Mount Yale Investment Advisors, LLC Vanguard Russell 1000 Growth E Transaction History
Mount Yale Investment Advisors, LLC
- $1.21 Billion
- Q2 2025
A detailed history of Mount Yale Investment Advisors, LLC transactions in Vanguard Russell 1000 Growth E stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 7,044 shares of VONG stock, worth $848,942. This represents 0.06% of its overall portfolio holdings.
Number of Shares
7,044
Previous 7,035
0.13%
Holding current value
$848,942
Previous $652,000
17.94%
% of portfolio
0.06%
Previous 0.06%
Shares
4 transactions
Others Institutions Holding VONG
# of Institutions
847Shares Held
166MCall Options Held
5.4KPut Options Held
0-
Bank Of America Corp Charlotte, NC36.4MShares$4.39 Billion0.3% of portfolio
-
Avantax Advisory Services, Inc.10.1MShares$1.22 Billion6.29% of portfolio
-
Morgan Stanley New York, NY8.26MShares$995 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.31MShares$881 Million0.28% of portfolio
-
Tiaa Trust, National Association Charlotte, NC4.79MShares$577 Million1.37% of portfolio