Uma Financial Services, Inc. Vanguard Ftse Developed Market Transaction History

Uma Financial Services, Inc.

$573 Million
Q4 2024

A detailed history of Uma Financial Services, Inc. transactions in Vanguard Ftse Developed Market stock. As of the latest transaction made, Uma Financial Services, Inc. holds 6,785 shares of VEA stock, worth $347,527. This represents 0.06% of its overall portfolio holdings.

Number of Shares

6,785

Previous 7,091 4.32%

Holding current value

$347,527

Previous $374,000 13.37%

% of portfolio

0.06%

Previous 0.07%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 12, 2025	SELL	$47.57 - $52.44 $14,556 - $16,046	-306 Reduced 4.32%	6,785 $324,000
Q3 2024 Oct 16, 2024	SELL	$47.6 - $53.31 $36,842 - $41,261	-774 Reduced 9.84%	7,091 $374,000
Q2 2024 Jul 17, 2024	BUY	$47.83 - $51.21 $14,444 - $15,465	302 Added 3.99%	7,865 $388,000
Q1 2024 Apr 17, 2024	BUY	$46.21 - $50.27 $323 - $351	7 Added 0.09%	7,563 $379,000
Q4 2023 Jan 23, 2024	SELL	$41.58 - $47.99 $83,783 - $96,699	-2,015 Reduced 21.05%	7,556 $361,000
Q3 2023 Oct 10, 2023	BUY	$43.5 - $47.63 $64,206 - $70,301	1,476 Added 18.23%	9,571 $418,000
Q2 2023 Jul 05, 2023	BUY	$44.63 - $47.33 $3,168 - $3,360	71 Added 0.88%	8,095 $373,000
Q1 2023 Apr 20, 2023	SELL	$42.2 - $46.17 $32,240 - $35,273	-764 Reduced 8.69%	8,024 $362,000
Q4 2022 Jan 25, 2023	SELL	$36.19 - $43.78 $7,418 - $8,974	-205 Reduced 2.28%	8,788 $0
Q3 2022 Oct 06, 2022	SELL	$36.19 - $43.74 $24,319 - $29,393	-672 Reduced 6.95%	8,993 $343,000
Q2 2022 Aug 02, 2022	SELL	$40.38 - $48.66 $160,066 - $192,888	-3,964 Reduced 29.09%	9,665 $415,000
Q1 2022 May 05, 2022	SELL	$44.13 - $51.72 $23,433 - $27,463	-531 Reduced 3.75%	13,629 $624,000
Q4 2021 Jan 11, 2022	BUY	$49.38 - $52.95 $10,320 - $11,066	209 Added 1.5%	14,160 $723,000
Q2 2021 Jul 23, 2021	SELL	$49.75 - $53.3 $3,184 - $3,411	-64 Reduced 0.46%	13,951 $716,000
Q4 2020 Feb 19, 2021	SELL	$39.45 - $47.53 $44,144 - $53,186	-1,119 Reduced 7.39%	14,015 $691,000
Q3 2020 Nov 04, 2020	SELL	$38.92 - $42.44 $74,609 - $81,357	-1,917 Reduced 11.24%	15,134 $604,000
Q2 2020 Aug 11, 2020	SELL	$31.83 - $40.85 $17,888 - $22,957	-562 Reduced 3.19%	17,051 $701,000
Q1 2020 Apr 23, 2020	BUY	$28.78 - $44.66 $107,435 - $166,715	3,733 Added 26.89%	17,613 $606,000
Q4 2019 Jan 14, 2020	SELL	$39.9 - $44.4 $16,438 - $18,292	-412 Reduced 2.88%	13,880 $615,000
Q3 2019 Nov 26, 2019	BUY	$38.87 - $42.25 $555,530 - $603,837	14,292 New	14,292 $617,000

Others Institutions Holding VEA

# of Institutions

2,578

Shares Held

2.15B

Call Options Held

170K

Put Options Held

101K

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Uma Financial Services, Inc. Vanguard Ftse Developed Market Transaction History