United Capital Financial Advisers, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History

United Capital Financial Advisers, LLC

$19.9 Billion
Q3 2024

A detailed history of United Capital Financial Advisers, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 16,724 shares of VTEB stock, worth $838,374. This represents 0.0% of its overall portfolio holdings.

Number of Shares

16,724

Previous 17,360 3.66%

Holding current value

$838,374

Previous $869,000 1.73%

% of portfolio

0.0%

Previous 0.01%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$49.93 - $51.15 $31,755 - $32,531	-636 Reduced 3.66%	16,724 $854,000
Q2 2024 Aug 14, 2024	BUY	$49.55 - $50.44 $48,608 - $49,481	981 Added 5.99%	17,360 $869,000
Q1 2024 May 15, 2024	SELL	$50.36 - $51.06 $1.33 Million - $1.35 Million	-26,386 Reduced 61.7%	16,379 $828,000
Q4 2023 Feb 14, 2024	BUY	$47.36 - $51.14 $1.49 Million - $1.61 Million	31,390 Added 275.96%	42,765 $2.18 Million
Q3 2023 Nov 14, 2023	SELL	$48.03 - $50.5 $591,921 - $622,362	-12,324 Reduced 52.0%	11,375 $547,000
Q2 2023 Aug 14, 2023	SELL	$49.5 - $51.06 $946,539 - $976,369	-19,122 Reduced 44.66%	23,699 $1.19 Million
Q1 2023 Aug 14, 2023	BUY	$49.32 - $51.02 $943,097 - $975,604	19,122 Added 80.69%	42,821 $2.17 Million
Q1 2023 May 15, 2023	SELL	$49.32 - $51.02 $6.64 Million - $6.87 Million	-134,574 Reduced 75.86%	42,821 $2.17 Million
Q4 2022 Feb 14, 2023	BUY	$47.5 - $50.06 $2.73 Million - $2.88 Million	57,482 Added 47.94%	177,395 $8.78 Million
Q3 2022 Nov 14, 2022	BUY	$48.11 - $51.14 $1.16 Million - $1.23 Million	24,088 Added 25.14%	119,913 $5.77 Million
Q2 2022 Aug 11, 2022	BUY	$49.13 - $51.51 $258,129 - $270,633	5,254 Added 5.8%	95,825 $4.78 Million
Q1 2022 May 16, 2022	BUY	$51.44 - $54.88 $495,315 - $528,439	9,629 Added 11.9%	90,571 $4.67 Million
Q4 2021 Feb 14, 2022	BUY	$54.5 - $55.03 $162,846 - $164,429	2,988 Added 3.83%	80,942 $4.45 Million
Q3 2021 Nov 15, 2021	BUY	$54.77 - $55.59 $1.69 Million - $1.71 Million	30,822 Added 65.4%	77,954 $4.27 Million
Q2 2021 Aug 13, 2021	BUY	$54.58 - $55.46 $789,990 - $802,728	14,474 Added 44.32%	47,132 $2.61 Million
Q1 2021 May 14, 2021	BUY	$54.36 - $55.51 $472,986 - $482,992	8,701 Added 36.32%	32,658 $1.78 Million
Q4 2020 Feb 17, 2021	BUY	$54.06 - $55.19 $37,950 - $38,743	702 Added 3.02%	23,957 $1.32 Million
Q3 2020 Nov 13, 2020	SELL	$54.07 - $55.05 $274,945 - $279,929	-5,085 Reduced 17.94%	23,255 $1.27 Million
Q2 2020 Aug 13, 2020	BUY	$51.64 - $54.14 $343,870 - $360,518	6,659 Added 30.71%	28,340 $1.53 Million
Q1 2020 May 15, 2020	BUY	$45.81 - $55.19 $269,591 - $324,793	5,885 Added 37.26%	21,681 $1.15 Million
Q4 2019 Feb 14, 2020	BUY	$53.19 - $53.86 $36,594 - $37,055	688 Added 4.55%	15,796 $846,000
Q3 2019 Nov 14, 2019	SELL	$53.22 - $53.72 $121,022 - $122,159	-2,274 Reduced 13.08%	15,108 $810,000
Q2 2019 Aug 13, 2019	SELL	N/A	-16,159 Reduced 48.18%	17,382 $922,000
Q1 2019 May 14, 2019	SELL	N/A	-39,096 Reduced 53.82%	33,541 $1.75 Million
Q4 2018 Feb 14, 2019	SELL	N/A	-754 Reduced 1.03%	72,637 $3.71 Million
Q3 2018 Nov 14, 2018	BUY	N/A	4,060 Added 5.86%	73,391 $3.71 Million
Q2 2018 Aug 14, 2018	SELL	N/A	-1,406 Reduced 1.99%	69,331 $3.53 Million
Q1 2018 May 15, 2018	BUY	N/A	55,412 Added 361.58%	70,737 $3.6 Million
Q4 2017 Feb 13, 2018	BUY	N/A	5,006 Added 48.51%	15,325 $792,000
Q3 2017 Nov 14, 2017	BUY	N/A	10,319	10,319 $533,000

Others Institutions Holding VTEB

# of Institutions

1,212

Shares Held

515M

Call Options Held

39.6K

Put Options Held

85.7K

View Full List

About VANGUARD MUN BD FDS TAX-EXEMPT

Ticker VTEB
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United Capital Financial Advisers, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History