Valeo Financial Advisors, LLC VANGUARD CORE TAX-EXEMPT BOND ETF Transaction History

Valeo Financial Advisors, LLC

  • $36.8 Billion
  • Q2 2025
Number of Shares
3,461
Previous 12,633 72.6%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 22, 2025
SELL
N/A
-9,172 Reduced 72.6%
3,461 $0
Q1 2025

Apr 30, 2025
BUY
N/A
2,380 Added 23.21%
12,633 $0
Q4 2024

Jan 30, 2025
BUY
N/A
10,253 New
10,253 $0
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