UNITED CAPITAL FINANCIAL ADVISERS, LLC – Vanguard Large Cap Index Fund Transaction History
UNITED CAPITAL FINANCIAL ADVISERS, LLC portfolio value:
$18.23M
portfolio value
UNITED CAPITAL FINANCIAL ADVISERS, LLC quarter portfolio value change:
-5.10%
quarter
Vanguard Large Cap Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -0.80% | -898 shares | -1.13M | $163.56 | 111.48K |
| Q2 2022 | share | Decrease | -0.83% | -935 shares | -4.25M | $172.35 | 112.37K |
| Q1 2022 | share | Increase | +9.56% | 9.88K shares | 766K | $208.49 | 113.31K |
| Q4 2021 | share | Decrease | -1.65% | -1.73K shares | 1.72M | $220.97 | 103.42K |
| Q3 2021 | share | Decrease | -2.62% | -2.82K shares | -550K | $200.92 | 105.16K |
| Q2 2021 | share | Increase | +1.23% | 1.30K shares | 1.91M | $200.14 | 107.99K |
| Q1 2021 | share | Decrease | -1.86% | -2.01K shares | 665K | $184.16 | 106.68K |
| Q4 2020 | share | Decrease | -13.21% | -16.54K shares | -491K | $174.08 | 108.70K |
| Q3 2020 | share | Decrease | -0.08% | -95 shares | 1.67M | $154.35 | 125.25K |
| Q2 2020 | share | Decrease | -1.70% | -2.16K shares | 2.82M | $140.53 | 125.35K |
| Q1 2020 | share | Increase | +1.38% | 1.73K shares | -3.49M | $115.87 | 127.51K |
| Q4 2019 | share | Decrease | -0.29% | -367 shares | 1.39M | $143.88 | 125.78K |
| Q3 2019 | share | Increase | +1.11% | 1.38K shares | 390K | $132 | 126.15K |
| Q2 2019 | share | Decrease | -2.98% | -3.82K shares | 117K | $129.91 | 124.76K |
| Q1 2019 | share | Increase | +0.43% | 551 shares | 1.98M | $124.61 | 128.59K |
| Q4 2018 | share | Decrease | -4.02% | -5.36K shares | -3.10M | $109.63 | 128.04K |
| Q3 2018 | share | Decrease | -1.85% | -2.50K shares | 855K | $126.65 | 133.41K |
| Q2 2018 | share | Decrease | -3.49% | -4.91K shares | -114K | $117.78 | 135.91K |
| Q1 2018 | share | Decrease | -2.56% | -3.70K shares | -719K | $113.92 | 140.83K |
| Q4 2017 | share | Decrease | -6.34% | -9.78K shares | -19K | $114.71 | 144.53K |
| Q3 2017 | share | Decrease | -0.80% | -1.24K shares | 538K | $107.48 | 154.32K |
| Q2 2017 | share | Decrease | -1.75% | -2.77K shares | 156K | $102.88 | 155.56K |
| Q1 2017 | share | Decrease | -12.65% | -22.93K shares | -1.44M | $99.74 | 158.33K |
| Q4 2016 | share | Increase | +3.00% | 5.27K shares | 1.10M | $94.02 | 181.26K |
| Q3 2016 | share | Decrease | -0.74% | -1.31K shares | 430K | $90.56 | 175.98K |
| Q2 2016 | share | Decrease | -2.14% | -3.88K shares | -12K | $87.04 | 177.29K |
| Q1 2016 | share | Increase | +1.25% | 2.23K shares | 301K | $84.99 | 181.18K |