UNITED CAPITAL FINANCIAL ADVISERS, LLC – Vanguard Growth Index Fund Transaction History
UNITED CAPITAL FINANCIAL ADVISERS, LLC portfolio value:
$334.18M
portfolio value
UNITED CAPITAL FINANCIAL ADVISERS, LLC quarter portfolio value change:
-4.01%
quarter
Vanguard Growth Index Fund 13F transactions
Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
---|---|---|---|---|---|---|---|
Q3 2022 | share | Increase | +0.81% | 12.51K shares | -11.17M | $213.95 | 1.56M |
Q2 2022 | share | Decrease | -0.81% | -12.72K shares | -103.92M | $222.89 | 1.54M |
Q1 2022 | share | Decrease | -2.94% | -47.28K shares | -67.19M | $287.6 | 1.56M |
Q4 2021 | share | Decrease | -5.40% | -91.87K shares | 22.80M | $322.48 | 1.60M |
Q3 2021 | share | Decrease | -2.66% | -46.49K shares | -7.61M | $290.17 | 1.70M |
Q2 2021 | share | Decrease | -2.91% | -52.41K shares | 38.56M | $286.51 | 1.74M |
Q1 2021 | share | Increase | +1.53% | 27.12K shares | 13.53M | $256.43 | 1.80M |
Q4 2020 | share | Decrease | -5.12% | -95.75K shares | 23.82M | $252.36 | 1.77M |
Q3 2020 | share | Decrease | -4.37% | -85.42K shares | 30.43M | $226.32 | 1.86M |
Q2 2020 | share | Decrease | -6.70% | -140.25K shares | 78.37M | $200.57 | 1.95M |
Q1 2020 | share | Decrease | -0.97% | -20.46K shares | -68.72M | $155.19 | 2.09M |
Q4 2019 | share | Decrease | -0.98% | -21.01K shares | 30.11M | $179.98 | 2.11M |
Q3 2019 | share | Decrease | -1.54% | -33.30K shares | 731K | $163.82 | 2.13M |
Q2 2019 | share | Increase | +0.87% | 18.69K shares | 18.04M | $160.6 | 2.16M |
Q1 2019 | share | Increase | +1.59% | 33.73K shares | 52.04M | $153.36 | 2.15M |
Q4 2018 | share | Decrease | -0.20% | -4.17K shares | -57.21M | $131.34 | 2.11M |
Q3 2018 | share | Increase | +1.25% | 26.17K shares | 27.74M | $156.79 | 2.12M |
Q2 2018 | share | Increase | +2.24% | 45.85K shares | 23.11M | $145.44 | 2.09M |
Q1 2018 | share | Increase | +4.29% | 84.24K shares | 13.09M | $137.36 | 2.04M |
Q4 2017 | share | Increase | +2.43% | 46.58K shares | 22.98M | $135.83 | 1.96M |
Q3 2017 | share | Increase | +1.58% | 29.91K shares | 14.75M | $127.77 | 1.91M |
Q2 2017 | share | Increase | +5.80% | 103.53K shares | 22.75M | $121.89 | 1.88M |
Q1 2017 | share | Increase | +4.15% | 71.16K shares | 26.10M | $116.42 | 1.78M |
Q4 2016 | share | Increase | +5.12% | 83.49K shares | 7.98M | $106.35 | 1.71M |
Q3 2016 | share | Increase | +10.50% | 154.92K shares | 25.20M | $106.62 | 1.63M |
Q2 2016 | share | Increase | +9.61% | 129.37K shares | 14.58M | $101.44 | 1.47M |
Q1 2016 | share | Increase | +19.81% | 222.51K shares | 23.75M | $100.42 | 1.34M |