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

Valeo Financial Advisors, LLC

  • $4.33 Billion
  • Q1 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 2,214 shares of IVOO stock, worth $223,857. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,214
Previous 2,213 0.05%
Holding current value
$223,857
Previous $233,000 6.44%
% of portfolio
0.01%
Previous 0.01%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
296
Shares Held
12.3M
Call Options Held
3.1K
Put Options Held
100
View Full List

About VANGUARD S&P MID CAP 400 ETF

IVOO Quotes by TradingView
  • Ticker IVOO
  • Sector ETFs
  • Industry ETFs
More about IVOO
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