Valeo Financial Advisors, LLC Vanguard Mid Cap Value Index F Transaction History

Valeo Financial Advisors, LLC

  • $4.33 Billion
  • Q1 2025

A detailed history of Valeo Financial Advisors, LLC transactions in Vanguard Mid Cap Value Index F stock. As of the latest transaction made, Valeo Financial Advisors, LLC holds 2,151 shares of VOE stock, worth $349,515. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,151
Holding current value
$349,515
% of portfolio
0.01%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 30, 2025
BUY
$156.61 - $168.02 $336,868 - $361,411
2,151 New
2,151 $345,000
Q3 2023

Oct 19, 2023
BUY
$130.77 - $144.24 $231,724 - $255,593
1,772 New
1,772 $232,000
Q4 2022

Feb 09, 2023
BUY
$122.51 - $142.75 $325,141 - $378,858
2,654 New
2,654 $358,000
Q2 2022

Aug 03, 2022
SELL
$126.2 - $153.17 $207,094 - $251,351
-1,641 Closed
0 $0
Q1 2022

Apr 28, 2022
BUY
$140.72 - $152.6 $30,817 - $33,419
219 Added 15.4%
1,641 $246,000
Q4 2021

Jan 07, 2022
BUY
$140.47 - $150.69 $199,748 - $214,281
1,422 New
1,422 $214,000
Q2 2021

Jul 22, 2021
SELL
$136.19 - $145.71 $87,570 - $93,691
-643 Closed
0 $0
Q1 2021

Apr 12, 2021
SELL
$116.81 - $138.13 $3,270 - $3,867
-28 Reduced 4.17%
643 $87,000
Q4 2020

Feb 11, 2021
BUY
$100.82 - $119.56 $10,989 - $13,032
109 Added 19.4%
671 $80,000
Q3 2020

Oct 28, 2020
SELL
$93.59 - $106.12 $1,403 - $1,591
-15 Reduced 2.6%
562 $57,000
Q2 2020

Jul 20, 2020
SELL
$75.66 - $107.24 $170,159 - $241,182
-2,249 Reduced 79.58%
577 $55,000
Q1 2020

Apr 13, 2020
BUY
$68.69 - $121.9 $76,314 - $135,430
1,111 Added 64.78%
2,826 $251,000
Q4 2019

Jan 24, 2020
SELL
$108.67 - $119.8 $652 - $718
-6 Reduced 0.35%
1,715 $204,000
Q3 2019

Oct 15, 2019
BUY
$112.16 - $114.13 $3,589 - $3,652
32 Added 1.89%
1,721 $194,000
Q2 2019

Jul 10, 2019
BUY
N/A
37 Added 2.24%
1,689 $188,000
Q1 2019

Apr 12, 2019
BUY
N/A
315 Added 23.56%
1,652 $178,000
Q4 2018

Jan 30, 2019
SELL
N/A
-15 Reduced 1.11%
1,337 $127,000
Q3 2018

Nov 01, 2018
BUY
N/A
742 Added 121.64%
1,352 $141,000
Q2 2018

Aug 14, 2018
BUY
N/A
2 Added 0.33%
610 $69,000
Q1 2018

Apr 12, 2018
BUY
N/A
261 Added 75.22%
608 $67,000
Q3 2017

Nov 14, 2017
BUY
N/A
347
347 $37,000

Others Institutions Holding VOE

# of Institutions
1,204
Shares Held
70.6M
Call Options Held
42.8K
Put Options Held
1.3K
View Full List

About VANGUARD MID-CAP VALUE INDEX F

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