Mount Yale Investment Advisors, LLC Vanguard Ftse Emerging Mkts Et Transaction History

Mount Yale Investment Advisors, LLC

$1.2 Billion
Q4 2024

A detailed history of Mount Yale Investment Advisors, LLC transactions in Vanguard Ftse Emerging Mkts Et stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 13,319 shares of VWO stock, worth $603,483. This represents 0.05% of its overall portfolio holdings.

Number of Shares

13,319

Previous 14,086 5.45%

Holding current value

$603,483

Previous $674,000 13.06%

% of portfolio

0.05%

Previous 0.07%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	SELL	$44.04 - $49.49 $33,778 - $37,958	-767 Reduced 5.45%	13,319 $586,000
Q3 2024 Oct 23, 2024	BUY	$41.9 - $48.26 $590,203 - $679,790	14,086 New	14,086 $674,000
Q3 2022 Nov 07, 2022	SELL	$36.49 - $42.54 $5,692 - $6,636	-156 Reduced 0.73%	21,081 $769,000
Q2 2022 Aug 02, 2022	SELL	$40.48 - $47.83 $477,380 - $564,059	-11,793 Reduced 35.7%	21,237 $885,000
Q1 2022 May 03, 2022	SELL	$42.79 - $51.23 $95,421 - $114,242	-2,230 Reduced 6.32%	33,030 $1.52 Million
Q4 2021 Feb 02, 2022	SELL	$47.81 - $52.33 $651,267 - $712,839	-13,622 Reduced 27.87%	35,260 $1.74 Million
Q3 2021 Nov 02, 2021	BUY	$49.35 - $54.02 $2.01 Million - $2.2 Million	40,639 Added 493.01%	48,882 $2.45 Million
Q1 2021 May 04, 2021	BUY	$50.34 - $56.49 $45,859 - $51,462	911 Added 12.42%	8,243 $429,000
Q4 2020 Feb 12, 2021	BUY	$43.14 - $50.24 $97,841 - $113,944	2,268 Added 44.79%	7,332 $367,000
Q3 2020 Nov 16, 2020	SELL	$40.14 - $45.14 $23,040 - $25,910	-574 Reduced 10.18%	5,064 $219,000
Q2 2020 Jul 09, 2020	SELL	$32.36 - $40.59 $66,564 - $83,493	-2,057 Reduced 26.73%	5,638 $223,000
Q1 2020 May 04, 2020	BUY	$30.46 - $45.91 $64,026 - $96,502	2,102 Added 37.58%	7,695 $258,000
Q4 2019 Feb 13, 2020	SELL	$39.79 - $44.7 $33,582 - $37,726	-844 Reduced 13.11%	5,593 $235,000
Q3 2019 Nov 14, 2019	SELL	$39.0 - $43.14 $1,950 - $2,157	-50 Reduced 0.77%	6,437 $272,000
Q2 2019 Aug 13, 2019	SELL	$39.79 - $44.01 $3,660 - $4,048	-92 Reduced 1.4%	6,487 $259,000
Q1 2019 May 15, 2019	SELL	$37.67 - $43.15 $52,172 - $59,762	-1,385 Reduced 17.39%	6,579 $280,000
Q4 2018 Feb 14, 2019	BUY	$36.68 - $41.1 $26,409 - $29,592	720 Added 9.94%	7,964 $324,000
Q2 2018 Aug 22, 2018	BUY	$41.13 - $47.04 $17,727 - $20,274	431 Added 6.33%	7,244 $306,000
Q1 2018 Jun 25, 2018	BUY	$44.96 - $50.98 $306,312 - $347,326	6,813 New	6,813 $320,000

Others Institutions Holding VWO

# of Institutions

2,430

Shares Held

1.35B

Call Options Held

2.5M

Put Options Held

1.25M

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About VANGUARD FTSE EMERGING MKTS ET

Ticker VWO
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Mount Yale Investment Advisors, LLC Vanguard Ftse Emerging Mkts Et Transaction History