Vanguard Energy ETF shares owned by Valeo Financial Advisors
Quarter-by-quarter ownership of Vanguard Energy ETF (VDE) shares owned by Valeo Financial Advisors
from 13F filings
Historical chart of Valeo Financial Advisors investment in Vanguard Energy ETF
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Quarterly reported holdings in Vanguard Energy ETF by Valeo Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.2M | 9.5k | 122.47 |
| 2024-06-30 | $1.2M | 9.4k | 127.57 |
| 2024-03-31 | $1.2M | 9.3k | 131.70 |
| 2023-12-31 | $1.5M | 13k | 117.28 |
| 2023-09-30 | $1.7M | 13k | 126.74 |
| 2023-06-30 | $944k | 8.4k | 112.89 |
| 2023-03-31 | $965k | 8.4k | 114.23 |
| 2022-12-31 | $903k | 7.4k | 121.28 |
| 2022-09-30 | $770k | 7.6k | 101.60 |
| 2022-06-30 | $754k | 7.6k | 99.49 |
| 2022-03-31 | $1.6M | 15k | 107.04 |
| 2021-12-31 | $1.1M | 15k | 77.62 |
| 2021-09-30 | $1.1M | 15k | 73.91 |
| 2021-06-30 | $1.1M | 15k | 75.89 |
| 2021-03-31 | $974k | 14k | 67.98 |
| 2020-12-31 | $742k | 14k | 51.84 |
| 2020-09-30 | $691k | 17k | 40.33 |
| 2020-06-30 | $871k | 17k | 50.33 |
| 2020-03-31 | $847k | 19k | 44.68 |
| 2019-12-31 | $866k | 11k | 81.49 |
| 2019-09-30 | $743k | 9.5k | 78.05 |
| 2019-06-30 | $825k | 9.7k | 85.04 |
| 2019-03-31 | $791k | 8.8k | 89.40 |
| 2018-12-31 | $673k | 8.7k | 77.11 |
| 2018-09-30 | $656k | 7.1k | 92.36 |
| 2018-06-30 | $935k | 9.1k | 102.67 |
| 2018-03-31 | $275k | 3.0k | 92.50 |
| 2017-12-31 | $248k | 2.5k | 98.77 |
| 2017-09-30 | $236k | 2.5k | 93.47 |