United Capital Financial Advisers, LLC Vanguard Star Fd Vanguard Tota Transaction History

United Capital Financial Advisers, LLC

$11.7 Billion
Q4 2024

A detailed history of United Capital Financial Advisers, LLC transactions in Vanguard Star Fd Vanguard Tota stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 4,229 shares of VXUS stock, worth $264,354. This represents 0.0% of its overall portfolio holdings.

Number of Shares

4,229

Previous 4,219 0.24%

Holding current value

$264,354

Previous $273,000 8.79%

% of portfolio

0.0%

Previous 0.0%

32 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$58.88 - $64.8 $588 - $648	10 Added 0.24%	4,229 $249,000
Q3 2024 Nov 12, 2024	BUY	$58.03 - $65.37 $116 - $130	2 Added 0.05%	4,219 $273,000
Q2 2024 Aug 14, 2024	SELL	$57.86 - $62.21 $117,745 - $126,597	-2,035 Reduced 32.55%	4,217 $254,000
Q1 2024 May 15, 2024	SELL	$55.74 - $60.35 $41,749 - $45,202	-749 Reduced 10.7%	6,252 $376,000
Q4 2023 Feb 14, 2024	SELL	$51.06 - $57.96 $1.32 Million - $1.49 Million	-25,791 Reduced 78.65%	7,001 $405,000
Q3 2023 Nov 14, 2023	SELL	$53.3 - $58.26 $199,928 - $218,533	-3,751 Reduced 10.26%	32,792 $1.76 Million
Q2 2023 Aug 14, 2023	SELL	$54.28 - $57.76 $332,139 - $353,433	-6,119 Reduced 14.34%	36,543 $2.05 Million
Q1 2023 Aug 14, 2023	BUY	$52.07 - $56.74 $318,616 - $347,192	6,119 Added 16.74%	42,662 $2.36 Million
Q1 2023 May 15, 2023	SELL	$52.07 - $56.74 $316,637 - $345,035	-6,081 Reduced 12.48%	42,662 $2.36 Million
Q4 2022 Feb 14, 2023	BUY	$45.45 - $53.83 $63,584 - $75,308	1,399 Added 2.95%	48,743 $2.52 Million
Q3 2022 Nov 14, 2022	SELL	$45.75 - $54.53 $1.28 Million - $1.53 Million	-27,983 Reduced 37.15%	47,344 $2.17 Million
Q2 2022 Aug 11, 2022	BUY	$51.07 - $60.88 $550,381 - $656,103	10,777 Added 16.7%	75,327 $3.89 Million
Q1 2022 May 16, 2022	BUY	$55.42 - $64.7 $178,230 - $208,075	3,216 Added 5.24%	64,550 $3.86 Million
Q4 2021 Feb 14, 2022	BUY	$61.51 - $66.09 $521,543 - $560,377	8,479 Added 16.04%	61,334 $3.9 Million
Q3 2021 Nov 15, 2021	SELL	$63.26 - $67.0 $199,015 - $210,782	-3,146 Reduced 5.62%	52,855 $3.34 Million
Q2 2021 Aug 13, 2021	SELL	$63.55 - $67.5 $8.79 Million - $9.33 Million	-138,270 Reduced 71.17%	56,001 $3.68 Million
Q1 2021 May 14, 2021	BUY	$60.31 - $64.68 $414,812 - $444,869	6,878 Added 3.67%	194,271 $12.2 Million
Q4 2020 Feb 17, 2021	BUY	$50.97 - $60.55 $386,556 - $459,211	7,584 Added 4.22%	187,393 $11.3 Million
Q3 2020 Nov 13, 2020	SELL	$49.42 - $54.25 $1.57 Million - $1.73 Million	-31,836 Reduced 15.04%	179,809 $9.38 Million
Q2 2020 Aug 13, 2020	SELL	$40.36 - $51.42 $391,492 - $498,774	-9,700 Reduced 4.38%	211,645 $10.4 Million
Q1 2020 May 15, 2020	SELL	$36.75 - $56.64 $1.55 Million - $2.38 Million	-42,047 Reduced 15.96%	221,345 $9.29 Million
Q4 2019 Feb 14, 2020	SELL	$50.39 - $55.96 $328,492 - $364,803	-6,519 Reduced 2.42%	263,392 $14.7 Million
Q3 2019 Nov 14, 2019	SELL	$51.46 - $52.73 $575,014 - $589,205	-11,174 Reduced 3.98%	269,911 $13.9 Million
Q2 2019 Aug 13, 2019	BUY	N/A	3,619 Added 1.3%	281,085 $14.8 Million
Q1 2019 May 14, 2019	SELL	N/A	-63,633 Reduced 18.66%	277,466 $14.4 Million
Q4 2018 Feb 14, 2019	SELL	N/A	-38,618 Reduced 10.17%	341,099 $16.1 Million
Q3 2018 Nov 14, 2018	BUY	N/A	9,319 Added 2.52%	379,717 $20.5 Million
Q2 2018 Aug 14, 2018	BUY	N/A	55,514 Added 17.63%	370,398 $20 Million
Q1 2018 May 15, 2018	SELL	N/A	-9,544 Reduced 2.94%	314,884 $17.8 Million
Q4 2017 Feb 13, 2018	SELL	N/A	-5,977 Reduced 1.81%	324,428 $18.4 Million
Q3 2017 Nov 14, 2017	BUY	N/A	7,768 Added 2.41%	330,405 $18.1 Million
Q2 2017 Aug 14, 2017	BUY	N/A	322,637	322,637 $16.8 Million

Others Institutions Holding VXUS

# of Institutions

1,383

Shares Held

321M

Call Options Held

56.5K

Put Options Held

84.1K

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United Capital Financial Advisers, LLC Vanguard Star Fd Vanguard Tota Transaction History