Valeo Financial Advisors, LLC Vanguard Mid Cap ETF Transaction History

Valeo Financial Advisors, LLC

$3.97 Billion
Q4 2024

A detailed history of Valeo Financial Advisors, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Valeo Financial Advisors, LLC holds 14,424 shares of VO stock, worth $3.89 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

14,424

Previous 13,479 7.01%

Holding current value

$3.89 Million

Previous $3.56 Million 7.11%

% of portfolio

0.1%

Previous 0.09%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	BUY	$261.5 - $284.63 $247,117 - $268,975	945 Added 7.01%	14,424 $3.81 Million
Q3 2024 Oct 10, 2024	BUY	$237.84 - $263.83 $80,152 - $88,910	337 Added 2.56%	13,479 $3.56 Million
Q2 2024 Jul 10, 2024	BUY	$234.99 - $248.98 $1.88 Million - $1.99 Million	7,995 Added 155.33%	13,142 $3.18 Million
Q1 2024 Apr 25, 2024	BUY	$225.86 - $249.86 $174,589 - $193,141	773 Added 17.67%	5,147 $1.29 Million
Q1 2024 Apr 19, 2024	SELL	$225.86 - $249.86 $38,170 - $42,226	-169 Reduced 3.72%	4,374 $1.09 Million
Q4 2023 Jan 29, 2024	BUY	$195.66 - $233.95 $38,936 - $46,556	199 Added 4.58%	4,543 $1.06 Million
Q3 2023 Oct 19, 2023	BUY	$206.6 - $228.23 $276,637 - $305,599	1,339 Added 44.56%	4,344 $904,000
Q2 2023 Jul 14, 2023	SELL	$203.43 - $220.16 $5.84 Million - $6.32 Million	-28,718 Reduced 90.53%	3,005 $661,000
Q1 2023 Apr 17, 2023	BUY	$200.2 - $225.98 $5.76 Million - $6.5 Million	28,754 Added 968.47%	31,723 $6.69 Million
Q4 2022 Feb 09, 2023	BUY	$186.57 - $217.26 $9,888 - $11,514	53 Added 1.82%	2,969 $605,000
Q2 2022 Aug 03, 2022	SELL	$190.36 - $240.41 $4.9 Million - $6.18 Million	-25,716 Reduced 89.82%	2,916 $574,000
Q1 2022 Apr 28, 2022	BUY	$219.86 - $253.39 $5.82 Million - $6.7 Million	26,449 Added 1211.59%	28,632 $667,000
Q4 2021 Jan 07, 2022	SELL	$236.98 - $261.2 $61,614 - $67,912	-260 Reduced 10.64%	2,183 $556,000
Q3 2021 Nov 02, 2021	SELL	$229.88 - $249.8 $51,263 - $55,705	-223 Reduced 8.36%	2,443 $578,000
Q2 2021 Jul 22, 2021	BUY	$223.23 - $238.25 $195,772 - $208,945	877 Added 49.02%	2,666 $633,000
Q1 2021 Apr 12, 2021	SELL	$203.74 - $225.89 $814 - $903	-4 Reduced 0.22%	1,789 $396,000
Q4 2020 Feb 11, 2021	BUY	$176.14 - $208.21 $13,915 - $16,448	79 Added 4.61%	1,793 $371,000
Q3 2020 Oct 28, 2020	SELL	$164.39 - $185.0 $3.09 Million - $3.47 Million	-18,774 Reduced 91.63%	1,714 $302,000
Q2 2020 Jul 20, 2020	BUY	$124.34 - $175.42 $2.21 Million - $3.12 Million	17,801 Added 662.49%	20,488 $357,000
Q1 2020 Apr 13, 2020	BUY	$112.37 - $186.27 $83,041 - $137,653	739 Added 37.94%	2,687 $385,000
Q4 2019 Jan 24, 2020	BUY	$162.13 - $178.73 $35,830 - $39,499	221 Added 12.8%	1,948 $347,000
Q3 2019 Oct 15, 2019	BUY	$166.82 - $169.81 $17,849 - $18,169	107 Added 6.6%	1,727 $289,000
Q2 2019 Jul 10, 2019	BUY	N/A	7 Added 0.43%	1,620 $271,000
Q1 2019 Apr 12, 2019	BUY	N/A	211 Added 15.05%	1,613 $259,000
Q4 2018 Jan 30, 2019	SELL	N/A	-803 Reduced 36.42%	1,402 $194,000
Q3 2018 Nov 01, 2018	BUY	N/A	882 Added 66.67%	2,205 $330,000
Q2 2018 Aug 14, 2018	BUY	N/A	353 Added 36.39%	1,323 $213,000
Q1 2018 Apr 12, 2018	BUY	N/A	172 Added 21.55%	970 $150,000
Q4 2017 Feb 09, 2018	BUY	N/A	348 Added 77.33%	798 $124,000
Q3 2017 Nov 14, 2017	BUY	N/A	450	450 $66,000

Others Institutions Holding VO

# of Institutions

2,291

Shares Held

188M

Call Options Held

55.1K

Put Options Held

17.1K

View Full List

About VANGUARD MID-CAP ETF

Ticker VO
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Valeo Financial Advisors, LLC Vanguard Mid Cap ETF Transaction History