UNITED CAPITAL FINANCIAL ADVISERS, LLC – Vanguard Short-Term Bond Index Fund Transaction History
UNITED CAPITAL FINANCIAL ADVISERS, LLC portfolio value:
$728.74M
portfolio value
UNITED CAPITAL FINANCIAL ADVISERS, LLC quarter portfolio value change:
-2.57%
quarter
Vanguard Short-Term Bond Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +1098.90% | 8.92M shares | 666.35M | $74.82 | 9.73M |
| Q2 2022 | share | Increase | +3.00% | 23.68K shares | 943K | $76.79 | 812.40K |
| Q1 2022 | share | Increase | +7.23% | 53.14K shares | 1.98M | $77.9 | 788.72K |
| Q4 2021 | share | Increase | +7.52% | 51.43K shares | 3.39M | $80.84 | 735.57K |
| Q3 2021 | share | Increase | +18.39% | 106.25K shares | 8.57M | $81.72 | 684.14K |
| Q2 2021 | share | Decrease | -11.44% | -74.62K shares | -6.15M | $81.72 | 577.88K |
| Q1 2021 | share | Decrease | -2.47% | -16.55K shares | -1.83M | $81.49 | 652.51K |
| Q4 2020 | share | Increase | +16.14% | 93.00K shares | 7.62M | $82.02 | 669.07K |
| Q3 2020 | share | Increase | +95.45% | 281.32K shares | 23.34M | $81.75 | 576.07K |
| Q2 2020 | share | Increase | +9.87% | 26.48K shares | 2.45M | $81.47 | 294.74K |
| Q1 2020 | share | Decrease | -0.11% | -302 shares | 397K | $80.14 | 268.26K |
| Q4 2019 | share | Increase | +9.30% | 22.85K shares | 1.79M | $78.33 | 268.56K |
| Q3 2019 | share | Increase | +23.03% | 45.99K shares | 3.76M | $77.92 | 245.70K |
| Q2 2019 | share | Increase | +87.81% | 93.37K shares | 7.62M | $77.23 | 199.71K |
| Q1 2019 | share | Increase | +170.27% | 66.99K shares | 5.37M | $75.88 | 106.33K |
| Q4 2018 | share | Increase | +0.71% | 276 shares | 42K | $74.62 | 39.34K |
| Q3 2018 | share | Decrease | -2.98% | -1.20K shares | -101K | $73.57 | 39.07K |
| Q2 2018 | share | Increase | +4.06% | 1.57K shares | 114K | $73.37 | 40.27K |
| Q1 2018 | share | Decrease | -28.52% | -15.43K shares | -1.24M | $73.23 | 38.69K |
| Q4 2017 | share | Decrease | -46.11% | -46.32K shares | -3.73M | $73.63 | 54.13K |
| Q3 2017 | share | Increase | +5.00% | 4.78K shares | 379K | $73.88 | 100.46K |
| Q2 2017 | share | Decrease | -5.82% | -5.91K shares | -460K | $73.6 | 95.68K |
| Q1 2017 | share | Decrease | -7.88% | -8.68K shares | -662K | $73.18 | 101.60K |
| Q4 2016 | share | Decrease | -18.81% | -25.54K shares | -2.21M | $72.76 | 110.28K |
| Q3 2016 | share | Decrease | -7.03% | -10.27K shares | -855K | $73.64 | 135.83K |
| Q2 2016 | share | Decrease | -4.13% | -6.29K shares | -453K | $73.58 | 146.11K |
| Q1 2016 | share | Decrease | -18.63% | -34.9K shares | -2.61M | $72.93 | 152.40K |