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

Mount Yale Investment Advisors, LLC

  • $1.21 Billion
  • Q2 2025

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 64,473 shares of VYM stock, worth $9.12 Million. This represents 0.71% of its overall portfolio holdings.

Number of Shares
64,473
Previous 68,116 5.35%
Holding current value
$9.12 Million
Previous $8.69 Million 1.08%
% of portfolio
0.71%
Previous 0.78%

Shares

30 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 12, 2025
SELL
$114.78 - $133.31 $418,143 - $485,648
-3,643 Reduced 5.35%
64,473 $8.59 Million
Q1 2025

Apr 16, 2025
SELL
$126.11 - $135.06 $104,671 - $112,099
-830 Reduced 1.2%
68,116 $8.69 Million
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
2,061
Shares Held
195M
Call Options Held
2.08M
Put Options Held
216K
View Full List

About VANGUARD WHITEHALL FDS (VANGUA

VYM Quotes by TradingView
  • Ticker VYM
  • Sector ETFs
  • Industry ETFs
More about VYM
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