Uma Financial Services, Inc. Vanguard Small Cap ETF Transaction History

Uma Financial Services, Inc.

  • $573 Million
  • Q4 2024

A detailed history of Uma Financial Services, Inc. transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Uma Financial Services, Inc. holds 2,159 shares of VB stock, worth $514,252. This represents 0.09% of its overall portfolio holdings.

Number of Shares
2,159
Previous 1,515 42.51%
Holding current value
$514,252
Previous $359,000 44.29%
% of portfolio
0.09%
Previous 0.07%

Shares

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

Feb 12, 2025
BUY
$233.76 - $261.58 $150,541 - $168,457
644 Added 42.51%
2,159 $518,000
Q3 2024

Oct 16, 2024
BUY
$214.77 - $237.72 $325,376 - $360,145
1,515 New
1,515 $359,000
Q4 2021

Jan 11, 2022
SELL
$215.13 - $239.37 $191,465 - $213,039
-890 Closed
0 $0
Q3 2021

Oct 19, 2021
SELL
$211.9 - $229.42 $48,525 - $52,537
-229 Reduced 20.46%
890 $202,000
Q2 2021

Jul 23, 2021
SELL
$211.77 - $228.05 $11,435 - $12,314
-54 Reduced 4.6%
1,119 $245,000
Q4 2020

Feb 19, 2021
SELL
$156.0 - $196.91 $47,736 - $60,254
-306 Reduced 20.69%
1,173 $249,000
Q3 2020

Nov 04, 2020
SELL
$143.34 - $162.04 $4,730 - $5,347
-33 Reduced 2.18%
1,479 $236,000
Q2 2020

Aug 11, 2020
BUY
$106.26 - $156.76 $160,665 - $237,021
1,512 New
1,512 $240,000
Q1 2020

Apr 23, 2020
SELL
$98.45 - $170.48 $119,124 - $206,280
-1,210 Closed
0 $0
Q4 2019

Jan 14, 2020
BUY
$149.04 - $166.74 $180,338 - $201,755
1,210 New
1,210 $202,000

Others Institutions Holding VB

# of Institutions
2,319
Shares Held
161M
Call Options Held
74.8K
Put Options Held
50.8K
View Full List

About VANGUARD SMALL-CAP ETF

VB Quotes by TradingView
  • Ticker VB
  • Sector ETFs
  • Industry ETFs
More about VB
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