VFA
IVOO icon

Valeo Financial Advisors’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Valeo Financial Advisors’s Portfolio IVOO Stock Details IVOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.21M Sell
9,289
-402
-4% -$49.9K 0.03% 272
2026
Q1 		$1.11M Hold
9,691
– – 0.03% 254
2025
Q4 		$1.08M Hold
9,691
– – 0.02% 286
2025
Q3 		$1.07M Sell
9,691
-2,984
-24% -$325K 0.02% 288
2025
Q2 		$1.33M Buy
12,675
+10,461
+472% +$1.04M 0.03% 235
2025
Q1 		$219K Buy
2,214
+1
+0% +$105 0.01% 617
2024
Q4 		$233K Buy
+2,213
New +$240K 0.01% 626
2022
Q2 		– Sell
-2,400
Closed -$218K – 578
2022
Q1 		$218K Buy
+2,400
New +$216K 0.01% 525
2021
Q2 		– Sell
-950
Closed -$84K – 1164
2021
Q1 		$84K Hold
950
– – ﹤0.01% 675
2020
Q4 		$74K Hold
950
– – ﹤0.01% 652
2020
Q3 		$60K Hold
950
– – 0.01% 607
2020
Q2 		$57K Hold
950
– – 0.01% 669
2020
Q1 		$51K Buy
950
+604
+175% +$37.9K 0.01% 602
2019
Q4 		$24K Buy
+346
New +$23.2K ﹤0.01% 872

Other funds holding IVOO

ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
KCA
Kastel Capital Advisors Wellesley, Massachusetts $158M AUM
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
LSL
Legacy Solutions LLC Kennett Square, Pennsylvania $124M AUM 18.89% 1-Year Est. Return
FAB
First American Bank Dundee, Illinois $1.79B AUM 30.35% 1-Year Est. Return
OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return
RDFA
Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return