Uma Financial Services, Inc. Vanguard Information Technolog Transaction History

Uma Financial Services, Inc.

$562 Million
Q1 2025

A detailed history of Uma Financial Services, Inc. transactions in Vanguard Information Technolog stock. As of the latest transaction made, Uma Financial Services, Inc. holds 4,051 shares of VGT stock, worth $2.48 Million. This represents 0.39% of its overall portfolio holdings.

Number of Shares

4,051

Previous 3,872 4.62%

Holding current value

$2.48 Million

Previous $2.41 Million 8.72%

% of portfolio

0.39%

Previous 0.42%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 28, 2025	BUY	$542.38 - $646.34 $97,086 - $115,694	179 Added 4.62%	4,051 $2.2 Million
Q4 2024 Feb 12, 2025	BUY	$571.78 - $647.97 $28,589 - $32,398	50 Added 1.31%	3,872 $2.41 Million
Q3 2024 Oct 16, 2024	BUY	$514.43 - $606.85 $38,582 - $45,513	75 Added 2.0%	3,822 $2.24 Million
Q2 2024 Jul 17, 2024	BUY	$479.9 - $588.82 $179,482 - $220,218	374 Added 11.09%	3,747 $2.16 Million
Q1 2024 Apr 17, 2024	BUY	$462.18 - $530.16 $63,780 - $73,162	138 Added 4.27%	3,373 $1.77 Million
Q4 2023 Jan 23, 2024	BUY	$399.56 - $486.79 $57,137 - $69,610	143 Added 4.62%	3,235 $1.57 Million
Q3 2023 Oct 10, 2023	SELL	$409.4 - $459.58 $81,470 - $91,456	-199 Reduced 6.05%	3,092 $1.28 Million
Q2 2023 Jul 05, 2023	SELL	$368.4 - $443.39 $2,578 - $3,103	-7 Reduced 0.21%	3,291 $1.46 Million
Q1 2023 Apr 20, 2023	SELL	$311.14 - $385.47 $311 - $385	-1 Reduced 0.03%	3,298 $1.27 Million
Q4 2022 Jan 25, 2023	SELL	$300.84 - $349.17 $5,114 - $5,935	-17 Reduced 0.51%	3,299 $0
Q3 2022 Oct 06, 2022	BUY	$307.37 - $391.03 $23,360 - $29,718	76 Added 2.35%	3,316 $1.09 Million
Q2 2022 Aug 02, 2022	BUY	$315.97 - $423.43 $44,551 - $59,703	141 Added 4.55%	3,240 $1.2 Million
Q1 2022 May 05, 2022	SELL	$366.81 - $462.0 $1.31 Million - $1.65 Million	-3,570 Reduced 53.53%	3,099 $1.2 Million
Q4 2021 Jan 11, 2022	BUY	$396.99 - $466.1 $92,101 - $108,135	232 Added 3.6%	6,669 $2.9 Million
Q3 2021 Oct 19, 2021	BUY	$397.41 - $429.35 $26,229 - $28,337	66 Added 1.04%	6,437 $2.7 Million
Q2 2021 Jul 23, 2021	BUY	$351.88 - $400.08 $59,467 - $67,613	169 Added 2.72%	6,371 $2.62 Million
Q1 2021 Apr 06, 2021	BUY	$339.41 - $380.61 $54,645 - $61,278	161 Added 2.67%	6,202 $2.31 Million
Q4 2020 Feb 19, 2021	SELL	$297.99 - $355.36 $556,347 - $663,457	-1,867 Reduced 23.61%	6,041 $2.26 Million
Q3 2020 Nov 04, 2020	BUY	$279.37 - $338.36 $30,451 - $36,881	109 Added 1.4%	7,908 $2.36 Million
Q2 2020 Aug 11, 2020	SELL	$201.88 - $278.76 $1.24 Million - $1.71 Million	-6,145 Reduced 44.07%	7,799 $2.36 Million
Q1 2020 Apr 23, 2020	BUY	$185.49 - $273.21 $61,026 - $89,886	329 Added 2.42%	13,944 $3.22 Million
Q4 2019 Jan 14, 2020	BUY	$209.61 - $245.73 $291,148 - $341,318	1,389 Added 11.36%	13,615 $3.48 Million
Q3 2019 Nov 26, 2019	BUY	$213.22 - $219.09 $2.61 Million - $2.68 Million	12,226 New	12,226 $2.88 Million

Others Institutions Holding VGT

# of Institutions

1,841

Shares Held

50.6M

Call Options Held

1.12M

Put Options Held

480K

View Full List

About VANGUARD INFORMATION TECHNOLOG

Ticker VGT
Sector ETFs
Industry ETFs

More about VGT

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Uma Financial Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Uma Financial Services, Inc. with notifications on news.

Account

Uma Financial Services, Inc. Vanguard Information Technolog Transaction History