MOUNT YALE INVESTMENT ADVISORS, LLC – VictoryShares Nasdaq Next 50 ETF Transaction History
MOUNT YALE INVESTMENT ADVISORS, LLC portfolio value:
$3.28M
portfolio value
MOUNT YALE INVESTMENT ADVISORS, LLC quarter portfolio value change:
-4.65%
quarter
VictoryShares Nasdaq Next 50 ETF 13F transactions
Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
---|---|---|---|---|---|---|---|
Q3 2022 | share | Decrease | -4.21% | -539 shares | -311K | $267.26 | 12.27K |
Q2 2022 | share | Increase | +1.65% | 208 shares | -979K | $280.28 | 12.81K |
Q1 2022 | call | Decrease | -100.00% | -2K shares | -796K | $362.54 | 0 |
Q1 2022 | share | Increase | +10.43% | 1.19K shares | 29K | $362.54 | 12.60K |
Q4 2021 | call | Increase | 0.00% | 2K shares | 796K | $400.35 | 2K |
Q4 2021 | share | 0.00% | 0 shares | 455K | $400.35 | 11.41K | |
Q3 2021 | share | Decrease | -0.02% | -2 shares | 40K | $357.96 | 11.41K |
Q2 2021 | share | Increase | +0.11% | 13 shares | 407K | $354.03 | 11.41K |
Q1 2021 | share | Increase | +18.18% | 1.75K shares | 612K | $318.4 | 11.40K |
Q4 2020 | share | Decrease | -7.80% | -817 shares | 120K | $312.64 | 9.65K |
Q3 2020 | share | Increase | +2.92% | 297 shares | 390K | $276.36 | 10.46K |
Q2 2020 | share | Increase | +801.68% | 9.04K shares | 2.30M | $245.93 | 10.17K |
Q1 2020 | share | 0.00% | 0 shares | -32K | $188.79 | 1.12K | |
Q4 2019 | share | 0.00% | 0 shares | 20K | $210.36 | 1.12K | |
Q3 2019 | share | Increase | 0.00% | 1.12K shares | 227K | $186.41 | 1.12K |
Q4 2018 | share | Decrease | -100.00% | -855 shares | -150K | $151.38 | 0 |
Q3 2018 | share | 0.00% | 0 shares | 3K | $181.79 | 855 | |
Q2 2018 | share | Increase | 0.00% | 855 shares | 147K | $167.66 | 855 |