United Capital Financial Advisers, LLC Vanguard Russell 2000 Growth E Transaction History

United Capital Financial Advisers, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 14, 2023	BUY	$149.67 - $168.24 $18,708 - $21,030	125 Added 4.63%	2,826 $440,000
Q3 2022 Nov 14, 2022	SELL	$147.99 - $180.8 $4,291 - $5,243	-29 Reduced 1.06%	2,701 $406,000
Q2 2022 Aug 11, 2022	BUY	$141.31 - $189.79 $29,533 - $39,666	209 Added 8.29%	2,730 $410,000
Q1 2022 May 16, 2022	BUY	$170.03 - $215.79 $5,951 - $7,552	35 Added 1.41%	2,521 $469,000
Q4 2021 Feb 14, 2022	SELL	$203.6 - $238.24 $25,450 - $29,780	-125 Reduced 4.79%	2,486 $530,000
Q3 2020 Nov 13, 2020	BUY	$148.17 - $168.13 $49,044 - $55,651	331 Added 14.52%	2,611 $421,000
Q2 2020 Aug 13, 2020	BUY	$106.07 - $155.05 $241,839 - $353,514	2,280 New	2,280 $343,000

159

2.45M

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