VFA
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Valeo Financial Advisors’s Broadridge BR Stock Holding History

Valeo Financial Advisors’s Portfolio BR Stock Details BR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-5
Closed -$1K – 1650
2020
Q2 		$1K Buy
+5
New +$579 ﹤0.01% 1850
2018
Q4 		– Sell
-11
Closed -$1.19K – 1503
2018
Q3 		$1K Buy
+11
New +$1.4K ﹤0.01% 1591
2018
Q2 		– Sell
-2,440
Closed -$268K – 1620
2018
Q1 		$268K Sell
2,440
-60
-2% -$5.96K 0.04% 217
2017
Q4 		$226K Buy
+2,500
New +$218K 0.04% 229

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T. Rowe Price Associates
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ACM
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Geode Capital Management
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JIM
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return