Valeo Financial Advisors, LLC Vanguard Index Fds S&P 500 ETF Transaction History

Valeo Financial Advisors, LLC

$4.33 Billion
Q1 2025

A detailed history of Valeo Financial Advisors, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Valeo Financial Advisors, LLC holds 96,681 shares of VOO stock, worth $49.2 Million. This represents 1.15% of its overall portfolio holdings.

Number of Shares

96,681

Previous 65,656 47.25%

Holding current value

$49.2 Million

Previous $35.4 Million 40.45%

% of portfolio

1.15%

Previous 0.89%

32 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 30, 2025	BUY	$507.05 - $563.67 $15.7 Million - $17.5 Million	31,025 Added 47.25%	96,681 $49.7 Million
Q4 2024 Jan 30, 2025	BUY	$521.84 - $558.82 $2.77 Million - $2.97 Million	5,309 Added 8.8%	65,656 $35.4 Million
Q3 2024 Oct 10, 2024	BUY	$475.2 - $527.7 $2.57 Million - $2.86 Million	5,415 Added 9.86%	60,347 $31.8 Million
Q2 2024 Jul 10, 2024	BUY	$455.1 - $504.28 $5.31 Million - $5.88 Million	11,659 Added 26.94%	54,932 $27.5 Million
Q1 2024 Apr 25, 2024	BUY	$429.43 - $481.35 $181,648 - $203,611	423 Added 0.99%	43,273 $20.8 Million
Q1 2024 Apr 19, 2024	BUY	$429.43 - $481.35 $576,724 - $646,453	1,343 Added 3.24%	42,850 $20.6 Million
Q4 2023 Jan 29, 2024	BUY	$377.32 - $438.19 $512,023 - $594,623	1,357 Added 3.38%	41,507 $18.1 Million
Q3 2023 Oct 19, 2023	BUY	$392.7 - $420.68 $153,545 - $164,485	391 Added 0.98%	40,150 $15.8 Million
Q2 2023 Jul 14, 2023	SELL	$371.44 - $407.28 $960,543 - $1.05 Million	-2,586 Reduced 6.11%	39,759 $16.2 Million
Q1 2023 Apr 17, 2023	SELL	$348.66 - $382.94 $282,414 - $310,181	-810 Reduced 1.88%	42,345 $15.9 Million
Q4 2022 Feb 09, 2023	BUY	$327.64 - $374.54 $3.99 Million - $4.56 Million	12,170 Added 39.28%	43,155 $15.2 Million
Q3 2022 Oct 31, 2022	BUY	$328.3 - $395.04 $528,891 - $636,409	1,611 Added 5.48%	30,985 $10.2 Million
Q2 2022 Aug 03, 2022	SELL	$337.07 - $419.85 $1.12 Million - $1.4 Million	-3,334 Reduced 10.19%	29,374 $10.2 Million
Q1 2022 Apr 28, 2022	SELL	$382.7 - $439.25 $847,680 - $972,938	-2,215 Reduced 6.34%	32,708 $13.6 Million
Q4 2021 Jan 07, 2022	BUY	$394.21 - $439.01 $4.43 Million - $4.93 Million	11,240 Added 47.46%	34,923 $15.2 Million
Q3 2021 Nov 02, 2021	BUY	$390.68 - $416.73 $1.15 Million - $1.22 Million	2,935 Added 14.15%	23,683 $9.34 Million
Q2 2021 Jul 22, 2021	BUY	$368.16 - $394.32 $513,583 - $550,076	1,395 Added 7.21%	20,748 $8.17 Million
Q1 2021 Apr 12, 2021	BUY	$339.03 - $365.24 $905,888 - $975,921	2,672 Added 16.02%	19,353 $7.05 Million
Q4 2020 Feb 11, 2021	BUY	$299.82 - $343.69 $391,265 - $448,515	1,305 Added 8.49%	16,681 $5.73 Million
Q3 2020 Oct 28, 2020	SELL	$285.37 - $328.74 $340,161 - $391,858	-1,192 Reduced 7.19%	15,376 $4.73 Million
Q2 2020 Jul 20, 2020	BUY	$226.15 - $297.17 $476,045 - $625,542	2,105 Added 14.55%	16,568 $4.7 Million
Q1 2020 Apr 13, 2020	BUY	$204.27 - $310.92 $1.37 Million - $2.08 Million	6,691 Added 86.09%	14,463 $3.7 Million
Q4 2019 Jan 24, 2020	BUY	$264.57 - $296.67 $343,676 - $385,374	1,299 Added 20.07%	7,772 $2.3 Million
Q3 2019 Oct 15, 2019	BUY	$260.57 - $277.38 $707,968 - $753,641	2,717 Added 72.34%	6,473 $1.77 Million
Q2 2019 Jul 10, 2019	BUY	$252.12 - $271.73 $128,076 - $138,038	508 Added 15.64%	3,756 $1.01 Million
Q1 2019 Apr 12, 2019	SELL	$224.5 - $261.43 $47,818 - $55,684	-213 Reduced 6.15%	3,248 $843,000
Q4 2018 Jan 30, 2019	BUY	$215.07 - $268.24 $284,107 - $354,345	1,321 Added 61.73%	3,461 $795,000
Q3 2018 Nov 01, 2018	SELL	$248.79 - $269.75 $23,635 - $25,626	-95 Reduced 4.25%	2,140 $532,000
Q2 2018 Aug 14, 2018	BUY	$236.48 - $256.33 $427,792 - $463,700	1,809 Added 424.65%	2,235 $579,000
Q1 2018 Apr 12, 2018	SELL	$236.79 - $263.36 $89,980 - $100,076	-380 Reduced 47.15%	426 $103,000
Q4 2017 Feb 09, 2018	BUY	$231.73 - $247.65 $183,530 - $196,138	792 Added 5657.14%	806 $198,000
Q3 2017 Nov 14, 2017	BUY	$228.78 - $230.76 $3,202 - $3,230	14	14 $3,000

Others Institutions Holding VOO

# of Institutions

3,579

Shares Held

465M

Call Options Held

2.36M

Put Options Held

2.12M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
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Valeo Financial Advisors, LLC Vanguard Index Fds S&P 500 ETF Transaction History