Valeo Financial Advisors, LLC Vanguard Mid Cap Growth Index Transaction History
Valeo Financial Advisors, LLC
- $3.34 Billion
- Q1 2024
A detailed history of Valeo Financial Advisors, LLC transactions in Vanguard Mid Cap Growth Index stock. As of the latest transaction made, Valeo Financial Advisors, LLC holds 2,857 shares of VOT stock, worth $655,852. This represents 0.02% of its overall portfolio holdings.
Number of Shares
2,857
Previous 2,857
-0.0%
Holding current value
$655,852
Previous $673,000
-0.0%
% of portfolio
0.02%
Previous 0.01%
Shares
13 transactions
Others Institutions Holding VOT
# of Institutions
911Shares Held
32.6MCall Options Held
33.1KPut Options Held
4K-
Morgan Stanley New York, NY2.34MShares$537 Million0.04% of portfolio
-
Assetmark, Inc1.98MShares$456 Million1.53% of portfolio
-
Bank Of America Corp Charlotte, NC1.8MShares$414 Million0.04% of portfolio
-
Royal Bank Of Canada Toronto, A61.48MShares$341 Million0.08% of portfolio
-
Wells Fargo & Company San Francisco, CA1.25MShares$286 Million0.07% of portfolio