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

Uma Financial Services, Inc.

$648 Million
Q3 2025

A detailed history of Uma Financial Services, Inc. transactions in Vanguard Large Cap ETF stock. As of the latest transaction made, Uma Financial Services, Inc. holds 4,920 shares of VV stock, worth $1.53 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares

4,920

Previous 3,868 27.2%

Holding current value

$1.53 Million

Previous $1.1 Million 37.26%

% of portfolio

0.23%

Previous 0.18%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 04, 2025	BUY	$285.05 - $309.14 $299,872 - $325,215	1,052 Added 27.2%	4,920 $1.51 Million
Q1 2025 Apr 28, 2025	BUY	$253.32 - $282.66 $2,279 - $2,543	9 Added 0.23%	3,868 $994,000
Q4 2024 Feb 12, 2025	SELL	$260.27 - $280.65 $28,629 - $30,871	-110 Reduced 2.77%	3,859 $1.04 Million
Q3 2024 Oct 16, 2024	SELL	$236.92 - $263.4 $114,906 - $127,748	-485 Reduced 10.89%	3,969 $1.04 Million
Q2 2024 Jul 17, 2024	BUY	$227.27 - $251.65 $32,954 - $36,489	145 Added 3.37%	4,454 $1.11 Million

Q1 2024 Apr 17, 2024	SELL	$214.62 - $240.49 $1,502 - $1,683	-7 Reduced 0.16%	4,309 $1.03 Million
Q4 2023 Jan 23, 2024	BUY	$188.0 - $219.17 $13,724 - $15,999	73 Added 1.72%	4,316 $941,000
Q2 2023 Jul 05, 2023	BUY	$184.38 - $202.72 $1,843 - $2,027	10 Added 0.24%	4,243 $860,000
Q1 2023 Apr 20, 2023	SELL	$172.79 - $190.36 $10,885 - $11,992	-63 Reduced 1.47%	4,233 $790,000
Q4 2022 Jan 25, 2023	BUY	$162.98 - $185.93 $1,303 - $1,487	8 Added 0.19%	4,296 $0
Q3 2022 Oct 06, 2022	BUY	$163.56 - $196.95 $163 - $196	1 Added 0.02%	4,288 $740,000
Q2 2022 Aug 02, 2022	BUY	$167.29 - $210.78 $501 - $632	3 Added 0.07%	4,287 $805,000
Q1 2022 May 05, 2022	SELL	$191.25 - $221.63 $29,452 - $34,131	-154 Reduced 3.47%	4,284 $843,000
Q2 2021 Jul 23, 2021	BUY	$187.36 - $200.75 $187 - $200	1 Added 0.02%	4,438 $906,000
Q4 2020 Feb 19, 2021	BUY	$152.54 - $175.74 $20,440 - $23,549	134 Added 3.11%	4,437 $818,000
Q3 2020 Nov 04, 2020	SELL	$144.11 - $166.66 $2,017 - $2,333	-14 Reduced 0.32%	4,303 $663,000
Q2 2020 Aug 11, 2020	BUY	$113.24 - $149.5 $52,996 - $69,966	468 Added 12.16%	4,317 $672,000
Q1 2020 Apr 23, 2020	BUY	$102.61 - $156.13 $64,541 - $98,205	629 Added 19.53%	3,849 $495,000
Q3 2019 Nov 26, 2019	BUY	$135.59 - $138.25 $436,599 - $445,165	3,220 New	3,220 $464,000

Others Institutions Holding VV

# of Institutions

1,423

Shares Held

107M

Call Options Held

20.7K

Put Options Held

View Full List

About VANGUARD LARGE-CAP ETF

Ticker VV
Sector ETFs
Industry ETFs

More about VV

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 Large Cap ETF Transaction History