Uma Financial Services, Inc. Vanguard Wellington Fd Us Mult Transaction History

Uma Financial Services, Inc.

  • $648 Million
  • Q3 2025

A detailed history of Uma Financial Services, Inc. transactions in Vanguard Wellington Fd Us Mult stock. As of the latest transaction made, Uma Financial Services, Inc. holds 3,877 shares of VFMF stock, worth $560,304. This represents 0.09% of its overall portfolio holdings.

Number of Shares
3,877
Previous 4,033 3.87%
Holding current value
$560,304
Previous $542,000 3.14%
% of portfolio
0.09%
Previous 0.09%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 04, 2025
SELL
$132.51 - $145.94 $20,671 - $22,766
-156 Reduced 3.87%
3,877 $559,000
Q2 2025

Jul 11, 2025
SELL
$111.3 - $134.5 $7,902 - $9,549
-71 Reduced 1.73%
4,033 $542,000
Q1 2025

Apr 28, 2025
BUY
$122.86 - $137.9 $737 - $827
6 Added 0.15%
4,104 $518,000
Q4 2024

Feb 12, 2025
SELL
$128.97 - $141.41 $21,022 - $23,049
-163 Reduced 3.83%
4,098 $535,000
Q3 2024

Oct 16, 2024
SELL
$119.93 - $131.26 $11,993 - $13,126
-100 Reduced 2.29%
4,261 $555,000
Q2 2024

Jul 17, 2024
SELL
$118.86 - $126.62 $1,426 - $1,519
-12 Reduced 0.27%
4,361 $533,000
Q1 2024

Apr 17, 2024
SELL
$112.07 - $126.89 $1,120 - $1,268
-10 Reduced 0.23%
4,373 $554,000
Q4 2023

Jan 23, 2024
SELL
$97.57 - $116.14 $87,910 - $104,642
-901 Reduced 17.05%
4,383 $503,000
Q3 2023

Oct 10, 2023
SELL
$101.85 - $108.9 $68,952 - $73,725
-677 Reduced 11.36%
5,284 $545,000
Q2 2023

Jul 05, 2023
SELL
$94.37 - $103.91 $31,519 - $34,705
-334 Reduced 5.31%
5,961 $619,000
Q1 2023

Apr 20, 2023
SELL
$94.65 - $105.82 $209,649 - $234,391
-2,215 Reduced 26.03%
6,295 $623,000
Q4 2022

Jan 25, 2023
SELL
$90.56 - $104.98 $1,177 - $1,364
-13 Reduced 0.15%
8,510 $0
Q3 2022

Oct 06, 2022
BUY
$87.1 - $102.07 $43,724 - $51,239
502 Added 6.26%
8,523 $798,000
Q2 2022

Aug 02, 2022
SELL
$89.23 - $105.54 $95,565 - $113,033
-1,071 Reduced 11.78%
8,021 $782,000
Q1 2022

May 05, 2022
BUY
$99.15 - $109.02 $84,773 - $93,212
855 Added 10.38%
9,092 $932,000
Q4 2021

Jan 11, 2022
BUY
$100.52 - $109.96 $28,045 - $30,678
279 Added 3.51%
8,237 $884,000
Q3 2021

Oct 19, 2021
BUY
$95.23 - $103.78 $8,475 - $9,236
89 Added 1.13%
7,958 $822,000
Q2 2021

Jul 23, 2021
BUY
$96.9 - $103.49 $16,957 - $18,110
175 Added 2.27%
7,869 $774,000
Q1 2021

Apr 06, 2021
SELL
$82.85 - $98.42 $33,140 - $39,368
-400 Reduced 4.94%
7,694 $762,000
Q4 2020

Feb 19, 2021
BUY
$70.95 - $84.06 $5,463 - $6,472
77 Added 0.96%
8,094 $742,000
Q3 2020

Nov 04, 2020
BUY
$66.58 - $75.52 $5,792 - $6,570
87 Added 1.1%
8,017 $582,000
Q1 2020

Apr 23, 2020
BUY
$48.08 - $82.48 $8,414 - $14,434
175 Added 2.26%
7,930 $467,000
Q3 2019

Nov 26, 2019
BUY
$75.22 - $77.26 $583,331 - $599,151
7,755 New
7,755 $617,000

Others Institutions Holding VFMF

# of Institutions
85
Shares Held
1.57M
Call Options Held
0
Put Options Held
0
View Full List

About VANGUARD WELLINGTON FD US MULT

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