UNITED CAPITAL FINANCIAL ADVISERS, LLC – Vanguard Small Cap Growth Index Fund Transaction History
UNITED CAPITAL FINANCIAL ADVISERS, LLC portfolio value:
$61.23M
portfolio value
UNITED CAPITAL FINANCIAL ADVISERS, LLC quarter portfolio value change:
-0.96%
quarter
Vanguard Small Cap Growth Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +2.61% | 7.98K shares | 977K | $195.13 | 313.82K |
| Q2 2022 | share | Increase | +0.62% | 1.89K shares | -15.15M | $197.03 | 305.84K |
| Q1 2022 | share | Increase | +0.40% | 1.22K shares | -9.88M | $248.13 | 303.94K |
| Q4 2021 | share | Decrease | -0.86% | -2.61K shares | -239K | $282.51 | 302.72K |
| Q3 2021 | share | Decrease | -1.02% | -3.14K shares | -3.85M | $280.16 | 305.33K |
| Q2 2021 | share | Increase | +0.61% | 1.88K shares | 5.18M | $289.64 | 308.48K |
| Q1 2021 | share | Decrease | -2.41% | -7.58K shares | 113K | $274.22 | 306.60K |
| Q4 2020 | share | Decrease | -12.53% | -45.01K shares | 6.89M | $267.05 | 314.18K |
| Q3 2020 | share | Decrease | -2.58% | -9.49K shares | 3.61M | $214.05 | 359.19K |
| Q2 2020 | share | Decrease | -2.91% | -11.06K shares | 16.51M | $198.5 | 368.69K |
| Q1 2020 | share | Increase | +7.38% | 26.08K shares | -13.19M | $149.37 | 379.75K |
| Q4 2019 | share | Decrease | -0.43% | -1.52K shares | 5.61M | $197.19 | 353.67K |
| Q3 2019 | share | Increase | +0.02% | 81 shares | -1.46M | $180.25 | 355.19K |
| Q2 2019 | share | Increase | +1.51% | 5.29K shares | 3.25M | $184.17 | 355.11K |
| Q1 2019 | share | Increase | +0.09% | 317 shares | 10.23M | $177.52 | 349.81K |
| Q4 2018 | share | Decrease | -0.64% | -2.23K shares | -13.25M | $148.55 | 349.49K |
| Q3 2018 | share | Increase | +0.03% | 102 shares | 4.07M | $184.22 | 351.73K |
| Q2 2018 | share | Increase | +0.23% | 797 shares | 4.29M | $172.62 | 351.63K |
| Q1 2018 | share | Increase | +10.76% | 34.09K shares | 6.24M | $160.77 | 350.83K |
| Q4 2017 | share | Decrease | -0.47% | -1.49K shares | 2.69M | $157.51 | 316.74K |
| Q3 2017 | share | Increase | +0.74% | 2.32K shares | 2.53M | $148.95 | 318.23K |
| Q2 2017 | share | Increase | +4.04% | 12.26K shares | 3.32M | $142.01 | 315.91K |
| Q1 2017 | share | Increase | +4.25% | 12.39K shares | 3.93M | $136.89 | 303.65K |
| Q4 2016 | share | Increase | +3.92% | 10.98K shares | 1.84M | $129.24 | 291.26K |
| Q3 2016 | share | Increase | +5.45% | 14.49K shares | 3.97M | $127.33 | 280.27K |
| Q2 2016 | share | Increase | +4.04% | 10.31K shares | 2.55M | $119.43 | 265.78K |
| Q1 2016 | share | Increase | +21.40% | 45.03K shares | 4.84M | $114.37 | 255.46K |