Wmg Financial Advisors, LLC Vanguard Information Technolog Transaction History

Wmg Financial Advisors, LLC

$273 Million
Q3 2025

A detailed history of Wmg Financial Advisors, LLC transactions in Vanguard Information Technolog stock. As of the latest transaction made, Wmg Financial Advisors, LLC holds 4,799 shares of VGT stock, worth $3.63 Million. This represents 1.31% of its overall portfolio holdings.

Number of Shares

4,799

Previous 3,420 40.32%

Holding current value

$3.63 Million

Previous $2.27 Million 57.98%

% of portfolio

1.31%

Previous 0.92%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	BUY	$656.44 - $753.15 $905,230 - $1.04 Million	1,379 Added 40.32%	4,799 $3.58 Million
Q2 2025 Jul 24, 2025	BUY	$470.37 - $663.28 $17,403 - $24,541	37 Added 1.09%	3,420 $2.27 Million
Q1 2025 May 06, 2025	BUY	$542.38 - $646.34 $93,831 - $111,816	173 Added 5.39%	3,383 $1.83 Million
Q4 2024 Feb 06, 2025	BUY	$571.78 - $647.97 $432,265 - $489,865	756 Added 30.81%	3,210 $2 Million
Q3 2024 Oct 31, 2024	SELL	$514.43 - $606.85 $41,668 - $49,154	-81 Reduced 3.2%	2,454 $1.44 Million

Q2 2024 Jul 30, 2024	BUY	$479.9 - $588.82 $10,557 - $12,954	22 Added 0.88%	2,535 $1.46 Million
Q1 2024 May 07, 2024	BUY	$462.18 - $530.16 $182,561 - $209,413	395 Added 18.65%	2,513 $1.32 Million
Q4 2023 Feb 08, 2024	BUY	$399.56 - $486.79 $99,890 - $121,697	250 Added 13.38%	2,118 $1.03 Million
Q2 2023 Aug 03, 2023	BUY	$368.4 - $443.39 $190,831 - $229,676	518 Added 38.37%	1,868 $825,000
Q1 2023 Apr 18, 2023	SELL	$311.14 - $385.47 $775,049 - $960,205	-2,491 Reduced 64.85%	1,350 $520,000
Q4 2022 Feb 10, 2023	BUY	$300.84 - $349.17 $98,073 - $113,829	326 Added 9.27%	3,841 $1.23 Million
Q3 2022 Oct 18, 2022	BUY	$307.37 - $391.03 $476,730 - $606,487	1,551 Added 78.97%	3,515 $1.09 Million
Q2 2022 Aug 08, 2022	BUY	$315.97 - $423.43 $380,743 - $510,233	1,205 Added 158.76%	1,964 $643,000
Q1 2022 Apr 18, 2022	BUY	$366.81 - $462.0 $112,977 - $142,296	308 Added 68.29%	759 $316,000
Q4 2021 Feb 14, 2022	BUY	$396.99 - $466.1 $179,042 - $210,211	451 New	451 $206,000

Others Institutions Holding VGT

# of Institutions

2,086

Shares Held

55.2M

Call Options Held

410K

Put Options Held

310K

View Full List

About VANGUARD INFORMATION TECHNOLOG

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Wmg Financial Advisors, LLC Vanguard Information Technolog Transaction History