UNITED CAPITAL FINANCIAL ADVISERS, LLC – Vanguard Intermediate-Term Treasury Index Fund Transaction History
UNITED CAPITAL FINANCIAL ADVISERS, LLC portfolio value:
$26.83M
portfolio value
UNITED CAPITAL FINANCIAL ADVISERS, LLC quarter portfolio value change:
-4.66%
quarter
Vanguard Intermediate-Term Treasury Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -7.22% | -35.79K shares | -3.50M | $58.31 | 460.28K |
| Q2 2022 | share | Decrease | -7.33% | -39.23K shares | -3.33M | $61.16 | 496.08K |
| Q1 2022 | share | Decrease | -9.66% | -57.22K shares | -5.71M | $62.91 | 535.31K |
| Q4 2021 | share | Decrease | -11.47% | -76.74K shares | -5.82M | $66.53 | 592.54K |
| Q3 2021 | share | Decrease | -3.86% | -26.85K shares | -1.99M | $67.37 | 669.29K |
| Q2 2021 | share | Decrease | -6.95% | -51.96K shares | -3.08M | $67.43 | 696.14K |
| Q1 2021 | share | Decrease | -5.93% | -47.11K shares | -4.91M | $66.67 | 748.10K |
| Q4 2020 | share | Decrease | -3.15% | -25.89K shares | -2.66M | $68.71 | 795.22K |
| Q3 2020 | share | Increase | +2.06% | 16.56K shares | 1.09M | $68.99 | 821.11K |
| Q2 2020 | share | Decrease | -7.64% | -66.55K shares | -4.09M | $68.83 | 804.55K |
| Q1 2020 | share | Increase | +20.59% | 148.71K shares | 13.26M | $68.52 | 871.10K |
| Q4 2019 | share | Increase | +127.75% | 405.20K shares | 26.45M | $63.79 | 722.39K |
| Q3 2019 | share | Increase | +84.75% | 145.50K shares | 9.82M | $64.08 | 317.18K |
| Q2 2019 | share | Decrease | -3.93% | -7.03K shares | -198K | $63.05 | 171.68K |
| Q1 2019 | share | Decrease | -0.32% | -580 shares | 144K | $61.26 | 178.71K |
| Q4 2018 | share | Decrease | -1.22% | -2.20K shares | 111K | $60.07 | 179.29K |
| Q3 2018 | share | Increase | +4.40% | 7.64K shares | 377K | $58.31 | 181.50K |
| Q2 2018 | share | Decrease | -2.49% | -4.44K shares | -337K | $58.53 | 173.85K |
| Q1 2018 | share | Increase | +6.93% | 11.54K shares | 568K | $58.55 | 178.29K |
| Q4 2017 | share | Increase | +1.49% | 2.45K shares | 38K | $59.27 | 166.74K |
| Q3 2017 | share | Decrease | -0.44% | -726 shares | -46K | $59.58 | 164.29K |
| Q2 2017 | share | Increase | 0.00% | 165.02K shares | 10.66M | $59.32 | 165.02K |