Mount Yale Investment Advisors, LLC Vanguard Whitehall Fds (Vangua Transaction History

Mount Yale Investment Advisors, LLC

$1.2 Billion
Q4 2024

A detailed history of Mount Yale Investment Advisors, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 68,946 shares of VYM stock, worth $9.22 Million. This represents 0.73% of its overall portfolio holdings.

Number of Shares

68,946

Previous 66,893 3.07%

Holding current value

$9.22 Million

Previous $8.58 Million 2.58%

% of portfolio

0.73%

Previous 0.83%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$126.68 - $134.74 $260,074 - $276,621	2,053 Added 3.07%	68,946 $8.8 Million
Q3 2024 Oct 23, 2024	SELL	$117.9 - $128.2 $58,714 - $63,843	-498 Reduced 0.74%	66,893 $8.58 Million
Q2 2024 Aug 13, 2024	BUY	$114.71 - $121.51 $20,877 - $22,114	182 Added 0.27%	67,391 $7.99 Million
Q1 2024 May 15, 2024	BUY	$109.98 - $120.99 $46,081 - $50,694	419 Added 0.63%	67,209 $8.13 Million
Q4 2023 Feb 12, 2024	BUY	$98.71 - $111.84 $393,951 - $446,353	3,991 Added 6.36%	66,790 $7.46 Million
Q3 2023 Oct 11, 2023	SELL	$103.32 - $110.34 $256,440 - $273,863	-2,482 Reduced 3.8%	62,799 $6.49 Million
Q2 2023 Aug 14, 2023	BUY	$101.36 - $107.68 $46,524 - $49,425	459 Added 0.71%	65,281 $6.92 Million
Q1 2023 May 11, 2023	BUY	$100.82 - $111.44 $398,541 - $440,522	3,953 Added 6.49%	64,822 $6.84 Million
Q4 2022 Feb 13, 2023	BUY	$96.14 - $113.15 $195,933 - $230,599	2,038 Added 3.46%	60,869 $6.59 Million
Q3 2022 Nov 07, 2022	BUY	$94.88 - $110.28 $190,424 - $221,331	2,007 Added 3.53%	58,831 $5.58 Million
Q2 2022 Aug 02, 2022	BUY	$99.2 - $114.57 $235,798 - $272,332	2,377 Added 4.37%	56,824 $5.78 Million
Q1 2022 May 03, 2022	SELL	$107.24 - $115.01 $493,732 - $529,506	-4,604 Reduced 7.8%	54,447 $6.11 Million
Q4 2021 Feb 02, 2022	BUY	$104.33 - $112.16 $120,814 - $129,881	1,158 Added 2.0%	59,051 $6.62 Million
Q3 2021 Nov 02, 2021	SELL	$102.3 - $108.36 $361,630 - $383,052	-3,535 Reduced 5.75%	57,893 $5.98 Million
Q2 2021 Aug 04, 2021	SELL	$101.6 - $107.95 $107,492 - $114,211	-1,058 Reduced 1.69%	61,428 $6.44 Million
Q1 2021 May 04, 2021	SELL	$90.4 - $101.83 $7,051 - $7,942	-78 Reduced 0.12%	62,486 $6.32 Million
Q4 2020 Feb 12, 2021	SELL	$78.88 - $92.1 $413,094 - $482,327	-5,237 Reduced 7.72%	62,564 $5.73 Million
Q3 2020 Nov 16, 2020	SELL	$77.57 - $85.18 $209,671 - $230,241	-2,703 Reduced 3.83%	67,801 $5.49 Million
Q2 2020 Jul 09, 2020	BUY	$67.79 - $86.78 $618,041 - $791,173	9,117 Added 14.85%	70,504 $5.55 Million
Q1 2020 May 04, 2020	SELL	$60.97 - $94.78 $789,622 - $1.23 Million	-12,951 Reduced 17.42%	61,387 $4.34 Million
Q4 2019 Feb 13, 2020	BUY	$85.84 - $94.47 $1.21 Million - $1.33 Million	14,084 Added 23.37%	74,338 $6.79 Million
Q3 2019 Nov 14, 2019	SELL	$88.2 - $89.75 $22,843 - $23,245	-259 Reduced 0.43%	60,254 $5.5 Million
Q2 2019 Aug 13, 2019	SELL	N/A	-1,386 Reduced 2.24%	60,513 $5.16 Million
Q1 2019 May 15, 2019	BUY	N/A	7,359 Added 13.49%	61,899 $5.3 Million
Q4 2018 Feb 14, 2019	BUY	N/A	3,582 Added 7.03%	54,540 $4.53 Million
Q3 2018 Nov 13, 2018	SELL	N/A	-3,129 Reduced 5.79%	50,958 $4.39 Million
Q2 2018 Aug 22, 2018	BUY	N/A	10 Added 0.02%	54,087 $4.49 Million
Q1 2018 Jun 25, 2018	BUY	N/A	54,077 New	54,077 $4.46 Million

Others Institutions Holding VYM

# of Institutions

1,931

Shares Held

194M

Call Options Held

843K

Put Options Held

340K

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About VANGUARD WHITEHALL FDS (VANGUA

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Mount Yale Investment Advisors, LLC Vanguard Whitehall Fds (Vangua Transaction History