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Valeo Financial Advisors’s Vital Farms VITL Stock Holding History

Valeo Financial Advisors’s Portfolio VITL Stock Details VITL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-300
Closed -$7K – 1783
2021
Q1 		$7K Sell
300
-800
-73% -$21K ﹤0.01% 1476
2020
Q4 		$28K Buy
1,100
+1,050
+2,100% +$33.2K ﹤0.01% 941
2020
Q3 		$2K Buy
+50
New +$1.89K ﹤0.01% 1435

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PAMU
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Valeo Financial Advisors's VITL Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Vital Farms (VITL) in Q2 2021, closing a stake of 300 shares — an estimated $7K sold.

Valeo Financial Advisors first reported a position in VITL in Q3 2020 and held it in 3 quarters. The position peaked at $28K in Q4 2020. 98 funds tracked by Wall St. Rank hold VITL as of Q2 2021.

  • Valeo Financial Advisors reported no remaining Vital Farms position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 300 Vital Farms shares in Q2 2021, an estimated $7K.
  • Valeo Financial Advisors first reported a position in Vital Farms in Q3 2020 and held it in 3 quarters.
  • Valeo Financial Advisors's Vital Farms position peaked at $28K in Q4 2020.
  • 98 funds tracked by Wall St. Rank held Vital Farms as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.