Vanguard S&p 500 Etf idx shares owned by Valeo Financial Advisors
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Valeo Financial Advisors
from 13F filings
Historical chart of Valeo Financial Advisors investment in Vanguard S&p 500 Etf idx
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Quarterly reported holdings in Vanguard S&p 500 Etf idx by Valeo Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $35M | 66k | 538.81 |
| 2024-09-30 | $32M | 60k | 527.67 |
| 2024-06-30 | $28M | 55k | 500.13 |
| 2024-03-31 | $21M | 43k | 480.70 |
| 2023-12-31 | $18M | 42k | 436.80 |
| 2023-09-30 | $16M | 40k | 392.70 |
| 2023-06-30 | $16M | 40k | 407.28 |
| 2023-03-31 | $16M | 42k | 376.07 |
| 2022-12-31 | $15M | 43k | 351.34 |
| 2022-09-30 | $10M | 31k | 328.29 |
| 2022-06-30 | $10M | 29k | 346.87 |
| 2022-03-31 | $14M | 33k | 415.16 |
| 2021-12-31 | $15M | 35k | 436.56 |
| 2021-09-30 | $9.3M | 24k | 394.42 |
| 2021-06-30 | $8.2M | 21k | 393.53 |
| 2021-03-31 | $7.0M | 19k | 364.28 |
| 2020-12-31 | $5.7M | 17k | 343.68 |
| 2020-09-30 | $4.7M | 15k | 307.69 |
| 2020-06-30 | $4.7M | 17k | 283.44 |
| 2020-03-31 | $3.7M | 15k | 255.48 |
| 2019-12-31 | $2.3M | 7.8k | 295.81 |
| 2019-09-30 | $1.8M | 6.5k | 272.67 |
| 2019-06-30 | $1.0M | 3.8k | 269.17 |
| 2019-03-31 | $843k | 3.2k | 259.54 |
| 2018-12-31 | $795k | 3.5k | 229.70 |
| 2018-09-30 | $532k | 2.1k | 248.60 |
| 2018-06-30 | $579k | 2.2k | 259.06 |
| 2018-03-31 | $103k | 426 | 241.78 |
| 2017-12-31 | $198k | 806 | 245.66 |
| 2017-09-30 | $3.0k | 14 | 214.29 |