Uma Financial Services, Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History

Uma Financial Services, Inc.

$648 Million
Q3 2025

A detailed history of Uma Financial Services, Inc. transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Uma Financial Services, Inc. holds 1,339 shares of VTEB stock, worth $67,311. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,339

Previous 951 40.8%

Holding current value

$67,311

Previous $46,000 45.65%

% of portfolio

0.01%

Previous 0.01%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 04, 2025	BUY	$48.5 - $50.19 $18,818 - $19,473	388 Added 40.8%	1,339 $67,000
Q2 2025 Jul 11, 2025	SELL	$48.13 - $49.85 $324,877 - $336,487	-6,750 Reduced 87.65%	951 $46,000
Q1 2025 Apr 28, 2025	BUY	$49.25 - $50.66 $11,081 - $11,398	225 Added 3.01%	7,701 $382,000
Q4 2024 Feb 12, 2025	BUY	$49.79 - $51.14 $1,593 - $1,636	32 Added 0.43%	7,476 $374,000
Q3 2024 Oct 16, 2024	SELL	$49.93 - $51.15 $20,021 - $20,511	-401 Reduced 5.11%	7,444 $380,000

Q2 2024 Jul 17, 2024	SELL	$49.55 - $50.44 $18,928 - $19,268	-382 Reduced 4.64%	7,845 $393,000
Q1 2024 Apr 17, 2024	SELL	$50.36 - $51.06 $21,302 - $21,598	-423 Reduced 4.89%	8,227 $416,000
Q4 2023 Jan 23, 2024	SELL	$47.36 - $51.14 $65,404 - $70,624	-1,381 Reduced 13.77%	8,650 $441,000
Q3 2023 Oct 10, 2023	BUY	$48.03 - $50.5 $26,608 - $27,977	554 Added 5.85%	10,031 $482,000
Q2 2023 Jul 05, 2023	BUY	$49.5 - $51.06 $4,455 - $4,595	90 Added 0.96%	9,477 $475,000
Q1 2023 Apr 20, 2023	SELL	$49.32 - $51.02 $29,542 - $30,560	-599 Reduced 6.0%	9,387 $475,000
Q4 2022 Jan 25, 2023	BUY	$47.5 - $50.06 $41,610 - $43,852	876 Added 9.62%	9,986 $0
Q3 2022 Oct 06, 2022	BUY	$48.11 - $51.14 $30,886 - $32,831	642 Added 7.58%	9,110 $442,000
Q2 2022 Aug 02, 2022	BUY	$49.13 - $51.51 $416,032 - $436,186	8,468 New	8,468 $432,000

Others Institutions Holding VTEB

# of Institutions

1,372

Shares Held

604M

Call Options Held

282K

Put Options Held

56K

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About VANGUARD MUN BD FDS TAX-EXEMPT

Ticker VTEB
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Uma Financial Services, Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History