Mount Yale Investment Advisors’s Vipshop VIPS Stock Holding History

Mount Yale Investment Advisors’s Portfolio VIPS Stock Details VIPS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-2	Closed	-$30	–	1567
2025 Q2	$30	Sell	2 -13,970	-100%	-$198K	﹤0.01%	1481
2025 Q1	$219K	Sell	13,972 -5,601	-29%	-$84.6K	0.02%	502
2024 Q4	$264K	Buy	19,573 +3,782	+24%	+$54.3K	0.02%	473
2024 Q3	$248K	Sell	15,791 -2,495	-14%	-$33.4K	0.02%	483
2024 Q2	$238K	Sell	18,286 -8,820	-33%	-$140K	0.02%	488
2024 Q1	$449K	Sell	27,106 -1,009	-4%	-$17K	0.03%	378
2023 Q4	$499K	Buy	28,115 +178	+0.6%	+$2.78K	0.05%	318
2023 Q3	$447K	Buy	27,937 +157	+0.6%	+$2.55K	0.05%	322
2023 Q2	$458K	Buy	27,780 +4,990	+22%	+$78.1K	0.05%	323
2023 Q1	$346K	Buy	+22,790	New	+$339K	0.04%	352
2020 Q2	–	Sell	-16,623	Closed	-$259K	–	364
2020 Q1	$259K	Sell	16,623 -5,414	-25%	-$76.9K	0.06%	248
2019 Q4	$281K	Sell	22,037 -691	-3%	-$8.19K	0.05%	285
2019 Q3	$273K	Buy	22,728 +7,682	+51%	+$62.8K	0.05%	275
2019 Q2	$100K	Buy	+15,046	New	+$121K	0.02%	301

Other funds holding VIPS

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Acadian Asset Management

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Krane Funds Advisors New York $2.44B AUM 12.99% 1-Year Est. Return

Robeco Institutional Asset Management

Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return