Uma Financial Services, Inc. Vanguard Wellington Fd U S Mom Transaction History

Uma Financial Services, Inc.

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 02, 2022	SELL	$105.22 - $127.46 $195,498 - $236,820	-1,858 Closed	0 $0
Q1 2022 May 05, 2022	BUY	$115.65 - $134.15 $1,850 - $2,146	16 Added 0.87%	1,858 $226,000
Q4 2021 Jan 11, 2022	BUY	$126.53 - $142.48 $885 - $997	7 Added 0.38%	1,842 $238,000
Q2 2021 Jul 23, 2021	BUY	$120.29 - $132.08 $8,781 - $9,641	73 Added 4.14%	1,835 $235,000
Q1 2021 Apr 06, 2021	SELL	$111.4 - $133.38 $16,153 - $19,340	-145 Reduced 7.6%	1,762 $223,000
Q4 2020 Feb 19, 2021	BUY	$92.68 - $115.55 $176,740 - $220,353	1,907 New	1,907 $247,000

112

2.48M

3.1K

700

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