Valeo Financial Advisors, LLC Vanguard Intermediate Term Tre Transaction History
Valeo Financial Advisors, LLC
- $3.34 Billion
- Q1 2024
A detailed history of Valeo Financial Advisors, LLC transactions in Vanguard Intermediate Term Tre stock. As of the latest transaction made, Valeo Financial Advisors, LLC holds 1,158,082 shares of VGIT stock, worth $67.4 Million. This represents 2.03% of its overall portfolio holdings.
Number of Shares
1,158,082
Previous 1,140,653
1.53%
Holding current value
$67.4 Million
Previous $66.8 Million
1.53%
% of portfolio
2.03%
Previous 0.69%
Shares
19 transactions
Others Institutions Holding VGIT
# of Institutions
691Shares Held
333MCall Options Held
19.2KPut Options Held
17.5K-
Jpmorgan Chase & CO New York, NY69.1MShares$4.02 Billion0.37% of portfolio
-
Bank Of America Corp Charlotte, NC48.6MShares$2.83 Billion0.27% of portfolio
-
Morgan Stanley New York, NY18MShares$1.05 Billion0.09% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO14.3MShares$831 Million3.13% of portfolio
-
Personal Capital Advisors Corp11.1MShares$644 Million3.14% of portfolio