Mount Yale Investment Advisors’s Vaxcyte PCVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.8K | Buy |
+639
| New | +$20.8K | ﹤0.01% | 1033 |
|
|
2024
Q4 | – | Sell |
-4,000
| Closed | -$457K | – | 583 |
|
|
2024
Q3 | $457K | Sell |
4,000
-971
| -20% | -$111K | 0.04% | 362 |
|
|
2024
Q2 | $375K | Sell |
4,971
-33
| -0.7% | -$2.49K | 0.03% | 393 |
|
|
2024
Q1 | $342K | Sell |
5,004
-3,204
| -39% | -$219K | 0.03% | 419 |
|
|
2023
Q4 | $515K | Buy |
8,208
+62
| +0.8% | +$3.89K | 0.05% | 313 |
|
|
2023
Q3 | $415K | Sell |
8,146
-11
| -0.1% | -$561 | 0.05% | 332 |
|
|
2023
Q2 | $407K | Buy |
+8,157
| New | +$407K | 0.04% | 337 |
|