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 $356,551. This represents 0.03% of its overall portfolio holdings.

Number of Shares

834

Previous 1,220 31.64%

Holding current value

$356,551

Previous $468,000 26.92%

% of portfolio

0.03%

Previous 0.05%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	SELL	$378.79 - $428.11 $146,212 - $165,250	-386 Reduced 31.64%	834 $342,000
Q3 2024 Oct 23, 2024	BUY	$341.08 - $391.94 $341 - $391	1 Added 0.08%	1,220 $468,000
Q2 2024 Aug 13, 2024	SELL	$322.46 - $377.11 $152,201 - $177,995	-472 Reduced 27.91%	1,219 $455,000
Q1 2024 May 15, 2024	BUY	$301.05 - $346.61 $18,063 - $20,796	60 Added 3.68%	1,691 $582,000
Q4 2023 Feb 12, 2024	BUY	$261.54 - $312.16 $57,538 - $68,675	220 Added 15.59%	1,631 $507,000
Q3 2023 Oct 11, 2023	BUY	$269.56 - $293.5 $51,755 - $56,352	192 Added 15.75%	1,411 $384,000
Q2 2023 Aug 14, 2023	BUY	$243.06 - $282.96 $26,493 - $30,842	109 Added 9.82%	1,219 $344,000
Q1 2023 May 11, 2023	SELL	$209.25 - $249.44 $48,546 - $57,870	-232 Reduced 17.29%	1,110 $276,000
Q4 2022 Feb 13, 2023	SELL	$208.44 - $233.81 $9,379 - $10,521	-45 Reduced 3.24%	1,342 $285,000
Q3 2022 Nov 07, 2022	SELL	$213.95 - $266.28 $32,092 - $39,941	-150 Reduced 9.76%	1,387 $297,000
Q2 2022 Aug 02, 2022	SELL	$214.97 - $293.87 $38,909 - $53,190	-181 Reduced 10.54%	1,537 $343,000
Q1 2022 May 03, 2022	SELL	$254.37 - $323.09 $28,489 - $36,186	-112 Reduced 6.12%	1,718 $494,000
Q4 2021 Feb 02, 2022	BUY	$287.0 - $325.67 $67,158 - $76,206	234 Added 14.66%	1,830 $587,000
Q3 2021 Nov 02, 2021	SELL	$286.49 - $308.98 $29,794 - $32,133	-104 Reduced 6.12%	1,596 $463,000
Q1 2021 May 04, 2021	BUY	$243.15 - $268.9 $413,355 - $457,129	1,700 New	1,700 $437,000

Others Institutions Holding VUG

# of Institutions

2,631

Shares Held

260M

Call Options Held

263K

Put Options Held

253K

View Full List

About VANGUARD GROWTH ETF

Ticker VUG
Sector ETFs
Industry ETFs

More about VUG

Track This Portfolio

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.

Account

Mount Yale Investment Advisors, LLC Vanguard Growth ETF Transaction History