Sound Income Strategies’s Vail Resorts MTN Stock Holding History

Sound Income Strategies’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
2025 Q2	–	Sell	-9	Closed	-$1.44K	–	1670
2025 Q1	$1.44K	Sell	9 -11	-55%	-$1.83K	﹤0.01%	1295
2024 Q4	$3.75K	Buy	20 +11	+122%	+$1.97K	﹤0.01%	1050
2024 Q3	$1.57K	Hold	9	–	–	﹤0.01%	1175
2024 Q2	$1.62K	Hold	9	–	–	﹤0.01%	1130
2024 Q1	$2K	Sell	9 -33	-79%	-$7.34K	﹤0.01%	1060
2023 Q4	$8.97K	Buy	42 +33	+367%	+$7.23K	﹤0.01%	759
2023 Q3	$2K	Hold	9	–	–	﹤0.01%	909
2023 Q2	$2.27K	Hold	9	–	–	﹤0.01%	872
2023 Q1	$2.1K	Hold	9	–	–	﹤0.01%	835
2022 Q4	$2.15K	Hold	9	–	–	﹤0.01%	756
2022 Q3	$2K	Hold	9	–	–	﹤0.01%	721
2022 Q2	$2K	Buy	+9	New	+$2.2K	﹤0.01%	731
2021 Q3	–	Sell	-1	Closed	–	–	880
2021 Q2	$0	Hold	1	–	–	﹤0.01%	978
2021 Q1	$292	Hold	1	–	–	﹤0.01%	911
2020 Q4	$0	Hold	1	–	–	﹤0.01%	915
2020 Q3	$0	Hold	1	–	–	﹤0.01%	897
2020 Q2	$0	Hold	1	–	–	﹤0.01%	839
2020 Q1	$0	Hold	1	–	–	﹤0.01%	831
2019 Q4	$0	Hold	1	–	–	﹤0.01%	750
2019 Q3	$0	Hold	1	–	–	﹤0.01%	720
2019 Q2	$0	Hold	1	–	–	﹤0.01%	728
2019 Q1	$0	Hold	1	–	–	﹤0.01%	739
2018 Q4	$0	Hold	1	–	–	﹤0.01%	742
2018 Q3	$0	Hold	1	–	–	﹤0.01%	794
2018 Q2	$0	Hold	1	–	–	﹤0.01%	720
2018 Q1	$0	Hold	1	–	–	﹤0.01%	636
2017 Q4	$0	Buy	+1	New	+$224	﹤0.01%	550

Other funds holding MTN

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

FPA

First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Sound Income Strategies's MTN Position: Q2 2025 in Review

Sound Income Strategies sold out of Vail Resorts (MTN) in Q2 2025, closing a stake of 9 shares — an estimated $1.44K sold.

Sound Income Strategies first reported a position in MTN in Q4 2017 and held it in 27 quarters. The position peaked at $8.97K in Q4 2023. 453 funds tracked by Wall St. Rank hold MTN as of Q2 2025.

Sound Income Strategies reported no remaining Vail Resorts position as of Q2 2025 after selling out during the quarter.
Sound Income Strategies sold 9 Vail Resorts shares in Q2 2025, an estimated $1.44K.
Sound Income Strategies first reported a position in Vail Resorts in Q4 2017 and held it in 27 quarters.
Sound Income Strategies's Vail Resorts position peaked at $8.97K in Q4 2023.
453 funds tracked by Wall St. Rank held Vail Resorts as of Q2 2025.

Based on Sound Income Strategies's 13F filing for Q2 2025, filed 17 Jul 2025.