Valeo Financial Advisors, LLC Vanguard S&P Small Cap 600 ETF Transaction History
Valeo Financial Advisors, LLC
- $3.97 Billion
- Q4 2024
A detailed history of Valeo Financial Advisors, LLC transactions in Vanguard S&P Small Cap 600 ETF stock. As of the latest transaction made, Valeo Financial Advisors, LLC holds 4,987 shares of VIOO stock, worth $498,849. This represents 0.01% of its overall portfolio holdings.
Number of Shares
4,987
Previous 2,734
82.41%
Holding current value
$498,849
Previous $295,000
78.98%
% of portfolio
0.01%
Previous 0.01%
Shares
15 transactions
Others Institutions Holding VIOO
# of Institutions
362Shares Held
14.6MCall Options Held
0Put Options Held
0-
Orgel Wealth Management, LLC1.63MShares$163 Million4.68% of portfolio
-
Bank Of America Corp Charlotte, NC1.17MShares$117 Million0.01% of portfolio
-
Morgan Stanley New York, NY722KShares$72.2 Million0.01% of portfolio
-
Mariner, LLC Overland Park, KS599KShares$59.9 Million0.11% of portfolio
-
Lpl Financial LLC Fort Mill, SC469KShares$46.9 Million0.02% of portfolio