VANGUARD WORLD FD

Ticker: ESGV CUSIP: 921910733 Class: ESG US STK ETF

Valeo Financial Advisors, LLC's Holding History (CIK: 0001722641)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 4,574 Value ($000) $553 Avg Close Range
Q3 2025
Shares 4,907 Value ($000) $581 Avg Close Range
Q2 2025
Shares 5,037 Value ($000) $552 Avg Close Range
Q1 2025
Shares 5,037 Value ($000) $493 Avg Close Range
Q4 2024
Shares 4,011 Value ($000) $421 Avg Close Range
Q3 2024
Shares 4,011 Value ($000) $408 Avg Close Range
Q2 2024
Shares 4,011 Value ($000) $388 Avg Close Range
Q1 2024
Shares 7,556 Value ($000) $675 Avg Close Range
Q4 2023
Shares 7,547 Value ($000) $642 Avg Close Range
Q3 2023
Shares 7,680 Value ($000) $578 Avg Close Range
Q2 2023
Shares 8,116 Value ($000) $636 Avg Close Range
Q1 2023
Shares 7,412 Value ($000) $531 Avg Close Range
Q4 2022
Shares 11,419 Value ($000) $752 Avg Close Range
Q3 2022
Shares 4,605 Value ($000) $290 Avg Close Range
Q2 2022
Shares 4,605 Value ($000) $306 Avg Close Range
Q1 2022
Shares 4,605 Value ($000) $373 Avg Close Range
Q4 2021
Shares 4,605 Value ($000) $405 Avg Close Range
Q3 2021
Shares 4,605 Value ($000) $369 Avg Close Range
Q2 2021
Shares 4,605 Value ($000) $368 Avg Close Range
Q1 2021
Shares 4,605 Value ($000) $340 Avg Close Range
Q4 2020
Shares 4,605 Value ($000) $323 Avg Close Range
Q3 2020
Shares 5,027 Value ($000) $311 Avg Close Range
Q2 2020
Shares 5,027 Value ($000) $283 Avg Close Range
Q1 2020
Shares 5,027 Value ($000) $248 Avg Close Range
Q4 2019
Shares 3,927 Value ($000) $222 Avg Close Range
Q3 2019
Shares 3,927 Value ($000) $204 Avg Close Range
Q2 2019
Shares 3,148 Value ($000) $161 Avg Close Range
Q1 2019
Shares 2,068 Value ($000) $101 Avg Close Range