Uma Financial Services, Inc. Vanguard Information Technolog Transaction History

Uma Financial Services, Inc.

$648 Million
Q3 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 4,997 shares of VGT stock, worth $3.78 Million. This represents 0.58% of its overall portfolio holdings.

Number of Shares

4,997

Previous 4,497 11.12%

Holding current value

$3.78 Million

Previous $2.98 Million 25.08%

% of portfolio

0.58%

Previous 0.5%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 04, 2025	BUY	$656.44 - $753.15 $328,220 - $376,575	500 Added 11.12%	4,997 $3.73 Million
Q2 2025 Jul 11, 2025	BUY	$470.37 - $663.28 $209,785 - $295,822	446 Added 11.01%	4,497 $2.98 Million
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

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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Uma Financial Services, Inc. Vanguard Information Technolog Transaction History