UNITED CAPITAL FINANCIAL ADVISERS, LLC – Vanguard Intermediate-Term Corporate Bond Index Fund Transaction History
UNITED CAPITAL FINANCIAL ADVISERS, LLC portfolio value:
$13.14M
portfolio value
UNITED CAPITAL FINANCIAL ADVISERS, LLC quarter portfolio value change:
-5.42%
quarter
Vanguard Intermediate-Term Corporate Bond Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -6.08% | -11.23K shares | -1.65M | $75.68 | 173.71K |
| Q2 2022 | share | Decrease | -9.12% | -18.55K shares | -2.71M | $80.02 | 184.94K |
| Q1 2022 | share | Decrease | -8.79% | -19.60K shares | -3.18M | $86.04 | 203.49K |
| Q4 2021 | share | Decrease | -5.25% | -12.37K shares | -1.53M | $92.89 | 223.1K |
| Q3 2021 | share | Decrease | -2.19% | -5.28K shares | -657K | $93.9 | 235.47K |
| Q2 2021 | share | Decrease | -6.12% | -15.7K shares | -970K | $94.04 | 240.75K |
| Q1 2021 | share | Decrease | -7.65% | -21.24K shares | -3.11M | $91.51 | 256.45K |
| Q4 2020 | share | Decrease | -5.75% | -16.94K shares | -1.25M | $95.21 | 277.69K |
| Q3 2020 | share | Decrease | -5.91% | -18.52K shares | -1.56M | $92.97 | 294.64K |
| Q2 2020 | share | Decrease | -10.31% | -35.98K shares | -190K | $91.75 | 313.16K |
| Q1 2020 | share | Increase | +268.60% | 254.43K shares | 21.33M | $83.34 | 349.15K |
| Q4 2019 | share | Increase | +26.67% | 19.94K shares | 1.82M | $86.98 | 94.72K |
| Q3 2019 | share | Increase | +1286.56% | 69.38K shares | 6.33M | $85.95 | 74.77K |
| Q2 2019 | share | Decrease | -17.29% | -1.12K shares | -81K | $83.9 | 5.39K |
| Q1 2019 | share | Increase | +2.00% | 128 shares | 36K | $80.37 | 6.52K |
| Q4 2018 | share | Decrease | -93.18% | -87.29K shares | -7.29M | $76.23 | 6.39K |
| Q3 2018 | share | Increase | +1.47% | 1.36K shares | 115K | $75.89 | 93.68K |
| Q2 2018 | share | Decrease | -6.30% | -6.20K shares | -649K | $75.21 | 92.32K |
| Q1 2018 | share | Increase | +10.96% | 9.73K shares | 600K | $75.71 | 98.53K |
| Q4 2017 | share | Increase | +0.96% | 846 shares | 19K | $77.58 | 88.80K |
| Q3 2017 | share | Increase | +0.12% | 106 shares | 51K | $77.27 | 87.95K |
| Q2 2017 | share | Increase | +4.25% | 3.58K shares | 411K | $76.24 | 87.85K |
| Q1 2017 | share | Decrease | -17.55% | -17.93K shares | -1.48M | $74.63 | 84.26K |
| Q4 2016 | share | Decrease | -51.92% | -110.34K shares | -10.28M | $73.67 | 102.20K |
| Q3 2016 | share | Increase | +1001.63% | 193.25K shares | 17.32M | $76.16 | 212.54K |
| Q2 2016 | share | Increase | +0.12% | 24 shares | 42K | $75.41 | 19.29K |
| Q1 2016 | share | Increase | +5.82% | 1.05K shares | 144K | $72.74 | 19.27K |