UNITED CAPITAL FINANCIAL ADVISERS, LLC – Vanguard Real Estate Index Fund Transaction History
UNITED CAPITAL FINANCIAL ADVISERS, LLC portfolio value:
$134.94M
portfolio value
UNITED CAPITAL FINANCIAL ADVISERS, LLC quarter portfolio value change:
-12.01%
quarter
Vanguard Real Estate Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +2.29% | 37.71K shares | -14.97M | $80.17 | 1.68M |
| Q2 2022 | share | Increase | +0.79% | 12.82K shares | -27.01M | $91.11 | 1.64M |
| Q1 2022 | share | Increase | +1.13% | 18.29K shares | -10.35M | $108.37 | 1.63M |
| Q4 2021 | share | Decrease | -1.12% | -18.25K shares | 21.11M | $115.69 | 1.61M |
| Q3 2021 | share | Increase | +0.20% | 3.24K shares | 315K | $101.78 | 1.63M |
| Q2 2021 | share | Increase | +0.70% | 11.38K shares | 17.22M | $101.16 | 1.62M |
| Q1 2021 | share | Decrease | -9.79% | -175.53K shares | -3.69M | $90.64 | 1.61M |
| Q4 2020 | share | Increase | +4.02% | 69.31K shares | 16.18M | $83.32 | 1.79M |
| Q3 2020 | share | Increase | +14.06% | 212.51K shares | 17.43M | $76.25 | 1.72M |
| Q2 2020 | share | Decrease | -6.17% | -99.40K shares | 6.17M | $75.26 | 1.51M |
| Q1 2020 | share | Increase | +38.59% | 448.57K shares | 4.66M | $66.29 | 1.61M |
| Q4 2019 | share | Decrease | -10.53% | -136.76K shares | -13.28M | $87.41 | 1.16M |
| Q3 2019 | share | Increase | +17.61% | 194.56K shares | 24.60M | $86.92 | 1.29M |
| Q2 2019 | share | Decrease | -26.26% | -393.41K shares | -33.65M | $80.82 | 1.10M |
| Q1 2019 | share | Decrease | -14.92% | -262.65K shares | -1.09M | $79.61 | 1.49M |
| Q4 2018 | share | Increase | +4.79% | 80.48K shares | -4.26M | $67.83 | 1.76M |
| Q3 2018 | share | Increase | +101.91% | 848.11K shares | 67.78M | $72.52 | 1.68M |
| Q2 2018 | share | Increase | +0.50% | 4.10K shares | 5.28M | $72.19 | 832.21K |
| Q1 2018 | share | Decrease | -4.33% | -37.44K shares | -9.3M | $66.27 | 828.10K |
| Q4 2017 | share | Increase | +2.27% | 19.19K shares | 1.47M | $72.17 | 865.55K |
| Q3 2017 | share | Increase | +15.61% | 114.30K shares | 9.39M | $71.16 | 846.36K |
| Q2 2017 | share | Decrease | -6.74% | -52.89K shares | -3.9M | $70.55 | 732.05K |
| Q1 2017 | share | Increase | +4.15% | 31.27K shares | 2.62M | $69.35 | 784.94K |
| Q4 2016 | share | Decrease | -26.55% | -272.41K shares | -26.80M | $68.8 | 753.67K |
| Q3 2016 | share | Increase | +6.23% | 60.14K shares | 3.03M | $70.82 | 1.02M |
| Q2 2016 | share | Increase | +7.03% | 63.45K shares | 10.34M | $71.88 | 965.94K |
| Q1 2016 | share | Decrease | -9.92% | -99.42K shares | -4.25M | $67.33 | 902.49K |