Uma Financial Services, Inc. Vanguard World Fd Esg U.S. Sto Transaction History

Uma Financial Services, Inc.

$601 Million
Q2 2025

A detailed history of Uma Financial Services, Inc. transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Uma Financial Services, Inc. holds 3,808 shares of ESGV stock, worth $451,286. This represents 0.07% of its overall portfolio holdings.

Number of Shares

3,808

Previous 3,751 1.52%

Holding current value

$451,286

Previous $367,000 13.62%

% of portfolio

0.07%

Previous 0.07%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 11, 2025	BUY	$86.93 - $109.64 $4,955 - $6,249	57 Added 1.52%	3,808 $417,000
Q1 2025 Apr 28, 2025	SELL	$96.93 - $109.51 $8,529 - $9,636	-88 Reduced 2.29%	3,751 $367,000
Q4 2024 Feb 12, 2025	SELL	$100.18 - $109.1 $14,225 - $15,492	-142 Reduced 3.57%	3,839 $402,000
Q3 2024 Oct 16, 2024	SELL	$91.37 - $101.65 $5,939 - $6,607	-65 Reduced 1.61%	3,981 $404,000
Q2 2024 Jul 17, 2024	BUY	$87.24 - $97.37 $13,783 - $15,384	158 Added 4.06%	4,046 $390,000
Q1 2024 Apr 17, 2024	SELL	$83.14 - $93.19 $4,073 - $4,566	-49 Reduced 1.24%	3,888 $362,000
Q4 2023 Jan 23, 2024	BUY	$71.95 - $85.41 $283,267 - $336,259	3,937 New	3,937 $334,000

Others Institutions Holding ESGV

# of Institutions

673

Shares Held

30.8M

Call Options Held

Put Options Held

2.8K

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About VANGUARD WORLD FD ESG U.S. STO

Ticker ESGV
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Uma Financial Services, Inc. Vanguard World Fd Esg U.S. Sto Transaction History