Mount Yale Investment Advisors, LLC Vanguard Value 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 Value ETF stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 31,187 shares of VTV stock, worth $5.84 Million. This represents 0.42% of its overall portfolio holdings.

Number of Shares

31,187

Previous 1,704 1730.22%

Holding current value

$5.84 Million

Previous $301,000 1832.23%

% of portfolio

0.42%

Previous 0.02%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	$175.51 - $186.57 $5.17 Million - $5.5 Million	29,483 Added 1730.22%	31,187 $5.82 Million
Q2 2025 Aug 12, 2025	SELL	$153.67 - $176.74 $66,078 - $75,998	-430 Reduced 20.15%	1,704 $301,000
Q1 2025 Apr 16, 2025	BUY	$167.73 - $179.21 $40,087 - $42,831	239 Added 12.61%	2,134 $364,000
Q4 2024 Jan 22, 2025	SELL	$168.32 - $181.87 $83,823 - $90,571	-498 Reduced 20.81%	1,895 $320,000
Q3 2024 Oct 23, 2024	BUY	$159.75 - $174.57 $159 - $174	1 Added 0.04%	2,393 $417,000

Q1 2024 May 15, 2024	SELL	$147.46 - $162.86 $737 - $814	-5 Reduced 0.21%	2,392 $389,000
Q4 2023 Feb 12, 2024	BUY	$131.82 - $149.95 $315,972 - $359,430	2,397 New	2,397 $358,000

Others Institutions Holding VTV

# of Institutions

2,754

Shares Held

586M

Call Options Held

159K

Put Options Held

38.8K

View Full List

About VANGUARD VALUE ETF

Ticker VTV
Sector ETFs
Industry ETFs

More about VTV

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Mount Yale Investment Advisors, LLC Vanguard Value ETF Transaction History