Vanguard Information Technology ETF shares owned by UMA Financial Services
Quarter-by-quarter ownership of Vanguard Information Technology ETF (VGT) shares owned by UMA Financial Services
from 13F filings
Historical chart of UMA Financial Services investment in Vanguard Information Technology ETF
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Quarterly reported holdings in Vanguard Information Technology ETF by UMA Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.3M | 3.8k | 596.98 |
| 2024-06-30 | $2.3M | 3.7k | 604.51 |
| 2024-03-31 | $1.7M | 3.4k | 505.23 |
| 2023-12-31 | $1.6M | 3.2k | 502.88 |
| 2023-09-30 | $1.3M | 3.1k | 426.10 |
| 2023-06-30 | $1.5M | 3.3k | 441.43 |
| 2023-03-31 | $1.3M | 3.3k | 382.05 |
| 2022-12-31 | $1.1M | 3.3k | 345.62 |
| 2022-09-30 | $1.1M | 3.3k | 329.01 |
| 2022-06-30 | $1.2M | 3.2k | 369.44 |
| 2022-03-31 | $1.2M | 3.1k | 386.58 |
| 2021-12-31 | $2.9M | 6.7k | 434.85 |
| 2021-09-30 | $2.7M | 6.4k | 419.92 |
| 2021-06-30 | $2.6M | 6.4k | 410.61 |
| 2021-03-31 | $2.3M | 6.2k | 372.46 |
| 2020-12-31 | $2.3M | 6.0k | 373.45 |
| 2020-09-30 | $2.4M | 7.9k | 298.56 |
| 2020-06-30 | $2.4M | 7.8k | 302.22 |
| 2020-03-31 | $3.2M | 14k | 230.57 |
| 2019-12-31 | $3.5M | 14k | 255.75 |
| 2019-09-30 | $2.9M | 12k | 235.56 |
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