Valeo Financial Advisors, LLC Vanguard S&P Mid Cap 400 ETF Transaction History

Valeo Financial Advisors, LLC

$4.3 Billion
Q2 2025

A detailed history of Valeo Financial Advisors, LLC transactions in Vanguard S&P Mid Cap 400 ETF stock. As of the latest transaction made, Valeo Financial Advisors, LLC holds 12,675 shares of IVOO stock, worth $1.41 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

12,675

Previous 12,675 -0.0%

Holding current value

$1.41 Million

Previous $1.33 Million 0.08%

% of portfolio

0.03%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 22, 2025	BUY	$86.58 - $104.98 $905,713 - $1.1 Million	10,461 Added 472.49%	12,675 $1.33 Million
Q1 2025 Apr 30, 2025	BUY	$96.85 - $111.39 $96 - $111	1 Added 0.05%	2,214 $218,000
Q4 2024 Jan 30, 2025	BUY	$104.52 - $115.08 $231,302 - $254,672	2,213 New	2,213 $233,000
Q2 2022 Aug 03, 2022	SELL	$74.48 - $91.47 $89,376 - $109,764	-1,200 Closed	0 $0
Q1 2022 Apr 28, 2022	BUY	$85.0 - $96.56 $102,000 - $115,872	1,200 New	1,200 $218,000
Q2 2021 Jul 22, 2021	SELL	$88.32 - $93.52 $41,952 - $44,422	-475 Closed	0 $0
Q1 2020 Apr 13, 2020	BUY	$40.9 - $71.08 $12,351 - $21,466	302 Added 174.57%	475 $51,000
Q4 2019 Jan 24, 2020	BUY	$62.78 - $69.63 $10,860 - $12,045	173 New	173 $24,000

Others Institutions Holding IVOO

# of Institutions

305

Shares Held

13.6M

Call Options Held

Put Options Held

100

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About VANGUARD S&P MID CAP 400 ETF

Ticker IVOO
Sector ETFs
Industry ETFs

More about IVOO

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Valeo Financial Advisors, LLC Vanguard S&P Mid Cap 400 ETF Transaction History