Uma Financial Services, Inc. Vanguard Bd Index Fd Inc Total Transaction History

Uma Financial Services, Inc.

$648 Million
Q3 2025

A detailed history of Uma Financial Services, Inc. transactions in Vanguard Bd Index Fd Inc Total stock. As of the latest transaction made, Uma Financial Services, Inc. holds 406 shares of BND stock, worth $30,108. This represents 0.0% of its overall portfolio holdings.

Number of Shares

406

Previous 406 -0.0%

Holding current value

$30,108

Previous $29,000 3.45%

% of portfolio

0.0%

Previous 0.0%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 11, 2025	BUY	$72.02 - $73.82 $720 - $738	10 Added 2.53%	406 $29,000
Q1 2025 Apr 28, 2025	SELL	$71.17 - $73.66 $17,294 - $17,899	-243 Reduced 38.03%	396 $29,000
Q4 2024 Feb 12, 2025	BUY	$71.75 - $75.11 $45,848 - $47,995	639 New	639 $45,000
Q1 2023 Apr 20, 2023	BUY	$71.33 - $74.57 $19,330 - $20,208	271 Added 4.1%	6,875 $507,000
Q4 2022 Jan 25, 2023	BUY	$69.38 - $73.88 $17,206 - $18,322	248 Added 3.9%	6,604 $0

Q3 2022 Oct 06, 2022	SELL	$70.77 - $77.08 $66,099 - $71,992	-934 Reduced 12.81%	6,356 $455,000
Q2 2022 Aug 02, 2022	BUY	$73.3 - $79.23 $69,121 - $74,713	943 Added 14.86%	7,290 $562,000
Q1 2022 May 05, 2022	BUY	$78.72 - $84.18 $4,880 - $5,219	62 Added 0.99%	6,347 $484,000
Q4 2021 Jan 11, 2022	BUY	$84.47 - $85.89 $844 - $858	10 Added 0.16%	6,285 $525,000
Q3 2021 Oct 19, 2021	SELL	$85.45 - $86.85 $59,387 - $60,360	-695 Reduced 9.97%	6,275 $535,000
Q2 2021 Jul 23, 2021	BUY	$84.67 - $85.92 $37,678 - $38,234	445 Added 6.82%	6,970 $604,000
Q1 2021 Apr 06, 2021	BUY	$84.36 - $88.07 $5,145 - $5,372	61 Added 0.94%	6,525 $552,000
Q4 2020 Feb 19, 2021	BUY	$87.44 - $88.49 $27,980 - $28,316	320 Added 5.21%	6,464 $560,000
Q3 2020 Nov 04, 2020	BUY	$88.13 - $89.48 $59,487 - $60,399	675 Added 12.34%	6,144 $538,000
Q2 2020 Aug 11, 2020	BUY	$85.6 - $88.34 $117,956 - $121,732	1,378 Added 33.68%	5,469 $488,000
Q1 2020 Apr 23, 2020	SELL	$80.33 - $87.96 $198,656 - $217,525	-2,473 Reduced 37.68%	4,091 $358,000
Q4 2019 Jan 14, 2020	BUY	$83.39 - $84.94 $1,834 - $1,868	22 Added 0.34%	6,564 $552,000
Q3 2019 Nov 26, 2019	BUY	$83.3 - $84.54 $544,948 - $553,060	6,542 New	6,542 $551,000

Others Institutions Holding BND

# of Institutions

1,875

Shares Held

1.16B

Call Options Held

93.5K

Put Options Held

20.2K

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Uma Financial Services, Inc. Vanguard Bd Index Fd Inc Total Transaction History