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

Mount Yale Investment Advisors, LLC

$1.25 Billion
Q2 2024

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

2,222

Shares Held

1.28B

Call Options Held

1.31M

Put Options Held

1.74M

Bank Of America Corp Charlotte, NC

96.3M
Shares

$4.57 Billion
0.38% of portfolio
Vanguard Group Inc Valley Forge, PA

61.8M
Shares

$2.93 Billion
0.05% of portfolio
Betterment LLC New York, NY

58.6M
Shares

$2.78 Billion
6.65% of portfolio
Northwestern Mutual Wealth Management CO

58.2M
Shares

$2.76 Billion
2.52% of portfolio
Morgan Stanley New York, NY

45.1M
Shares

$2.14 Billion
0.16% of portfolio

View Full List

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