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

Uma Financial Services, Inc.

  • $573 Million
  • Q4 2024

A detailed history of Uma Financial Services, Inc. transactions in Vanguard Wellington Fd U S Mom stock. As of the latest transaction made, Uma Financial Services, Inc. holds 28 shares of VFMO stock, worth $4,677. This represents 0.0% of its overall portfolio holdings.

Number of Shares
28
Holding current value
$4,677
% of portfolio
0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 12, 2025
BUY
$159.11 - $178.39 $4,455 - $4,994
28 New
28 $4,000
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

Others Institutions Holding VFMO

# of Institutions
131
Shares Held
2.53M
Call Options Held
0
Put Options Held
0
View Full List

About VANGUARD WELLINGTON FD U S MOM

VFMO Quotes by TradingView
  • Ticker VFMO
  • Sector ETFs
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More about VFMO
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