Valeo Financial Advisors, LLC Vanguard Mid Cap Growth Index Transaction History

Valeo Financial Advisors, LLC

$4.33 Billion
Q1 2025

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 2,874 shares of VOT stock, worth $769,743. This represents 0.02% of its overall portfolio holdings.

Number of Shares

2,874

Previous 3,232 11.08%

Holding current value

$769,743

Previous $820,000 14.27%

% of portfolio

0.02%

Previous 0.02%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 30, 2025	SELL	$237.72 - $276.98 $85,103 - $99,158	-358 Reduced 11.08%	2,874 $703,000
Q4 2024 Jan 30, 2025	SELL	$241.48 - $274.89 $1,207 - $1,374	-5 Reduced 0.15%	3,232 $820,000
Q3 2024 Oct 10, 2024	BUY	$218.05 - $243.47 $80,024 - $89,353	367 Added 12.79%	3,237 $788,000
Q2 2024 Jul 10, 2024	BUY	$218.75 - $234.97 $2,843 - $3,054	13 Added 0.46%	2,870 $658,000
Q1 2024 Apr 19, 2024	SELL	$212.21 - $235.79 $6,578 - $7,309	-31 Reduced 1.07%	2,857 $673,000
Q2 2023 Jul 14, 2023	BUY	$186.22 - $205.77 $2,048 - $2,263	11 Added 0.38%	2,888 $594,000
Q1 2023 Apr 17, 2023	SELL	$177.43 - $203.61 $26,437 - $30,337	-149 Reduced 4.92%	2,877 $560,000
Q4 2022 Feb 09, 2023	BUY	$165.84 - $193.83 $28,524 - $33,338	172 Added 6.03%	3,026 $543,000
Q3 2022 Oct 31, 2022	BUY	$170.12 - $208.72 $340 - $417	2 Added 0.07%	2,854 $487,000
Q2 2022 Aug 03, 2022	SELL	$167.96 - $227.2 $73,902 - $99,968	-440 Reduced 13.37%	2,852 $500,000
Q1 2022 Apr 28, 2022	SELL	$199.76 - $251.37 $75,908 - $95,520	-380 Reduced 10.35%	3,292 $733,000
Q4 2021 Jan 07, 2022	BUY	$234.3 - $265.79 $192,828 - $218,745	823 Added 28.89%	3,672 $935,000
Q1 2021 Apr 12, 2021	SELL	$204.75 - $230.34 $5,733 - $6,449	-28 Reduced 0.97%	2,849 $611,000
Q4 2020 Feb 11, 2021	BUY	$178.76 - $215.29 $5,005 - $6,028	28 Added 0.98%	2,877 $610,000
Q3 2020 Oct 28, 2020	BUY	$166.29 - $188.98 $456,133 - $518,372	2,743 Added 2587.74%	2,849 $513,000
Q2 2019 Jul 10, 2019	BUY	N/A	15 Added 16.48%	106 $16,000
Q3 2017 Nov 14, 2017	BUY	N/A	91	91 $11,000

Others Institutions Holding VOT

# of Institutions

1,076

Shares Held

40.5M

Call Options Held

17.9K

Put Options Held

5.2K

View Full List

About VANGUARD MID-CAP GROWTH INDEX

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Valeo Financial Advisors, LLC Vanguard Mid Cap Growth Index Transaction History