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Engine No 1 Etf Trust shares owned by Valeo Financial Advisors

Quarter-by-quarter ownership of Engine No 1 Etf Trust (VOTE) shares owned by Valeo Financial Advisors from 13F filings

Historical chart of Valeo Financial Advisors investment in Engine No 1 Etf Trust

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All positions including Engine No 1 Etf Trust held by Valeo Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Engine No 1 Etf Trust by Valeo Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $688k 10k 67.04
2024-06-30 $652k 10k 63.58
2024-03-31 $612k 10k 59.15
2023-12-31 $505k 9.1k 55.62
2023-09-30 $361k 7.2k 49.88
2023-06-30 $373k 7.2k 51.60
2023-03-31 $344k 7.2k 47.59