Mount Yale Investment Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$90.8K Buy
+324
New +$90.8K 0.01% 680
2022
Q1
Sell
-898
Closed -$229K 495
2021
Q4
$229K Buy
+898
New +$229K 0.02% 422