Mount Yale Investment Advisors, LLC Vanguard Mortg Backed Sec ETF Transaction History
Mount Yale Investment Advisors, LLC
- $1.38 Billion
- Q3 2025
A detailed history of Mount Yale Investment Advisors, LLC transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 8,880 shares of VMBS stock, worth $417,004. This represents 0.03% of its overall portfolio holdings.
Number of Shares
8,880
Previous 66
13354.55%
Holding current value
$417,004
Previous $3,000
13800.0%
% of portfolio
0.03%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding VMBS
# of Institutions
715Shares Held
288MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC57.6MShares$2.71 Billion0.19% of portfolio
-
Jpmorgan Chase & CO New York, NY50.9MShares$2.39 Billion0.16% of portfolio
-
Envestnet Asset Management Inc22.2MShares$1.04 Billion0.32% of portfolio
-
Assetmark, Inc8.84MShares$415 Million0.91% of portfolio
-
Wells Fargo & Company San Francisco, CA8.16MShares$383 Million0.08% of portfolio