Cbiz Investment Advisory Services, LLC Vanguard Information Technolog Transaction History

Cbiz Investment Advisory Services, LLC

$2.55 Billion
Q3 2025

A detailed history of Cbiz Investment Advisory Services, LLC transactions in Vanguard Information Technolog stock. As of the latest transaction made, Cbiz Investment Advisory Services, LLC holds 210 shares of VGT stock, worth $158,814. This represents 0.01% of its overall portfolio holdings.

Number of Shares

210

Previous 210 -0.0%

Holding current value

$158,814

Previous $139,000 12.23%

% of portfolio

0.01%

Previous 0.01%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Jun 03, 2025	SELL	$542.38 - $646.34 $108,476 - $129,268	-200 Reduced 48.78%	210 $113,000
Q1 2025 May 05, 2025	BUY	$542.38 - $646.34 $109,018 - $129,914	201 Added 96.17%	410 $222,000
Q3 2024 Nov 12, 2024	BUY	$514.43 - $606.85 $87,453 - $103,164	170 Added 435.9%	209 $122,000
Q2 2024 Aug 09, 2024	SELL	$479.9 - $588.82 $2,879 - $3,532	-6 Reduced 13.33%	39 $22,000
Q1 2024 May 13, 2024	BUY	$462.18 - $530.16 $20,798 - $23,857	45 New	45 $23,000

Q4 2021 Feb 11, 2022	SELL	$396.99 - $466.1 $17,864 - $20,974	-45 Closed	0 $0
Q3 2021 Nov 12, 2021	BUY	$397.41 - $429.35 $17,883 - $19,320	45 New	45 $18,000
Q1 2021 May 17, 2021	SELL	$339.41 - $380.61 $90,961 - $102,003	-268 Closed	0 $0
Q4 2019 Feb 12, 2020	BUY	$209.61 - $245.73 $56,175 - $65,855	268 New	268 $68,000

Others Institutions Holding VGT

# of Institutions

2,086

Shares Held

55.1M

Call Options Held

410K

Put Options Held

310K

View Full List

About VANGUARD INFORMATION TECHNOLOG

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Cbiz Investment Advisory Services, LLC Vanguard Information Technolog Transaction History