Uma Financial Services, Inc. Vanguard Wellington Fd Us Mult Transaction History

Uma Financial Services, Inc.

  • $487 Million
  • Q1 2024

A detailed history of Uma Financial Services, Inc. transactions in Vanguard Wellington Fd Us Mult stock. As of the latest transaction made, Uma Financial Services, Inc. holds 4,373 shares of VFMF stock, worth $532,456. This represents 0.11% of its overall portfolio holdings.

Number of Shares
4,373
Previous 4,383 0.23%
Holding current value
$532,456
Previous $503,000 10.14%
% of portfolio
0.11%
Previous 0.11%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 17, 2024
SELL
$112.07 - $126.89 $1,120 - $1,268
-10 Reduced 0.23%
4,373 $554,000
Q4 2023

Jan 23, 2024
SELL
$97.57 - $116.14 $87,910 - $104,642
-901 Reduced 17.05%
4,383 $503,000
Q3 2023

Oct 10, 2023
SELL
$101.85 - $108.9 $68,952 - $73,725
-677 Reduced 11.36%
5,284 $545,000
Q2 2023

Jul 05, 2023
SELL
$94.37 - $103.91 $31,519 - $34,705
-334 Reduced 5.31%
5,961 $619,000
Q1 2023

Apr 20, 2023
SELL
$94.65 - $105.82 $209,649 - $234,391
-2,215 Reduced 26.03%
6,295 $623,000
Q4 2022

Jan 25, 2023
SELL
$96.54 - $104.98 $1,255 - $1,364
-13 Reduced 0.15%
8,510 $0
Q3 2022

Oct 06, 2022
BUY
N/A
502 Added 6.26%
8,523 $798,000
Q2 2022

Aug 02, 2022
SELL
N/A
-1,071 Reduced 11.78%
8,021 $782,000
Q1 2022

May 05, 2022
BUY
N/A
855 Added 10.38%
9,092 $932,000
Q4 2021

Jan 11, 2022
BUY
N/A
279 Added 3.51%
8,237 $884,000
Q3 2021

Oct 19, 2021
BUY
N/A
89 Added 1.13%
7,958 $822,000
Q2 2021

Jul 23, 2021
BUY
N/A
175 Added 2.27%
7,869 $774,000
Q1 2021

Apr 06, 2021
SELL
N/A
-400 Reduced 4.94%
7,694 $762,000
Q4 2020

Feb 19, 2021
BUY
N/A
77 Added 0.96%
8,094 $742,000
Q3 2020

Nov 04, 2020
BUY
N/A
87 Added 1.1%
8,017 $582,000
Q1 2020

Apr 23, 2020
BUY
N/A
175 Added 2.26%
7,930 $467,000
Q3 2019

Nov 26, 2019
BUY
N/A
7,755 New
7,755 $617,000

Others Institutions Holding VFMF

# of Institutions
65
Shares Held
1.13M
Call Options Held
0
Put Options Held
0
View Full List

About VANGUARD WELLINGTON FD US MULT

VFMF Quotes by TradingView
  • Ticker VFMF
  • Sector ETFs
  • Industry ETFs
More about VFMF
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