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Mount Yale Investment Advisors’s Vital Farms VITL Stock Holding History

Mount Yale Investment Advisors’s Portfolio VITL Stock Details VITL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-4,618
Closed -$178K – 1569
2025
Q2 		$178K Buy
+4,618
New +$156K 0.01% 554

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Mount Yale Investment Advisors's VITL Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Vital Farms (VITL) in Q3 2025, closing a stake of 4,618 shares — an estimated $178K sold.

Mount Yale Investment Advisors first reported a position in VITL in Q2 2025 and held it in 1 quarter. The position peaked at $178K in Q2 2025. 272 funds tracked by Wall St. Rank hold VITL as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining Vital Farms position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 4,618 Vital Farms shares in Q3 2025, an estimated $178K.
  • Mount Yale Investment Advisors first reported a position in Vital Farms in Q2 2025 and held it in 1 quarter.
  • Mount Yale Investment Advisors's Vital Farms position peaked at $178K in Q2 2025.
  • 272 funds tracked by Wall St. Rank held Vital Farms as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.