Valeo Financial Advisors, LLC Vanguard Russell 2000 Growth E Transaction History
Valeo Financial Advisors, LLC
- $3.81 Billion
- Q3 2024
A detailed history of Valeo Financial Advisors, LLC transactions in Vanguard Russell 2000 Growth E stock. As of the latest transaction made, Valeo Financial Advisors, LLC holds 1,126 shares of VTWG stock, worth $248,429. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,126
Previous 1,115
0.99%
Holding current value
$248,429
Previous $213,000
9.39%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding VTWG
# of Institutions
159Shares Held
2.45MCall Options Held
0Put Options Held
0-
Westwood Holdings Group Inc Dallas, TX363KShares$80.1 Million0.6% of portfolio
-
Bank Of America Corp Charlotte, NC300KShares$66.3 Million0.01% of portfolio
-
Pathstone Holdings, LLC Englewood, NJ169KShares$37.3 Million0.16% of portfolio
-
Cetera Investment Advisers Schaumburg, IL137KShares$30.2 Million0.06% of portfolio
-
Assetmark, Inc125KShares$27.5 Million0.07% of portfolio