Uma Financial Services, Inc. Vanguard Ftse Emerging Mkts Et Transaction History

Uma Financial Services, Inc.

$573 Million
Q4 2024

A detailed history of Uma Financial Services, Inc. transactions in Vanguard Ftse Emerging Mkts Et stock. As of the latest transaction made, Uma Financial Services, Inc. holds 3,598 shares of VWO stock, worth $165,076. This represents 0.03% of its overall portfolio holdings.

Number of Shares

3,598

Holding current value

$165,076

% of portfolio

0.03%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 12, 2025	BUY	$44.04 - $49.49 $158,455 - $178,065	3,598 New	3,598 $158,000
Q1 2024 Apr 17, 2024	SELL	$39.04 - $42.23 $53,523 - $57,897	-1,371 Reduced 21.14%	5,113 $213,000
Q4 2023 Jan 23, 2024	SELL	$37.74 - $41.31 $60,799 - $66,550	-1,611 Reduced 19.9%	6,484 $266,000
Q3 2023 Oct 10, 2023	BUY	$39.04 - $43.07 $1,834 - $2,024	47 Added 0.58%	8,095 $317,000
Q2 2023 Jul 05, 2023	BUY	$39.05 - $42.09 $54,982 - $59,262	1,408 Added 21.2%	8,048 $327,000
Q1 2023 Apr 20, 2023	SELL	$38.45 - $43.18 $16,610 - $18,653	-432 Reduced 6.11%	6,640 $268,000
Q4 2022 Jan 25, 2023	SELL	$35.32 - $40.67 $5,333 - $6,141	-151 Reduced 2.09%	7,072 $0
Q3 2022 Oct 06, 2022	BUY	$36.49 - $42.54 $6,203 - $7,231	170 Added 2.41%	7,223 $276,000
Q2 2022 Aug 02, 2022	SELL	$40.48 - $47.83 $83,874 - $99,103	-2,072 Reduced 22.71%	7,053 $290,000
Q1 2022 May 05, 2022	BUY	$42.79 - $51.23 $62,516 - $74,847	1,461 Added 19.06%	9,125 $403,000
Q4 2021 Jan 11, 2022	BUY	$47.81 - $52.33 $6,549 - $7,169	137 Added 1.82%	7,664 $379,000
Q3 2021 Oct 19, 2021	BUY	$49.35 - $54.02 $13,373 - $14,639	271 Added 3.73%	7,527 $390,000
Q2 2021 Jul 23, 2021	BUY	$50.96 - $55.14 $5,605 - $6,065	110 Added 1.54%	7,256 $383,000
Q1 2021 Apr 06, 2021	SELL	$50.34 - $56.49 $10,017 - $11,241	-199 Reduced 2.71%	7,146 $376,000
Q4 2020 Feb 19, 2021	SELL	$43.14 - $50.24 $10,698 - $12,459	-248 Reduced 3.27%	7,345 $410,000
Q3 2020 Nov 04, 2020	BUY	$40.14 - $45.14 $38,012 - $42,747	947 Added 14.25%	7,593 $337,000
Q2 2020 Aug 11, 2020	SELL	$32.36 - $40.59 $20,225 - $25,368	-625 Reduced 8.6%	6,646 $289,000
Q1 2020 Apr 23, 2020	BUY	$30.46 - $45.91 $7,371 - $11,110	242 Added 3.44%	7,271 $257,000
Q4 2019 Jan 14, 2020	BUY	$39.79 - $44.7 $397 - $447	10 Added 0.14%	7,029 $323,000
Q3 2019 Nov 26, 2019	BUY	$39.0 - $43.14 $273,741 - $302,799	7,019 New	7,019 $299,000

Others Institutions Holding VWO

# of Institutions

2,389

Shares Held

1.32B

Call Options Held

2.59M

Put Options Held

1.26M

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About VANGUARD FTSE EMERGING MKTS ET

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Uma Financial Services, Inc. Vanguard Ftse Emerging Mkts Et Transaction History