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
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 23, 2024
SELL
$182.15 - $182.15 $109,290 - $109,290
-600 Reduced 12.71%
4,121 $750,000
Q2 2024

Aug 13, 2024
SELL
$173.33 - $185.29 $188,583 - $201,595
-1,088 Reduced 18.73%
4,721 $861,000
Q1 2024

May 15, 2024
SELL
$168.47 - $182.98 $128,374 - $139,430
-762 Reduced 11.6%
5,809 $1.06 Million
Q4 2023

Feb 12, 2024
BUY
$150.16 - $171.16 $74,028 - $84,381
493 Added 8.11%
6,571 $1.12 Million
Q2 2023

Aug 14, 2023
BUY
$152.74 - $162.43 $3,207 - $3,411
21 Added 0.35%
6,078 $987,000
Q4 2022

Feb 13, 2023
SELL
$144.84 - $158.71 $5,214 - $5,713
-36 Reduced 0.59%
6,057 $919,000
Q3 2022

Nov 07, 2022
SELL
N/A
-167 Reduced 2.67%
6,093 $824,000
Q2 2022

Aug 02, 2022
BUY
N/A
32 Added 0.51%
6,260 $898,000
Q1 2022

May 03, 2022
BUY
N/A
2 Added 0.03%
6,228 $1.01 Million
Q4 2021

Feb 02, 2022
BUY
N/A
388 Added 6.65%
6,226 $1.07 Million
Q3 2021

Nov 02, 2021
BUY
N/A
338 Added 6.15%
5,838 $897,000
Q2 2021

Aug 04, 2021
SELL
N/A
-100 Reduced 1.79%
5,500 $851,000
Q1 2021

May 04, 2021
BUY
N/A
5,600 New
5,600 $824,000
Q4 2020

Feb 12, 2021
SELL
N/A
-2,093 Closed
0 $0
Q3 2020

Nov 16, 2020
SELL
N/A
-539 Reduced 20.48%
2,093 $269,000
Q2 2020

Jul 09, 2020
BUY
N/A
532 Added 25.33%
2,632 $308,000
Q1 2020

May 04, 2020
BUY
N/A
7 Added 0.33%
2,100 $217,000
Q4 2018

Feb 14, 2019
SELL
N/A
-196 Reduced 8.56%
2,093 $220,000
Q3 2018

Nov 13, 2018
SELL
N/A
-2,532 Reduced 52.52%
2,289 $248,000
Q2 2018

Aug 22, 2018
SELL
N/A
-198 Reduced 3.95%
4,821 $490,000
Q1 2018

Jun 25, 2018
BUY
N/A
5,019 New
5,019 $507,000

Others Institutions Holding VIG

# of Institutions
2,268
Shares Held
198M
Call Options Held
552K
Put Options Held
347K
View Full List

About VANGUARD DIVIDEND APPRECIATION

VIG Quotes by TradingView
  • Ticker VIG
  • Sector ETFs
  • Industry ETFs
More about VIG
Track This Portfolio

Track Mount Yale Investment Advisors, LLC Portfolio

Follow Mount Yale Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mount Yale Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mount Yale Investment Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email