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 $374,340. This represents 0.07% of its overall portfolio holdings.

Number of Shares

3,839

Previous 3,981 3.57%

Holding current value

$374,340

Previous $404,000 0.5%

% of portfolio

0.07%

Previous 0.07%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

623

Shares Held

30M

Call Options Held

Put Options Held

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About VANGUARD WORLD FD ESG U.S. STO

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