Uma Financial Services, Inc. Vanguard Total World Stk Index Transaction History

Uma Financial Services, Inc.

  • $601 Million
  • Q2 2025

A detailed history of Uma Financial Services, Inc. transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Uma Financial Services, Inc. holds 33 shares of VT stock, worth $4,602. This represents 0.0% of its overall portfolio holdings.

Number of Shares
33
Previous 172 80.81%
Holding current value
$4,602
Previous $19,000 78.95%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 11, 2025
SELL
$103.16 - $128.52 $14,339 - $17,864
-139 Reduced 80.81%
33 $4,000
Q4 2024

Feb 12, 2025
BUY
$117.09 - $123.07 $20,139 - $21,168
172 New
172 $20,000

Others Institutions Holding VT

# of Institutions
1,146
Shares Held
112M
Call Options Held
314K
Put Options Held
91K
View Full List

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