Uma Financial Services, Inc. Vanguard Index Fds S&P 500 ETF Transaction History

Uma Financial Services, Inc.

$562 Million
Q1 2025

A detailed history of Uma Financial Services, Inc. transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Uma Financial Services, Inc. holds 4,854 shares of VOO stock, worth $2.62 Million. This represents 0.44% of its overall portfolio holdings.

Number of Shares

4,854

Previous 4,743 2.34%

Holding current value

$2.62 Million

Previous $2.56 Million 2.39%

% of portfolio

0.44%

Previous 0.45%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 28, 2025	BUY	$507.05 - $563.67 $56,282 - $62,567	111 Added 2.34%	4,854 $2.49 Million
Q4 2024 Feb 12, 2025	BUY	$521.84 - $558.82 $611,074 - $654,378	1,171 Added 32.78%	4,743 $2.56 Million
Q3 2024 Oct 16, 2024	BUY	$475.2 - $527.7 $297,475 - $330,340	626 Added 21.25%	3,572 $1.88 Million
Q2 2024 Jul 17, 2024	BUY	$455.1 - $504.28 $92,385 - $102,368	203 Added 7.4%	2,946 $1.47 Million
Q1 2024 Apr 17, 2024	BUY	$429.43 - $481.35 $21,471 - $24,067	50 Added 1.86%	2,743 $1.32 Million
Q4 2023 Jan 23, 2024	SELL	$377.32 - $438.19 $253,181 - $294,025	-671 Reduced 19.95%	2,693 $1.18 Million
Q3 2023 Oct 10, 2023	BUY	$392.7 - $420.68 $1,963 - $2,103	5 Added 0.15%	3,364 $1.32 Million
Q2 2023 Jul 05, 2023	SELL	$371.44 - $407.28 $81,716 - $89,601	-220 Reduced 6.15%	3,359 $1.37 Million
Q1 2023 Apr 20, 2023	SELL	$348.66 - $382.94 $10,111 - $11,105	-29 Reduced 0.8%	3,579 $1.35 Million
Q4 2022 Jan 25, 2023	BUY	$327.64 - $374.54 $52,750 - $60,300	161 Added 4.67%	3,608 $0
Q3 2022 Oct 06, 2022	BUY	$328.3 - $395.04 $2,954 - $3,555	9 Added 0.26%	3,447 $1.2 Million
Q2 2022 Aug 02, 2022	SELL	$337.07 - $419.85 $449,314 - $559,660	-1,333 Reduced 27.94%	3,438 $1.3 Million
Q1 2022 May 05, 2022	BUY	$382.7 - $439.25 $1,913 - $2,196	5 Added 0.1%	4,771 $1.88 Million
Q4 2021 Jan 11, 2022	BUY	$394.21 - $439.01 $2,759 - $3,073	7 Added 0.15%	4,766 $2.04 Million
Q3 2021 Oct 19, 2021	BUY	$390.68 - $416.73 $82,042 - $87,513	210 Added 4.62%	4,759 $1.95 Million
Q2 2021 Jul 23, 2021	SELL	$368.16 - $394.32 $22,825 - $24,447	-62 Reduced 1.34%	4,549 $1.82 Million
Q1 2021 Apr 06, 2021	BUY	$339.03 - $365.24 $69,501 - $74,874	205 Added 4.65%	4,611 $1.72 Million
Q4 2020 Feb 19, 2021	SELL	$299.82 - $343.69 $155,606 - $178,375	-519 Reduced 10.54%	4,406 $1.58 Million
Q3 2020 Nov 04, 2020	SELL	$285.37 - $328.74 $140,687 - $162,068	-493 Reduced 9.1%	4,925 $1.49 Million
Q2 2020 Aug 11, 2020	SELL	$226.15 - $297.17 $191,322 - $251,405	-846 Reduced 13.51%	5,418 $1.67 Million
Q1 2020 Apr 23, 2020	SELL	$204.27 - $310.92 $215,300 - $327,709	-1,054 Reduced 14.4%	6,264 $1.61 Million
Q4 2019 Jan 14, 2020	SELL	$264.57 - $296.67 $25,927 - $29,073	-98 Reduced 1.32%	7,318 $2.2 Million
Q3 2019 Nov 26, 2019	BUY	$260.57 - $277.38 $1.93 Million - $2.06 Million	7,416 New	7,416 $2.13 Million

Others Institutions Holding VOO

# of Institutions

3,636

Shares Held

526M

Call Options Held

2.1M

Put Options Held

1.61M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

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Uma Financial Services, Inc. Vanguard Index Fds S&P 500 ETF Transaction History