Valeo Financial Advisors, LLC Vanguard Intermediate Term Cor Transaction History
Valeo Financial Advisors, LLC
- $3.97 Billion
- Q4 2024
A detailed history of Valeo Financial Advisors, LLC transactions in Vanguard Intermediate Term Cor stock. As of the latest transaction made, Valeo Financial Advisors, LLC holds 12,886 shares of VCIT stock, worth $1.04 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
12,886
Previous 14,038
8.21%
Holding current value
$1.04 Million
Previous $1.18 Million
12.0%
% of portfolio
0.03%
Previous 0.03%
Shares
26 transactions
Others Institutions Holding VCIT
# of Institutions
1,216Shares Held
498MCall Options Held
37.7KPut Options Held
400-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa92.8MShares$7.48 Billion3.01% of portfolio
-
Bank Of America Corp Charlotte, NC61MShares$4.92 Billion0.43% of portfolio
-
Jpmorgan Chase & CO New York, NY47.2MShares$3.81 Billion0.32% of portfolio
-
Creative Planning Overland Park, KS24.1MShares$1.94 Billion2.0% of portfolio
-
Prudential PLC London, England, X020.7MShares$1.67 Billion8.85% of portfolio