, 2024
SELL
$104.94 - $113.51 $60,970 - $65,949
-581 Reduced 0.7%
82,589 $9.3 Million
Q1 2024

May 15, 2024
SELL
$100.68 - $110.5 $201,158 - $220,779
-1,998 Reduced 2.35%
83,170 $9.19 Million
Q4 2023

Feb 14, 2024
BUY
$88.97 - $103.1 $5.51 Million - $6.39 Million
61,960 Added 266.98%
85,168 $8.76 Million
Q3 2023

Nov 14, 2023
SELL
$92.79 - $100.59 $952,582 - $1.03 Million
-10,266 Reduced 30.67%
23,208 $2.16 Million
Q2 2023

Aug 14, 2023
SELL
$91.33 - $98.06 $950,836 - $1.02 Million
-10,411 Reduced 23.72%
33,474 $3.25 Million
Q1 2023

Aug 14, 2023
BUY
$86.24 - $94.55 $897,844 - $984,360
10,411 Added 31.1%
43,885 $4.04 Million
Q1 2023

May 15, 2023
SELL
$86.24 - $94.55 $2.86 Million - $3.13 Million
-33,133 Reduced 43.02%
43,885 $4.04 Million
Q4 2022

Feb 14, 2023
BUY
$78.67 - $91.07 $652,174 - $754,970
8,290 Added 12.06%
77,018 $6.64 Million
Q3 2022

Nov 14, 2022
BUY
$78.88 - $94.48 $51,981 - $62,262
659 Added 0.97%
68,728 $5.42 Million
Q2 2022

Aug 11, 2022
BUY
$83.88 - $102.77 $721,451 - $883,924
8,601 Added 14.46%
68,069 $5.81 Million
Q1 2022

May 16, 2022
SELL
$93.8 - $108.09 $264,609 - $304,921
-2,821 Reduced 4.53%
59,468 $6.02 Million
Q4 2021

Feb 14, 2022
BUY
$101.45 - $109.23 $302,321 - $325,505
2,980 Added 5.02%
62,289 $6.69 Million
Q3 2021

Nov 15, 2021
SELL
$101.52 - $107.65 $537,446 - $569,899
-5,294 Reduced 8.19%
59,309 $6.04 Million
Q2 2021

Aug 13, 2021
SELL
$98.57 - $104.51 $30,458 - $32,293
-309 Reduced 0.48%
64,603 $6.69 Million
Q1 2021

May 14, 2021
SELL
$92.05 - $98.71 $12,887 - $13,819
-140 Reduced 0.22%
64,912 $6.32 Million
Q4 2020

Feb 17, 2021
BUY
$78.99 - $92.58 $177,411 - $207,934
2,246 Added 3.58%
65,052 $6.02 Million
Q3 2020

Nov 13, 2020
SELL
$75.3 - $85.07 $300,974 - $340,024
-3,997 Reduced 5.98%
62,806 $5.07 Million
Q2 2020

Aug 13, 2020
SELL
$60.03 - $78.43 $175,347 - $229,094
-2,921 Reduced 4.19%
66,803 $5 Million
Q1 2020

May 15, 2020
SELL
$54.48 - $83.17 $734,226 - $1.12 Million
-13,477 Reduced 16.2%
69,724 $4.38 Million
Q4 2019

Feb 14, 2020
BUY
$72.8 - $81.27 $1.13 Million - $1.26 Million
15,550 Added 22.99%
83,201 $6.74 Million
Q3 2019

Nov 14, 2019
BUY
$74.55 - $76.17 $1.1 Million - $1.13 Million
14,800 Added 28.0%
67,651 $5.06 Million
Q2 2019

Aug 13, 2019
BUY
N/A
38,913 Added 279.19%
52,851 $3.97 Million
Q1 2019

May 14, 2019
SELL
N/A
-3,729 Reduced 21.11%
13,938 $1.02 Million
Q4 2018

Feb 14, 2019
BUY
N/A
4,040 Added 29.65%
17,667 $1.16 Million
Q3 2018

Nov 14, 2018
SELL
N/A
-2,520 Reduced 15.61%
13,627 $1.03 Million
Q2 2018

Aug 14, 2018
SELL
N/A
-3,572 Reduced 18.11%
16,147 $1.19 Million
Q1 2018

May 15, 2018
BUY
N/A
10,712 Added 118.93%
19,719 $1.45 Million
Q4 2017

Feb 13, 2018
BUY
N/A
824 Added 10.07%
9,007 $669,000
Q3 2017

Nov 14, 2017
BUY
N/A
1,286 Added 18.65%
8,183 $579,000
Q2 2017

Aug 14, 2017
BUY
N/A
6,897
6,897 $466,000

Others Institutions Holding VT

# of Institutions
1,107
Shares Held
110M
Call Options Held
337K
Put Options Held
118K
View Full List

About VANGUARD TOTAL WORLD STK INDEX

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