Mount Yale Investment Advisors, LLC Vanguard Value 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 Value ETF stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 1,895 shares of VTV stock, worth $335,888. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,895
Previous 2,393 20.81%
Holding current value
$335,888
Previous $417,000 23.26%
% of portfolio
0.03%
Previous 0.04%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
2,343
Shares Held
518M
Call Options Held
248K
Put Options Held
266K
View Full List

About VANGUARD VALUE ETF

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