Mount Yale Investment Advisors
VG icon

Mount Yale Investment Advisors’s Vonage Holdings Corporation VG Stock Holding History

Mount Yale Investment Advisors’s Portfolio VG Stock Details VG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-14,952
Closed -$175K – 948
2018
Q3 		$175K Buy
14,952
+3,526
+31% +$48.5K 0.03% 313
2018
Q2 		$147K Sell
11,426
-685
-6% -$7.86K 0.03% 357
2018
Q1 		$129K Buy
+12,111
New +$129K 0.03% 384

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Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
Glenmede Trust
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
Emerald Advisers
Emerald Advisers Leola, Pennsylvania $4.25B AUM 141.71% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Mount Yale Investment Advisors's VG Position: Q4 2018 in Review

Mount Yale Investment Advisors sold out of Vonage Holdings Corporation (VG) in Q4 2018, closing a stake of 14,952 shares — an estimated $175K sold.

Mount Yale Investment Advisors first reported a position in VG in Q1 2018 and held it in 3 quarters. The position peaked at $175K in Q3 2018. 261 funds tracked by Wall St. Rank hold VG as of Q4 2018.

  • Mount Yale Investment Advisors reported no remaining Vonage Holdings Corporation position as of Q4 2018 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 14,952 Vonage Holdings Corporation shares in Q4 2018, an estimated $175K.
  • Mount Yale Investment Advisors first reported a position in Vonage Holdings Corporation in Q1 2018 and held it in 3 quarters.
  • Mount Yale Investment Advisors's Vonage Holdings Corporation position peaked at $175K in Q3 2018.
  • 261 funds tracked by Wall St. Rank held Vonage Holdings Corporation as of Q4 2018.

Based on Mount Yale Investment Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.