A detailed history of Uma Financial Services, Inc. transactions in Vanguard Large Cap ETF stock. As of the latest transaction made, Uma Financial Services, Inc. holds 4,454 shares of VV stock, worth $1.12 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares
4,454
Previous 4,309 3.37%
Holding current value
$1.12 Million
Previous $1.03 Million 7.55%
% of portfolio
0.22%
Previous 0.21%

Shares

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

Jul 17, 2024

BUY
$227.27 - $251.65 $32,954 - $36,489
145 Added 3.37%
4,454 $1.11 Million
Q1 2024

Apr 17, 2024

SELL
$214.62 - $240.49 $1,502 - $1,683
-7 Reduced 0.16%
4,309 $1.03 Million
Q4 2023

Jan 23, 2024

BUY
$188.0 - $219.17 $13,724 - $15,999
73 Added 1.72%
4,316 $941,000
Q2 2023

Jul 05, 2023

BUY
$184.38 - $202.72 $1,843 - $2,027
10 Added 0.24%
4,243 $860,000
Q1 2023

Apr 20, 2023

SELL
$172.79 - $190.36 $10,885 - $11,992
-63 Reduced 1.47%
4,233 $790,000
Q4 2022

Jan 25, 2023

BUY
$170.57 - $185.93 $1,364 - $1,487
8 Added 0.19%
4,296 $0
Q3 2022

Oct 06, 2022

BUY
N/A
1 Added 0.02%
4,288 $740,000
Q2 2022

Aug 02, 2022

BUY
N/A
3 Added 0.07%
4,287 $805,000
Q1 2022

May 05, 2022

SELL
N/A
-154 Reduced 3.47%
4,284 $843,000
Q2 2021

Jul 23, 2021

BUY
N/A
1 Added 0.02%
4,438 $906,000
Q4 2020

Feb 19, 2021

BUY
N/A
134 Added 3.11%
4,437 $818,000
Q3 2020

Nov 04, 2020

SELL
N/A
-14 Reduced 0.32%
4,303 $663,000
Q2 2020

Aug 11, 2020

BUY
N/A
468 Added 12.16%
4,317 $672,000
Q1 2020

Apr 23, 2020

BUY
N/A
629 Added 19.53%
3,849 $495,000
Q3 2019

Nov 26, 2019

BUY
N/A
3,220 New
3,220 $464,000

Others Institutions Holding VV

About VANGUARD LARGE-CAP ETF


  • Ticker VV
  • Sector ETFs
  • Industry ETFs
More about VV
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