Uma Financial Services, Inc. Vanguard World Fd Esg U.S. Sto Transaction History

Uma Financial Services, Inc.

  • $573 Million
  • Q4 2024

A detailed history of Uma Financial Services, Inc. transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Uma Financial Services, Inc. holds 3,839 shares of ESGV stock, worth $418,911. This represents 0.07% of its overall portfolio holdings.

Number of Shares
3,839
Previous 3,981 3.57%
Holding current value
$418,911
Previous $404,000 0.5%
% of portfolio
0.07%
Previous 0.07%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 12, 2025
SELL
$100.18 - $109.1 $14,225 - $15,492
-142 Reduced 3.57%
3,839 $402,000
Q3 2024

Oct 16, 2024
SELL
$91.37 - $101.65 $5,939 - $6,607
-65 Reduced 1.61%
3,981 $404,000
Q2 2024

Jul 17, 2024
BUY
$87.24 - $97.37 $13,783 - $15,384
158 Added 4.06%
4,046 $390,000
Q1 2024

Apr 17, 2024
SELL
$83.14 - $93.19 $4,073 - $4,566
-49 Reduced 1.24%
3,888 $362,000
Q4 2023

Jan 23, 2024
BUY
$71.95 - $85.41 $283,267 - $336,259
3,937 New
3,937 $334,000

Others Institutions Holding ESGV

# of Institutions
609
Shares Held
30.1M
Call Options Held
700
Put Options Held
0
View Full List

About VANGUARD WORLD FD ESG U.S. STO

ESGV Quotes by TradingView
  • Ticker ESGV
  • Sector ETFs
  • Industry ETFs
More about ESGV
Track This Portfolio

Track Uma Financial Services, Inc. Portfolio

Follow Uma Financial Services, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Uma Financial Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Uma Financial Services, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email