PWA
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Provenance Wealth Advisors’s Vail Resorts MTN Stock Holding History

Provenance Wealth Advisors’s Portfolio MTN Stock Details MTN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$14.2K Hold
111
– – ﹤0.01% 293
2025
Q4 		$14.7K Hold
111
– – ﹤0.01% 286
2025
Q3 		$16.6K Hold
111
– – ﹤0.01% 305
2025
Q2 		$17.4K Sell
111
-3
-3% -$446 ﹤0.01% 282
2025
Q1 		$18.2K Hold
114
– – ﹤0.01% 283
2024
Q4 		$21.4K Hold
114
– – ﹤0.01% 267
2024
Q3 		$19.9K Hold
114
– – ﹤0.01% 289
2024
Q2 		$20.5K Hold
114
– – ﹤0.01% 254
2024
Q1 		$25.4K Hold
114
– – ﹤0.01% 261
2023
Q4 		$24.3K Sell
114
-90
-44% -$19.7K ﹤0.01% 250
2023
Q3 		$45.3K Buy
+204
New +$48.4K 0.01% 184

Other funds holding MTN

BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
OMC
Oasis Management Company Grand Cayman, Cayman Islands $846M AUM 32.1% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return