Valeo Financial Advisors, LLC Vanguard Total World Stk Index Transaction History

Valeo Financial Advisors, LLC

  • $3.97 Billion
  • Q4 2024

A detailed history of Valeo Financial Advisors, LLC transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Valeo Financial Advisors, LLC holds 41,481 shares of VT stock, worth $5.03 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
41,481
Previous 37,561 10.44%
Holding current value
$5.03 Million
Previous $4.5 Million 8.39%
% of portfolio
0.12%
Previous 0.12%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 30, 2025
BUY
$117.09 - $123.07 $458,992 - $482,434
3,920 Added 10.44%
41,481 $4.87 Million
Q3 2024

Oct 10, 2024
BUY
$107.72 - $119.96 $56,229 - $62,619
522 Added 1.41%
37,561 $4.5 Million
Q2 2024

Jul 10, 2024
BUY
$104.94 - $113.51 $434,031 - $469,477
4,136 Added 12.57%
37,039 $4.17 Million
Q1 2024

Apr 25, 2024
BUY
$100.68 - $110.5 $36,848 - $40,443
366 Added 1.12%
32,903 $3.64 Million
Q1 2024

Apr 19, 2024
BUY
$100.68 - $110.5 $308,886 - $339,014
3,068 Added 10.41%
32,537 $3.6 Million
Q4 2023

Jan 29, 2024
BUY
$88.97 - $103.1 $437,020 - $506,427
4,912 Added 20.0%
29,469 $3.03 Million
Q3 2023

Oct 19, 2023
BUY
$92.79 - $100.59 $1.33 Million - $1.44 Million
14,289 Added 139.16%
24,557 $2.29 Million
Q2 2023

Jul 14, 2023
SELL
$91.33 - $98.06 $606,431 - $651,118
-6,640 Reduced 39.27%
10,268 $995,000
Q1 2023

Apr 17, 2023
SELL
$86.24 - $94.55 $3.72 Million - $4.08 Million
-43,171 Reduced 71.86%
16,908 $1.56 Million
Q4 2022

Feb 09, 2023
BUY
$78.67 - $91.07 $112,419 - $130,139
1,429 Added 2.44%
60,079 $5.18 Million
Q3 2022

Oct 31, 2022
SELL
$78.88 - $94.48 $235,535 - $282,117
-2,986 Reduced 4.84%
58,650 $4.63 Million
Q2 2022

Aug 03, 2022
BUY
$83.88 - $102.77 $4.46 Million - $5.47 Million
53,220 Added 632.37%
61,636 $5.26 Million
Q1 2022

Apr 28, 2022
BUY
$93.8 - $108.09 $2,251 - $2,594
24 Added 0.29%
8,416 $852,000
Q4 2021

Jan 07, 2022
BUY
$101.45 - $109.23 $19,072 - $20,535
188 Added 2.29%
8,392 $902,000
Q2 2021

Jul 22, 2021
BUY
$98.57 - $104.51 $28,782 - $30,516
292 Added 3.69%
8,204 $850,000
Q1 2021

Apr 12, 2021
BUY
$92.05 - $98.71 $18,317 - $19,643
199 Added 2.58%
7,912 $770,000
Q4 2020

Feb 11, 2021
BUY
$78.99 - $92.58 $191,234 - $224,136
2,421 Added 45.75%
7,713 $714,000
Q2 2019

Jul 10, 2019
SELL
N/A
-74 Reduced 1.38%
5,292 $398,000
Q1 2019

Apr 12, 2019
BUY
N/A
2,737 Added 104.11%
5,366 $393,000
Q4 2018

Jan 30, 2019
SELL
N/A
-33 Reduced 1.24%
2,629 $172,000
Q3 2018

Nov 01, 2018
BUY
N/A
2,484 Added 1395.51%
2,662 $186,000
Q4 2017

Feb 09, 2018
BUY
N/A
99 Added 125.32%
178 $13,000
Q3 2017

Nov 14, 2017
BUY
N/A
79
79 $6,000

Others Institutions Holding VT

# of Institutions
1,083
Shares Held
99.9M
Call Options Held
158K
Put Options Held
69.5K
View Full List

About VANGUARD TOTAL WORLD STK INDEX

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