Valeo Financial Advisors, LLC Vanguard Total Stock Market Et Transaction History

Valeo Financial Advisors, LLC

  • $3.81 Billion
  • Q3 2024

A detailed history of Valeo Financial Advisors, LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Valeo Financial Advisors, LLC holds 32,688 shares of VTI stock, worth $9.59 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares
32,688
Previous 31,963 2.27%
Holding current value
$9.59 Million
Previous $8.55 Million 8.25%
% of portfolio
0.24%
Previous 0.24%

Shares

30 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 10, 2024
BUY
$255.18 - $283.2 $185,005 - $205,320
725 Added 2.27%
32,688 $9.26 Million
Q2 2024

Jul 10, 2024
BUY
$245.23 - $269.4 $346,019 - $380,123
1,411 Added 4.62%
31,963 $8.55 Million
Q1 2024

Apr 25, 2024
BUY
$232.77 - $260.14 $179,931 - $201,088
773 Added 2.6%
30,552 $7.94 Million
Q1 2024

Apr 19, 2024
BUY
$232.77 - $260.14 $512,792 - $573,088
2,203 Added 7.99%
29,779 $7.74 Million
Q4 2023

Jan 29, 2024
BUY
$203.12 - $238.25 $364,803 - $427,897
1,796 Added 6.97%
27,576 $6.54 Million
Q3 2023

Oct 19, 2023
BUY
$211.41 - $228.35 $23,889 - $25,803
113 Added 0.44%
25,780 $5.48 Million
Q2 2023

Jul 14, 2023
SELL
$200.75 - $220.28 $686,966 - $753,798
-3,422 Reduced 11.76%
25,667 $5.65 Million
Q1 2023

Apr 17, 2023
SELL
$189.85 - $210.01 $19.4 Million - $21.5 Million
-102,282 Reduced 77.86%
29,089 $5.94 Million
Q4 2022

Feb 09, 2023
BUY
$179.3 - $204.18 $18.7 Million - $21.3 Million
104,208 Added 383.64%
131,371 $25.1 Million
Q3 2022

Oct 31, 2022
SELL
$179.47 - $216.24 $16.9 Million - $20.3 Million
-94,020 Reduced 77.59%
27,163 $4.88 Million
Q2 2022

Aug 03, 2022
BUY
$183.02 - $230.52 $79,613 - $100,276
435 Added 0.36%
121,183 $22.9 Million
Q1 2022

Apr 28, 2022
BUY
$209.9 - $242.97 $1.76 Million - $2.03 Million
8,373 Added 7.45%
120,748 $27.5 Million
Q4 2021

Jan 07, 2022
BUY
$221.73 - $242.96 $1.31 Million - $1.43 Million
5,896 Added 5.54%
112,375 $27.1 Million
Q3 2021

Nov 02, 2021
BUY
$219.23 - $234.37 $16,442 - $17,577
75 Added 0.07%
106,479 $23.6 Million
Q2 2021

Jul 22, 2021
SELL
$209.28 - $222.82 $406,840 - $433,162
-1,944 Reduced 1.79%
106,404 $23.7 Million
Q1 2021

Apr 12, 2021
BUY
$191.87 - $208.85 $275,909 - $300,326
1,438 Added 1.35%
108,348 $22.4 Million
Q4 2020

Feb 11, 2021
BUY
$166.99 - $194.64 $1.15 Million - $1.34 Million
6,893 Added 6.89%
106,910 $20.8 Million
Q3 2020

Oct 28, 2020
SELL
$157.44 - $181.24 $642,827 - $740,002
-4,083 Reduced 3.92%
100,017 $17 Million
Q2 2020

Jul 20, 2020
SELL
$122.96 - $164.1 $364,576 - $486,556
-2,965 Reduced 2.77%
104,100 $16.3 Million
Q1 2020

Apr 13, 2020
BUY
$111.91 - $172.17 $632,403 - $972,932
5,651 Added 5.57%
107,065 $14.9 Million
Q4 2019

Jan 24, 2020
BUY
$146.61 - $164.29 $341,308 - $382,467
2,328 Added 2.35%
101,414 $16.6 Million
Q3 2019

Oct 15, 2019
BUY
$150.3 - $153.62 $339,076 - $346,566
2,256 Added 2.33%
99,086 $15 Million
Q2 2019

Jul 10, 2019
SELL
N/A
-610 Reduced 0.63%
96,830 $14.5 Million
Q1 2019

Apr 12, 2019
BUY
N/A
10,712 Added 12.35%
97,440 $14.1 Million
Q4 2018

Jan 30, 2019
BUY
N/A
2,631 Added 3.13%
86,728 $11.1 Million
Q3 2018

Nov 01, 2018
BUY
N/A
32,154 Added 61.9%
84,097 $11.7 Million
Q2 2018

Aug 14, 2018
SELL
N/A
-28,333 Reduced 35.29%
51,943 $7.57 Million
Q1 2018

Apr 12, 2018
BUY
N/A
6,860 Added 9.34%
80,276 $10.9 Million
Q4 2017

Feb 09, 2018
BUY
N/A
63,784 Added 662.21%
73,416 $10.1 Million
Q3 2017

Nov 14, 2017
BUY
N/A
9,632
9,632 $1.25 Million

Others Institutions Holding VTI

# of Institutions
3,045
Shares Held
453M
Call Options Held
1.81M
Put Options Held
618K
View Full List

About VANGUARD TOTAL STOCK MARKET ET

VTI Quotes by TradingView
  • Ticker VTI
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about VTI
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