Mount Yale Investment Advisors, LLC Vanguard Growth 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 Growth ETF stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 834 shares of VUG stock, worth $349,938. This represents 0.03% of its overall portfolio holdings.
Number of Shares
834
Previous 1,220
31.64%
Holding current value
$349,938
Previous $468,000
26.92%
% of portfolio
0.03%
Previous 0.05%
Shares
15 transactions
Others Institutions Holding VUG
# of Institutions
2,488Shares Held
248MCall Options Held
238KPut Options Held
155K-
Bank Of America Corp Charlotte, NC43.8MShares$18.4 Billion1.42% of portfolio
-
Jones Financial Companies Lllp23.1MShares$9.71 Billion9.12% of portfolio
-
Morgan Stanley New York, NY13.8MShares$5.79 Billion0.39% of portfolio
-
Envestnet Asset Management Inc8.27MShares$3.47 Billion1.05% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA8.08MShares$3.39 Billion6.36% of portfolio