Mount Yale Investment Advisors, LLC Vanguard Value ETF Transaction History
Mount Yale Investment Advisors, LLC
- $1.2 Billion
- Q4 2024
A detailed history of Mount Yale Investment Advisors, LLC transactions in Vanguard Value ETF stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 1,895 shares of VTV stock, worth $323,722. This represents 0.03% of its overall portfolio holdings.
Number of Shares
1,895
Previous 2,393
20.81%
Holding current value
$323,722
Previous $417,000
23.26%
% of portfolio
0.03%
Previous 0.04%
Shares
4 transactions
Others Institutions Holding VTV
# of Institutions
2,554Shares Held
546MCall Options Held
539KPut Options Held
93.6K-
Bank Of America Corp Charlotte, NC120MShares$20.5 Billion1.74% of portfolio
-
Jones Financial Companies Lllp53.9MShares$9.2 Billion8.7% of portfolio
-
Morgan Stanley New York, NY30.9MShares$5.27 Billion0.38% of portfolio
-
Envestnet Asset Management Inc20.1MShares$3.43 Billion1.13% of portfolio
-
Ubs Group Ag13.2MShares$2.26 Billion0.42% of portfolio