A detailed history of Uma Financial Services, Inc. transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Uma Financial Services, Inc. holds 949 shares of VO stock, worth $239,091. This represents 0.04% of its overall portfolio holdings.

Number of Shares
949
Previous 1,102 13.88%
Holding current value
$239,091
Previous $275,000 16.73%
% of portfolio
0.04%
Previous 0.06%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 17, 2024

SELL
$234.99 - $248.98 $35,953 - $38,093
-153 Reduced 13.88%
949 $229,000
Q1 2024

Apr 17, 2024

BUY
$225.86 - $249.86 $451 - $499
2 Added 0.18%
1,102 $275,000
Q4 2023

Jan 23, 2024

SELL
$195.66 - $233.95 $39,132 - $46,790
-200 Reduced 15.38%
1,100 $255,000
Q3 2023

Oct 10, 2023

BUY
$206.6 - $228.23 $29,957 - $33,093
145 Added 12.55%
1,300 $270,000
Q2 2023

Jul 05, 2023

BUY
$203.43 - $220.16 $1,627 - $1,761
8 Added 0.7%
1,155 $254,000
Q1 2023

Apr 20, 2023

SELL
$200.2 - $225.98 $4,404 - $4,971
-22 Reduced 1.88%
1,147 $241,000
Q4 2022

Jan 25, 2023

BUY
$199.06 - $217.26 $2,786 - $3,041
14 Added 1.21%
1,169 $0
Q3 2022

Oct 06, 2022

BUY
N/A
3 Added 0.26%
1,155 $230,000
Q2 2022

Aug 02, 2022

SELL
N/A
-209 Reduced 15.36%
1,152 $248,000
Q1 2022

May 05, 2022

SELL
N/A
-56 Reduced 3.95%
1,361 $309,000
Q4 2021

Jan 11, 2022

BUY
N/A
8 Added 0.57%
1,417 $349,000
Q3 2021

Oct 19, 2021

BUY
N/A
2 Added 0.14%
1,409 $349,000
Q2 2021

Jul 23, 2021

BUY
N/A
7 Added 0.5%
1,407 $334,000
Q1 2021

Apr 06, 2021

BUY
N/A
1 Added 0.07%
1,400 $316,000
Q4 2020

Feb 19, 2021

BUY
N/A
5 Added 0.36%
1,399 $309,000
Q3 2020

Nov 04, 2020

SELL
N/A
-14 Reduced 0.99%
1,394 $250,000
Q2 2020

Aug 11, 2020

SELL
N/A
-21 Reduced 1.47%
1,408 $250,000
Q1 2020

Apr 23, 2020

BUY
N/A
262 Added 22.45%
1,429 $205,000
Q4 2019

Jan 14, 2020

BUY
N/A
4 Added 0.34%
1,167 $211,000
Q3 2019

Nov 26, 2019

BUY
N/A
1,163 New
1,163 $203,000

Others Institutions Holding VO

About VANGUARD MID-CAP ETF


  • Ticker VO
  • Sector ETFs
  • Industry ETFs
More about VO
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