Arete Wealth Advisors’s Vail Resorts MTN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $250K | Sell |
1,593
-2
| -0.1% | -$314 | 0.02% | 622 |
|
|
2025
Q1 | $255K | Hold |
1,595
| – | – | 0.02% | 598 |
|
|
2024
Q4 | $297K | Hold |
1,595
| – | – | 0.02% | 562 |
|
|
2024
Q3 | $278K | Buy |
+1,595
| New | +$278K | 0.02% | 544 |
|
|
2023
Q4 | – | Sell |
-1,165
| Closed | -$259K | – | 766 |
|
|
2023
Q3 | $259K | Buy |
1,165
+11
| +1% | +$2.44K | 0.04% | 381 |
|
|
2023
Q2 | $291K | Buy |
+1,154
| New | +$291K | 0.03% | 506 |
|