Uptown Financial Advisors LLC Vanguard Information Technolog Transaction History

Uptown Financial Advisors LLC

  • $121 Billion
  • Q3 2025

A detailed history of Uptown Financial Advisors LLC transactions in Vanguard Information Technolog stock. As of the latest transaction made, Uptown Financial Advisors LLC holds 485 shares of VGT stock, worth $363,977. This represents 0.3% of its overall portfolio holdings.

Number of Shares
485
Previous 480 1.04%
Holding current value
$363,977
Previous $318 Million 13.74%
% of portfolio
0.3%
Previous 0.27%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 15, 2025
BUY
$656.44 - $753.15 $3,282 - $3,765
5 Added 1.04%
485 $362 Million
Q2 2025

Jul 10, 2025
BUY
$470.37 - $663.28 $4,703 - $6,632
10 Added 2.13%
480 $318 Million
Q4 2024

Apr 29, 2025
BUY
$571.78 - $647.97 $268,736 - $304,545
470 New
470 $292 Million

Others Institutions Holding VGT

# of Institutions
2,025
Shares Held
55.2M
Call Options Held
877K
Put Options Held
443K
View Full List

About VANGUARD INFORMATION TECHNOLOG

VGT Quotes by TradingView
  • Ticker VGT
  • Sector ETFs
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More about VGT
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