Valeo Financial Advisors, LLC Vanguard Mid Cap Growth Index Transaction History
Valeo Financial Advisors, LLC
- $3.81 Billion
- Q3 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 3,237 shares of VOT stock, worth $841,555. This represents 0.02% of its overall portfolio holdings.
Number of Shares
3,237
Previous 2,870
12.79%
Holding current value
$841,555
Previous $658,000
19.76%
% of portfolio
0.02%
Previous 0.02%
Shares
15 transactions
Others Institutions Holding VOT
# of Institutions
977Shares Held
38.1MCall Options Held
26.7KPut Options Held
5.6K-
Axiom Advisory, LLC San Diego, CA3.1MShares$806 Million6.91% of portfolio
-
Royal Bank Of Canada Toronto, A62.75MShares$716 Million0.14% of portfolio
-
Morgan Stanley New York, NY2.43MShares$633 Million0.04% of portfolio
-
Assetmark, Inc2.19MShares$568 Million1.53% of portfolio
-
Bank Of America Corp Charlotte, NC1.83MShares$475 Million0.04% of portfolio