UNITED CAPITAL FINANCIAL ADVISERS, LLC – Vanguard Short-Term Treasury Index Fund Transaction History
UNITED CAPITAL FINANCIAL ADVISERS, LLC portfolio value:
$9.75M
portfolio value
UNITED CAPITAL FINANCIAL ADVISERS, LLC quarter portfolio value change:
-1.82%
quarter
Vanguard Short-Term Treasury Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -25.74% | -58.47K shares | -3.62M | $57.79 | 168.73K |
| Q2 2022 | share | Decrease | -56.50% | -295.13K shares | -17.58M | $58.86 | 227.20K |
| Q1 2022 | share | Decrease | -9.88% | -57.27K shares | -4.30M | $59.26 | 522.33K |
| Q4 2021 | share | Increase | +423.73% | 468.94K shares | 28.46M | $60.83 | 579.61K |
| Q3 2021 | share | Decrease | -4.20% | -4.85K shares | -300K | $61.37 | 110.66K |
| Q2 2021 | share | Decrease | -23.70% | -35.87K shares | -2.21M | $61.33 | 115.52K |
| Q1 2021 | share | Decrease | -5.93% | -9.55K shares | -600K | $61.37 | 151.39K |
| Q4 2020 | share | Increase | +19.92% | 26.73K shares | 1.58M | $61.4 | 160.94K |
| Q3 2020 | share | Increase | +400.98% | 107.42K shares | 6.66M | $61.38 | 134.21K |
| Q2 2020 | share | Decrease | -11.27% | -3.40K shares | -216K | $61.34 | 26.79K |
| Q1 2020 | share | Increase | +11.63% | 3.14K shares | 237K | $61.27 | 30.19K |
| Q4 2019 | share | Increase | +12.81% | 3.07K shares | 184K | $59.59 | 27.04K |
| Q3 2019 | share | Increase | +102.58% | 12.14K shares | 740K | $59.27 | 23.97K |
| Q2 2019 | share | Increase | +1.35% | 158 shares | 15K | $58.92 | 11.83K |
| Q1 2019 | share | Increase | +0.15% | 17 shares | 5K | $58.08 | 11.67K |
| Q4 2018 | share | Decrease | -0.47% | -55 shares | 1K | $57.56 | 11.66K |
| Q3 2018 | share | 0.00% | 0 shares | -2K | $56.79 | 11.71K | |
| Q2 2018 | share | Decrease | -46.05% | -9.99K shares | -602K | $56.7 | 11.71K |
| Q1 2018 | share | Decrease | -1.26% | -277 shares | -22K | $56.58 | 21.71K |
| Q4 2017 | share | Decrease | -17.27% | -4.59K shares | -288K | $56.68 | 21.99K |
| Q3 2017 | share | Increase | +3.07% | 791 shares | 47K | $56.85 | 26.58K |
| Q2 2017 | share | Decrease | -10.29% | -2.96K shares | -181K | $56.74 | 25.79K |
| Q1 2017 | share | Increase | +0.27% | 78 shares | 1K | $56.62 | 28.75K |
| Q4 2016 | share | Decrease | -12.24% | -4K shares | -253K | $56.66 | 28.67K |
| Q3 2016 | share | Increase | +4.14% | 1.3K shares | 86K | $56.75 | 32.67K |
| Q2 2016 | share | 0.00% | 0 shares | -6K | $56.84 | 31.37K | |
| Q1 2016 | share | Increase | +202.41% | 21K shares | 1.29M | $56.51 | 31.37K |