Valeo Financial Advisors, LLC Vanguard Mid Cap ETF Transaction History
Valeo Financial Advisors, LLC
- $3.81 Billion
- Q3 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 13,479 shares of VO stock, worth $3.63 Million. This represents 0.09% of its overall portfolio holdings.
Number of Shares
13,479
Previous 13,142
2.56%
Holding current value
$3.63 Million
Previous $3.18 Million
11.79%
% of portfolio
0.09%
Previous 0.09%
Shares
29 transactions
Others Institutions Holding VO
# of Institutions
2,092Shares Held
173MCall Options Held
57KPut Options Held
93.7K-
Wells Fargo & Company San Francisco, CA22.3MShares$6 Billion1.35% of portfolio
-
Bank Of America Corp Charlotte, NC16.1MShares$4.32 Billion0.36% of portfolio
-
Jones Financial Companies Lllp14.5MShares$3.89 Billion3.92% of portfolio
-
Creative Planning Overland Park, KS8.18MShares$2.2 Billion2.14% of portfolio
-
Morgan Stanley New York, NY7.37MShares$1.98 Billion0.14% of portfolio