Mount Yale Investment Advisors, LLC Vanguard Dividend Appreciation Transaction History
Mount Yale Investment Advisors, LLC
- $1.03 Billion
- Q3 2024
A detailed history of Mount Yale Investment Advisors, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 4,121 shares of VIG stock, worth $750,640. This represents 0.07% of its overall portfolio holdings.
Number of Shares
4,121
Previous 4,721
12.71%
Holding current value
$750,640
Previous $861,000
12.89%
% of portfolio
0.07%
Previous 0.07%
Shares
21 transactions
Others Institutions Holding VIG
# of Institutions
2,249Shares Held
204MCall Options Held
463KPut Options Held
229K-
Bank Of America Corp Charlotte, NC21.7MShares$3.94 Billion0.35% of portfolio
-
Morgan Stanley New York, NY11.9MShares$2.17 Billion0.17% of portfolio
-
Wells Fargo & Company San Francisco, CA10.2MShares$1.85 Billion0.46% of portfolio
-
Vanguard Group Inc Valley Forge, PA8.99MShares$1.64 Billion0.03% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX8.78MShares$1.6 Billion0.34% of portfolio