Valeo Financial Advisors, LLC Vanguard Health Care ETF Transaction History

Valeo Financial Advisors, LLC

  • $4.36 Billion
  • Q3 2025

A detailed history of Valeo Financial Advisors, LLC transactions in Vanguard Health Care ETF stock. As of the latest transaction made, Valeo Financial Advisors, LLC holds 3,777 shares of VHT stock, worth $1.07 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,777
Previous 3,775 0.05%
Holding current value
$1.07 Million
Previous $937,000 4.59%
% of portfolio
0.02%
Previous 0.02%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 03, 2025
BUY
$239.12 - $259.95 $478 - $519
2 Added 0.05%
3,777 $980,000
Q2 2025

Jul 22, 2025
BUY
$236.71 - $261.92 $473 - $523
2 Added 0.05%
3,775 $937,000
Q1 2025

Apr 30, 2025
BUY
$254.06 - $273.83 $508 - $547
2 Added 0.05%
3,773 $998,000
Q4 2024

Jan 30, 2025
BUY
$250.81 - $283.3 $1,003 - $1,133
4 Added 0.11%
3,771 $956,000
Q3 2024

Oct 10, 2024
SELL
$261.88 - $288.1 $53,947 - $59,348
-206 Reduced 5.18%
3,767 $1.06 Million
Q2 2024

Jul 10, 2024
BUY
$252.83 - $269.37 $23,007 - $24,512
91 Added 2.34%
3,973 $1.06 Million
Q1 2024

Apr 25, 2024
SELL
$253.63 - $270.54 $1,521 - $1,623
-6 Reduced 0.15%
3,882 $1.05 Million
Q1 2024

Apr 19, 2024
BUY
$253.63 - $270.54 $2,029 - $2,164
8 Added 0.21%
3,888 $1.05 Million
Q4 2023

Jan 29, 2024
BUY
$223.1 - $251.09 $892 - $1,004
4 Added 0.1%
3,880 $972,000
Q3 2023

Oct 19, 2023
BUY
$235.1 - $250.77 $618,783 - $660,026
2,632 Added 211.58%
3,876 $911,000
Q2 2023

Jul 14, 2023
SELL
$234.11 - $249.3 $17,792 - $18,946
-76 Reduced 5.76%
1,244 $304,000
Q1 2023

Apr 17, 2023
BUY
$228.23 - $249.0 $99,964 - $109,062
438 Added 49.66%
1,320 $314,000
Q4 2022

Feb 09, 2023
BUY
$224.15 - $255.96 $197,700 - $225,756
882 New
882 $218,000
Q2 2022

Aug 03, 2022
BUY
$219.51 - $264.47 $12,512 - $15,074
57 Added 7.18%
851 $200,000
Q1 2022

Apr 28, 2022
BUY
$235.27 - $264.71 $186,804 - $210,179
794 New
794 $202,000
Q2 2021

Jul 22, 2021
SELL
$227.95 - $247.57 $161,388 - $175,279
-708 Closed
0 $0
Q1 2021

Apr 12, 2021
BUY
$218.21 - $236.79 $218 - $236
1 Added 0.14%
708 $162,000
Q4 2020

Feb 11, 2021
BUY
$198.15 - $223.73 $396 - $447
2 Added 0.28%
707 $158,000
Q3 2020

Oct 28, 2020
BUY
$194.1 - $209.76 $388 - $419
2 Added 0.28%
705 $144,000
Q2 2020

Jul 20, 2020
SELL
$159.59 - $198.15 $23,459 - $29,128
-147 Reduced 17.29%
703 $135,000
Q1 2020

Apr 13, 2020
BUY
$139.96 - $197.23 $48,426 - $68,241
346 Added 68.65%
850 $150,000
Q4 2019

Jan 24, 2020
BUY
$163.53 - $193.07 $82,419 - $97,307
504 New
504 $97,000
Q3 2019

Oct 15, 2019
SELL
$166.25 - $172.8 $3,158 - $3,283
-19 Closed
0 $0
Q1 2019

Apr 12, 2019
SELL
N/A
-364 Reduced 95.04%
19 $3,000
Q4 2018

Jan 30, 2019
SELL
N/A
-211 Reduced 35.52%
383 $62,000
Q2 2018

Aug 14, 2018
SELL
N/A
-290 Reduced 32.81%
594 $101,000
Q1 2018

Apr 12, 2018
BUY
N/A
113 Added 14.66%
884 $136,000
Q4 2017

Feb 09, 2018
BUY
N/A
308 Added 66.52%
771 $119,000
Q3 2017

Nov 14, 2017
BUY
N/A
463
463 $71,000

Others Institutions Holding VHT

# of Institutions
1,196
Shares Held
22.8M
Call Options Held
30.3K
Put Options Held
30.1K
View Full List

About VANGUARD HEALTH CARE ETF

VHT Quotes by TradingView
  • Ticker VHT
  • Sector ETFs
  • Industry ETFs
More about VHT
Track This Portfolio

Track Valeo Financial Advisors, LLC Portfolio

Follow Valeo Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Valeo Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Valeo Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email