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

Uma Financial Services, Inc.

$573 Million
Q4 2024

A detailed history of Uma Financial Services, Inc. transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Uma Financial Services, Inc. holds 2,296 shares of VO stock, worth $618,703. This represents 0.11% of its overall portfolio holdings.

Number of Shares

2,296

Previous 1,858 23.57%

Holding current value

$618,703

Previous $490,000 23.67%

% of portfolio

0.11%

Previous 0.09%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 12, 2025	BUY	$261.5 - $284.63 $114,537 - $124,667	438 Added 23.57%	2,296 $606,000
Q3 2024 Oct 16, 2024	BUY	$237.84 - $263.83 $216,196 - $239,821	909 Added 95.79%	1,858 $490,000
Q2 2024 Jul 17, 2024	SELL	$234.99 - $248.98 $35,953 - $38,093	-153 Reduced 13.88%	949 $229,000
Q1 2024 Apr 17, 2024	BUY	$225.86 - $249.86 $451 - $499	2 Added 0.18%	1,102 $275,000
Q4 2023 Jan 23, 2024	SELL	$195.66 - $233.95 $39,132 - $46,790	-200 Reduced 15.38%	1,100 $255,000
Q3 2023 Oct 10, 2023	BUY	$206.6 - $228.23 $29,957 - $33,093	145 Added 12.55%	1,300 $270,000
Q2 2023 Jul 05, 2023	BUY	$203.43 - $220.16 $1,627 - $1,761	8 Added 0.7%	1,155 $254,000
Q1 2023 Apr 20, 2023	SELL	$200.2 - $225.98 $4,404 - $4,971	-22 Reduced 1.88%	1,147 $241,000
Q4 2022 Jan 25, 2023	BUY	$186.57 - $217.26 $2,611 - $3,041	14 Added 1.21%	1,169 $0
Q3 2022 Oct 06, 2022	BUY	$187.98 - $227.42 $563 - $682	3 Added 0.26%	1,155 $230,000
Q2 2022 Aug 02, 2022	SELL	$190.36 - $240.41 $39,785 - $50,245	-209 Reduced 15.36%	1,152 $248,000
Q1 2022 May 05, 2022	SELL	$219.86 - $253.39 $12,312 - $14,189	-56 Reduced 3.95%	1,361 $309,000
Q4 2021 Jan 11, 2022	BUY	$236.98 - $261.2 $1,895 - $2,089	8 Added 0.57%	1,417 $349,000
Q3 2021 Oct 19, 2021	BUY	$229.88 - $249.8 $459 - $499	2 Added 0.14%	1,409 $349,000
Q2 2021 Jul 23, 2021	BUY	$223.23 - $238.25 $1,562 - $1,667	7 Added 0.5%	1,407 $334,000
Q1 2021 Apr 06, 2021	BUY	$203.74 - $225.89 $203 - $225	1 Added 0.07%	1,400 $316,000
Q4 2020 Feb 19, 2021	BUY	$176.14 - $208.21 $880 - $1,041	5 Added 0.36%	1,399 $309,000
Q3 2020 Nov 04, 2020	SELL	$164.39 - $185.0 $2,301 - $2,590	-14 Reduced 0.99%	1,394 $250,000
Q2 2020 Aug 11, 2020	SELL	$124.34 - $175.42 $2,611 - $3,683	-21 Reduced 1.47%	1,408 $250,000
Q1 2020 Apr 23, 2020	BUY	$112.37 - $186.27 $29,440 - $48,802	262 Added 22.45%	1,429 $205,000
Q4 2019 Jan 14, 2020	BUY	$162.13 - $178.73 $648 - $714	4 Added 0.34%	1,167 $211,000
Q3 2019 Nov 26, 2019	BUY	$166.82 - $169.81 $194,011 - $197,489	1,163 New	1,163 $203,000

Others Institutions Holding VO

# of Institutions

2,291

Shares Held

188M

Call Options Held

55.1K

Put Options Held

17.1K

View Full List

About VANGUARD MID-CAP ETF

Ticker VO
Sector ETFs
Industry ETFs

More about VO

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Uma Financial Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Uma Financial Services, Inc. with notifications on news.

Account

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