Valeo Financial Advisors, LLC Vanguard Russell 2000 ETF Transaction History

Valeo Financial Advisors, LLC

  • $3.81 Billion
  • Q3 2024

A detailed history of Valeo Financial Advisors, LLC transactions in Vanguard Russell 2000 ETF stock. As of the latest transaction made, Valeo Financial Advisors, LLC holds 5,698 shares of VTWO stock, worth $509,800. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,698
Previous 5,698 -0.0%
Holding current value
$509,800
Previous $467,000 8.99%
% of portfolio
0.01%
Previous 0.01%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 10, 2024
BUY
$77.95 - $84.63 $122,381 - $132,869
1,570 Added 38.03%
5,698 $467,000
Q1 2024

Apr 25, 2024
BUY
$76.54 - $85.06 $13,777 - $15,310
180 Added 4.56%
4,128 $351,000
Q4 2023

Jan 29, 2024
SELL
$65.62 - $82.7 $590 - $744
-9 Reduced 0.23%
3,948 $320,000
Q2 2023

Jul 14, 2023
SELL
$68.85 - $76.12 $1,032 - $1,141
-15 Reduced 0.38%
3,957 $299,000
Q1 2023

Apr 17, 2023
BUY
$68.74 - $80.05 $2,749 - $3,202
40 Added 1.02%
3,972 $286,000
Q3 2022

Oct 31, 2022
SELL
$66.63 - $81.11 $799 - $973
-12 Reduced 0.3%
3,932 $262,000
Q2 2022

Aug 03, 2022
SELL
$66.31 - $83.95 $1,989 - $2,518
-30 Reduced 0.75%
3,944 $270,000
Q1 2022

Apr 28, 2022
SELL
$77.21 - $90.84 $11,581 - $13,626
-150 Reduced 3.64%
3,974 $329,000
Q4 2021

Jan 07, 2022
BUY
$85.49 - $98.01 $25,817 - $29,599
302 Added 7.9%
4,124 $370,000
Q2 2021

Jul 22, 2021
BUY
$85.6 - $94.02 $165,379 - $181,646
1,932 Added 102.22%
3,822 $354,000
Q1 2021

Apr 12, 2021
BUY
$77.99 - $94.68 $147,401 - $178,945
1,890 New
1,890 $337,000

Others Institutions Holding VTWO

# of Institutions
530
Shares Held
64.9M
Call Options Held
43.7K
Put Options Held
20.5K
View Full List

About VANGUARD RUSSELL 2000 ETF

VTWO Quotes by TradingView
  • Ticker VTWO
  • Sector ETFs
  • Industry ETFs
More about VTWO
Track This Portfolio

Track Valeo Financial Advisors, LLC Portfolio

Follow Valeo Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Valeo Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Valeo Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email