Valeo Financial Advisors, LLC Vanguard World Fd Esg Intl Stk Transaction History

Valeo Financial Advisors, LLC

$3.97 Billion
Q4 2024

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 10, 2024	BUY	$55.06 - $62.25 $181,587 - $205,300	3,298 New	3,298 $202,000
Q1 2024 Apr 19, 2024	SELL	$53.19 - $57.84 $8,244 - $8,965	-155 Reduced 2.63%	5,732 $329,000
Q4 2023 Jan 29, 2024	SELL	$48.05 - $55.28 $4,516 - $5,196	-94 Reduced 1.57%	5,887 $325,000
Q3 2023 Oct 19, 2023	BUY	$50.23 - $55.2 $15,219 - $16,725	303 Added 5.34%	5,981 $301,000
Q2 2023 Jul 14, 2023	BUY	$51.68 - $54.7 $40,930 - $43,322	792 Added 16.21%	5,678 $301,000
Q1 2023 Apr 17, 2023	BUY	$49.49 - $54.07 $247 - $270	5 Added 0.1%	4,886 $255,000
Q4 2022 Feb 09, 2023	BUY	$43.1 - $51.11 $210,371 - $249,467	4,881 New	4,881 $240,000
Q2 2021 Jul 22, 2021	SELL	$61.69 - $65.78 $143,861 - $153,398	-2,332 Closed	0 $0
Q4 2020 Feb 11, 2021	BUY	$50.72 - $59.51 $4,514 - $5,296	89 Added 3.97%	2,332 $138,000
Q1 2020 Apr 13, 2020	BUY	$36.37 - $54.44 $15,020 - $22,483	413 Added 22.57%	2,243 $96,000
Q3 2019 Oct 15, 2019	BUY	$49.13 - $50.3 $33,015 - $33,801	672 Added 58.03%	1,830 $90,000
Q2 2019 Jul 10, 2019	BUY	N/A	134 Added 13.09%	1,158 $58,000
Q1 2019 Apr 12, 2019	BUY	N/A	1,024 New	1,024 $50,000

Others Institutions Holding VSGX

# of Institutions

372

Shares Held

48.6M

Call Options Held

0

Put Options Held

0

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