Valeo Financial Advisors, LLC Vanguard Russell 2000 Growth E Transaction History
Valeo Financial Advisors, LLC
- $4.36 Billion
- Q3 2025
A detailed history of Valeo Financial Advisors, LLC transactions in Vanguard Russell 2000 Growth E stock. As of the latest transaction made, Valeo Financial Advisors, LLC holds 1,115 shares of VTWG stock, worth $254,030. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,115
Previous 1,115
-0.0%
Holding current value
$254,030
Previous $232,000
12.07%
% of portfolio
0.01%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding VTWG
# of Institutions
187Shares Held
2.43MCall Options Held
200Put Options Held
2.1K-
Bank Of America Corp Charlotte, NC304KShares$69.2 Million0.0% of portfolio
-
Pathstone Holdings, LLC Englewood, NJ178KShares$40.5 Million0.16% of portfolio
-
Assetmark, Inc126KShares$28.6 Million0.06% of portfolio
-
Morgan Stanley New York, NY122KShares$27.8 Million0.0% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ106KShares$24.2 Million0.04% of portfolio