Valeo Financial Advisors, LLC Vanguard Transaction History

Valeo Financial Advisors, LLC

  • $3.34 Billion
  • Q1 2024

A detailed history of Valeo Financial Advisors, LLC transactions in Vanguard stock. As of the latest transaction made, Valeo Financial Advisors, LLC holds 77,360 shares of VGSH stock, worth $4.49 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
77,360
Previous 79,423 2.6%
Holding current value
$4.49 Million
Previous $4.61 Million 2.6%
% of portfolio
0.13%
Previous 0.05%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 25, 2024
SELL
$57.88 - $58.54 $119,406 - $120,768
-2,063 Reduced 2.6%
77,360 $4.49 Million
Q1 2024

Apr 19, 2024
BUY
$57.88 - $58.54 $363,081 - $367,221
6,273 Added 8.58%
79,423 $4.61 Million
Q4 2023

Jan 29, 2024
BUY
$57.34 - $58.41 $517,952 - $527,617
9,033 Added 14.09%
73,150 $4.27 Million
Q3 2023

Oct 19, 2023
SELL
$57.47 - $57.91 $73,963 - $74,530
-1,287 Reduced 1.97%
64,117 $3.69 Million
Q2 2023

Jul 14, 2023
BUY
$57.72 - $58.69 $484,732 - $492,878
8,398 Added 14.73%
65,404 $3.78 Million
Q1 2023

Apr 17, 2023
BUY
$57.32 - $58.77 $208,300 - $213,570
3,634 Added 6.81%
57,006 $3.34 Million
Q4 2022

Feb 09, 2023
SELL
$57.38 - $58.13 $10.5 Million - $10.7 Million
-183,371 Reduced 77.46%
53,372 $3.09 Million
Q3 2022

Oct 31, 2022
SELL
N/A
-220,179 Reduced 48.19%
236,743 $13.7 Million
Q2 2022

Aug 03, 2022
SELL
N/A
-110,267 Reduced 19.44%
456,922 $26.9 Million
Q1 2022

Apr 28, 2022
BUY
N/A
52,885 Added 10.28%
567,189 $33.6 Million
Q4 2021

Jan 07, 2022
BUY
N/A
31,263 Added 6.47%
514,304 $31.3 Million
Q3 2021

Nov 02, 2021
BUY
N/A
118,269 Added 32.42%
483,041 $29.7 Million
Q2 2021

Jul 22, 2021
BUY
N/A
194,439 Added 114.15%
364,772 $22.4 Million
Q1 2021

Apr 12, 2021
BUY
N/A
141,289 Added 486.47%
170,333 $10.5 Million
Q4 2020

Feb 11, 2021
SELL
N/A
-5,664 Reduced 16.32%
29,044 $1.79 Million
Q3 2020

Oct 28, 2020
SELL
N/A
-54,725 Reduced 61.19%
34,708 $2.16 Million
Q2 2020

Jul 20, 2020
SELL
N/A
-32,201 Reduced 26.47%
89,433 $5.56 Million
Q1 2020

Apr 13, 2020
BUY
N/A
119,624 Added 5951.44%
121,634 $7.57 Million
Q4 2019

Jan 24, 2020
BUY
N/A
2,003 Added 28614.29%
2,010 $122,000
Q2 2019

Jul 10, 2019
SELL
N/A
-3,310 Reduced 99.79%
7 $0
Q1 2019

Apr 12, 2019
BUY
N/A
3,317 New
3,317 $200,000

Others Institutions Holding VGSH

# of Institutions
883
Shares Held
240M
Call Options Held
39.3K
Put Options Held
58.6K
View Full List

About VANGUARD

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