Mount Yale Investment Advisors, LLC Vanguard Information Technolog Transaction History

Mount Yale Investment Advisors, LLC

  • $1.21 Billion
  • Q2 2025

A detailed history of Mount Yale Investment Advisors, LLC transactions in Vanguard Information Technolog stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 1,061 shares of VGT stock, worth $796,248. This represents 0.06% of its overall portfolio holdings.

Number of Shares
1,061
Previous 1,084 2.12%
Holding current value
$796,248
Previous $588,000 19.56%
% of portfolio
0.06%
Previous 0.05%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 12, 2025
SELL
$470.37 - $663.28 $10,818 - $15,255
-23 Reduced 2.12%
1,061 $703,000
Q1 2025

Apr 16, 2025
SELL
$542.38 - $646.34 $1,627 - $1,939
-3 Reduced 0.28%
1,084 $588,000
Q4 2024

Jan 22, 2025
BUY
$571.78 - $647.97 $34,306 - $38,878
60 Added 5.84%
1,087 $675,000
Q3 2024

Oct 23, 2024
BUY
$514.43 - $606.85 $528,319 - $623,234
1,027 New
1,027 $602,000

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

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  • Sector ETFs
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More about VGT
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