Mount Yale Investment Advisors’s Vuzix VUZI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$64.5K Hold
22,100
0.01% 744
2025
Q1
$45.1K Hold
22,100
﹤0.01% 526
2024
Q4
$87.1K Buy
+22,100
New +$87.1K 0.01% 534
2024
Q3
Sell
-22,100
Closed -$29.8K 598
2024
Q2
$29.8K Hold
22,100
﹤0.01% 528
2024
Q1
$26.7K Buy
+22,100
New +$26.7K ﹤0.01% 531