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

Uma Financial Services, Inc.

$514 Million
Q2 2024

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 7,845 shares of VTEB stock, worth $395,466. This represents 0.08% of its overall portfolio holdings.

Number of Shares

7,845

Previous 8,227 4.64%

Holding current value

$395,466

Previous $416,000 5.53%

% of portfolio

0.08%

Previous 0.09%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$47.61 - $50.06 $41,706 - $43,852	876 Added 9.62%	9,986 $0
Q3 2022 Oct 06, 2022	BUY	N/A	642 Added 7.58%	9,110 $442,000
Q2 2022 Aug 02, 2022	BUY	N/A	8,468 New	8,468 $432,000

Others Institutions Holding VTEB

# of Institutions

1,102

Shares Held

486M

Call Options Held

26.8K

Put Options Held

52.1K

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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