Uma Financial Services, Inc. Vanguard Small Cap Value ETF Transaction History
Uma Financial Services, Inc.
- $514 Million
- Q2 2024
A detailed history of Uma Financial Services, Inc. transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Uma Financial Services, Inc. holds 4,880 shares of VBR stock, worth $934,959. This represents 0.17% of its overall portfolio holdings.
Number of Shares
4,880
Previous 4,879
0.02%
Holding current value
$934,959
Previous $936,000
4.91%
% of portfolio
0.17%
Previous 0.19%
Shares
18 transactions
Others Institutions Holding VBR
# of Institutions
1,442Shares Held
89.2MCall Options Held
62.7KPut Options Held
14.7K-
Bank Of America Corp Charlotte, NC15.8MShares$3.02 Billion0.29% of portfolio
-
Betterment LLC New York, NY4.26MShares$816 Million2.2% of portfolio
-
Morgan Stanley New York, NY4.16MShares$798 Million0.06% of portfolio
-
Assetmark, Inc3.53MShares$677 Million2.22% of portfolio
-
Jones Financial Companies Lllp3.04MShares$582 Million0.79% of portfolio