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

Uma Financial Services, Inc.

$550 Million
Q3 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 1,515 shares of VB stock, worth $369,538. This represents 0.07% of its overall portfolio holdings.

Number of Shares

1,515

Holding current value

$369,538

% of portfolio

0.07%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

2,108

Shares Held

150M

Call Options Held

102K

Put Options Held

107K

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