Valeo Financial Advisors, LLC Vanguard Industrial ETF Transaction History
Valeo Financial Advisors, LLC
- $4.36 Billion
- Q3 2025
A detailed history of Valeo Financial Advisors, LLC transactions in Vanguard Industrial ETF stock. As of the latest transaction made, Valeo Financial Advisors, LLC holds 3,068 shares of VIS stock, worth $896,377. This represents 0.02% of its overall portfolio holdings.
Number of Shares
3,068
Previous 3,068
-0.0%
Holding current value
$896,377
Previous $859,000
5.82%
% of portfolio
0.02%
Previous 0.02%
Shares
4 transactions
Others Institutions Holding VIS
# of Institutions
588Shares Held
12.6MCall Options Held
3.3KPut Options Held
3.5K-
Bank Of America Corp Charlotte, NC3.92MShares$1.14 Billion0.08% of portfolio
-
Morgan Stanley New York, NY934KShares$273 Million0.02% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ924KShares$270 Million4.22% of portfolio
-
Wells Fargo & Company San Francisco, CA533KShares$156 Million0.03% of portfolio
-
Beacon Capital Management, Inc.398KShares$116 Million6.13% of portfolio