Valeo Financial Advisors, LLC Vanguard Wellington Fd U S Val Transaction History

Valeo Financial Advisors, LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2021 Jul 22, 2021	SELL	$94.91 - $103.91 $4,555 - $4,987	-48 Closed	0 $0
Q1 2021 Apr 12, 2021	SELL	$77.27 - $97.16 $1,081 - $1,360	-14 Reduced 22.58%	48 $5,000
Q4 2020 Feb 11, 2021	SELL	$61.88 - $78.21 $4,022 - $5,083	-65 Reduced 51.18%	62 $5,000
Q2 2020 Jul 20, 2020	BUY	$43.17 - $68.72 $5,482 - $8,727	127 New	127 $8,000

2.31M

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