Valeo Financial Advisors, LLC Vanguard Dividend Appreciation Transaction History

Valeo Financial Advisors, LLC

  • $3.97 Billion
  • Q4 2024

A detailed history of Valeo Financial Advisors, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Valeo Financial Advisors, LLC holds 6,515 shares of VIG stock, worth $1.19 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
6,515
Previous 5,557 17.24%
Holding current value
$1.19 Million
Previous $1.01 Million 17.19%
% of portfolio
0.03%
Previous 0.03%

Shares

31 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 30, 2025
BUY
N/A
958 Added 17.24%
6,515 $1.19 Million
Q3 2024

Oct 10, 2024
SELL
$182.15 - $182.15 $43,898 - $43,898
-241 Reduced 4.16%
5,557 $1.01 Million
Q2 2024

Jul 10, 2024
BUY
$173.33 - $185.29 $5,199 - $5,558
30 Added 0.52%
5,798 $1.06 Million
Q1 2024

Apr 25, 2024
BUY
$168.47 - $182.98 $10,445 - $11,344
62 Added 1.09%
5,768 $1.05 Million
Q1 2024

Apr 19, 2024
BUY
$168.47 - $182.98 $84,740 - $92,038
503 Added 9.67%
5,706 $1.04 Million
Q4 2023

Jan 29, 2024
SELL
$150.16 - $171.16 $168,629 - $192,212
-1,123 Reduced 17.75%
5,203 $886,000
Q3 2023

Oct 19, 2023
SELL
$155.38 - $166.95 $18,956 - $20,367
-122 Reduced 1.89%
6,326 $982,000
Q2 2023

Jul 14, 2023
BUY
$152.74 - $162.43 $43,378 - $46,130
284 Added 4.61%
6,448 $1.05 Million
Q1 2023

Apr 17, 2023
BUY
$147.24 - $158.33 $27,681 - $29,766
188 Added 3.15%
6,164 $949,000
Q4 2022

Feb 09, 2023
SELL
$144.84 - $158.71 $41,858 - $45,867
-289 Reduced 4.61%
5,976 $907,000
Q3 2022

Oct 31, 2022
SELL
N/A
-2,607 Reduced 29.38%
6,265 $847,000
Q2 2022

Aug 03, 2022
SELL
N/A
-294 Reduced 3.21%
8,872 $1.27 Million
Q1 2022

Apr 28, 2022
BUY
N/A
239 Added 2.68%
9,166 $1.49 Million
Q4 2021

Jan 07, 2022
BUY
N/A
357 Added 4.17%
8,927 $1.53 Million
Q3 2021

Nov 02, 2021
BUY
N/A
1,932 Added 29.11%
8,570 $1.32 Million
Q2 2021

Jul 22, 2021
BUY
N/A
276 Added 4.34%
6,638 $1.03 Million
Q1 2021

Apr 12, 2021
SELL
N/A
-74 Reduced 1.15%
6,362 $936,000
Q4 2020

Feb 11, 2021
BUY
N/A
2,393 Added 59.19%
6,436 $909,000
Q3 2020

Oct 28, 2020
SELL
N/A
-64 Reduced 1.56%
4,043 $520,000
Q2 2020

Jul 20, 2020
SELL
N/A
-760 Reduced 15.62%
4,107 $481,000
Q1 2020

Apr 13, 2020
BUY
N/A
906 Added 22.87%
4,867 $542,000
Q4 2019

Jan 24, 2020
BUY
N/A
167 Added 4.4%
3,961 $494,000
Q3 2019

Oct 15, 2019
SELL
N/A
-35 Reduced 0.91%
3,794 $454,000
Q2 2019

Jul 10, 2019
SELL
N/A
-198 Reduced 4.92%
3,829 $441,000
Q1 2019

Apr 12, 2019
SELL
N/A
-478 Reduced 10.61%
4,027 $441,000
Q4 2018

Jan 30, 2019
SELL
N/A
-507 Reduced 10.12%
4,505 $441,000
Q3 2018

Nov 01, 2018
BUY
N/A
300 Added 6.37%
5,012 $520,000
Q2 2018

Aug 14, 2018
SELL
N/A
-151 Reduced 3.11%
4,712 $498,000
Q1 2018

Apr 12, 2018
SELL
N/A
-1,366 Reduced 21.93%
4,863 $491,000
Q4 2017

Feb 09, 2018
BUY
N/A
4,948 Added 386.26%
6,229 $636,000
Q3 2017

Nov 14, 2017
BUY
N/A
1,281
1,281 $121,000

Others Institutions Holding VIG

# of Institutions
2,490
Shares Held
253M
Call Options Held
578K
Put Options Held
196K
View Full List

About VANGUARD DIVIDEND APPRECIATION

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