Uma Financial Services, Inc. Vanguard Wellington Fd Transaction History
Uma Financial Services, Inc.
- $601 Million
- Q2 2025
A detailed history of Uma Financial Services, Inc. transactions in Vanguard Wellington Fd stock. As of the latest transaction made, Uma Financial Services, Inc. holds 270 shares of VFMV stock, worth $35,094. This represents 0.01% of its overall portfolio holdings.
Number of Shares
270
Previous 270
-0.0%
Holding current value
$35,094
Previous $34,000
-0.0%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding VFMV
# of Institutions
74Shares Held
1.18MCall Options Held
0Put Options Held
0-
Anderson Hoagland & CO177KShares$23 Million2.12% of portfolio
-
Foundations Investment Advisors, LLC140KShares$18.2 Million0.3% of portfolio
-
Lpl Financial LLC Fort Mill, SC95.6KShares$12.4 Million0.0% of portfolio
-
Sequoia Financial Advisors, LLC74.5KShares$9.68 Million0.07% of portfolio
-
Martin Worley Group Cottonwood Heights, UT72.4KShares$9.41 Million5.07% of portfolio