Mount Yale Investment Advisors, LLC Vanguard Index Fds S&P 500 ETF Transaction History

Mount Yale Investment Advisors, LLC

$1.2 Billion
Q4 2024

A detailed history of Mount Yale Investment Advisors, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 3,183 shares of VOO stock, worth $1.78 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares

3,183

Previous 1,006 216.4%

Holding current value

$1.78 Million

Previous $530,000 223.58%

% of portfolio

0.14%

Previous 0.05%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$521.84 - $558.82 $1.14 Million - $1.22 Million	2,177 Added 216.4%	3,183 $1.72 Million
Q3 2024 Oct 23, 2024	BUY	$475.2 - $527.7 $241,876 - $268,599	509 Added 102.41%	1,006 $530,000
Q2 2024 Aug 13, 2024	SELL	$455.1 - $504.28 $111,954 - $124,052	-246 Reduced 33.11%	497 $248,000
Q1 2024 May 15, 2024	BUY	$429.43 - $481.35 $20,183 - $22,623	47 Added 6.75%	743 $357,000
Q4 2023 Feb 12, 2024	BUY	$377.32 - $438.19 $262,614 - $304,980	696 New	696 $304,000
Q1 2023 May 11, 2023	BUY	$348.66 - $382.94 $210,939 - $231,678	605 New	605 $227,000

Others Institutions Holding VOO

# of Institutions

3,215

Shares Held

390M

Call Options Held

2.09M

Put Options Held

2.68M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
Sector ETFs
Industry ETFs

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Mount Yale Investment Advisors, LLC Vanguard Index Fds S&P 500 ETF Transaction History