Level Financial Advisors, Inc. Vanguard Bd Index Fd Inc Inter Transaction History

Level Financial Advisors, Inc.

$243 Million
Q3 2024

A detailed history of Level Financial Advisors, Inc. transactions in Vanguard Bd Index Fd Inc Inter stock. As of the latest transaction made, Level Financial Advisors, Inc. holds 12,541 shares of BIV stock, worth $934,931. This represents 0.4% of its overall portfolio holdings.

Number of Shares

12,541

Previous 7,391 69.68%

Holding current value

$934,931

Previous $553,000 77.58%

% of portfolio

0.4%

Previous 0.25%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 10, 2024	BUY	$74.26 - $78.84 $382,439 - $406,026	5,150 Added 69.68%	12,541 $982,000
Q2 2024 Jul 23, 2024	BUY	$73.13 - $75.43 $285,499 - $294,478	3,904 Added 111.96%	7,391 $553,000
Q1 2024 Apr 19, 2024	BUY	$74.51 - $76.61 $62,141 - $63,892	834 Added 31.44%	3,487 $262,000
Q4 2023 Jan 22, 2024	BUY	$70.49 - $76.74 $7,260 - $7,904	103 Added 4.04%	2,653 $202,000
Q3 2023 Oct 18, 2023	BUY	$72.11 - $75.67 $2,307 - $2,421	32 Added 1.27%	2,550 $184,000
Q2 2023 Jul 14, 2023	BUY	$74.96 - $77.47 $1,499 - $1,549	20 Added 0.8%	2,518 $189,000
Q1 2023 Apr 10, 2023	SELL	$73.57 - $77.31 $12,065 - $12,678	-164 Reduced 6.16%	2,498 $191,000
Q4 2022 Jan 23, 2023	BUY	$71.64 - $76.32 $13,110 - $13,966	183 Added 7.38%	2,662 $0
Q3 2022 Oct 18, 2022	SELL	$72.72 - $79.93 $40,941 - $45,000	-563 Reduced 18.51%	2,479 $182,000
Q2 2022 Aug 10, 2022	BUY	$75.37 - $81.44 $54,341 - $58,718	721 Added 31.06%	3,042 $236,000
Q1 2022 Apr 08, 2022	BUY	$81.03 - $87.06 $47,969 - $51,539	592 Added 34.24%	2,321 $190,000
Q4 2021 Jan 20, 2022	BUY	$87.51 - $89.66 $151,304 - $155,022	1,729 New	1,729 $151,000

Others Institutions Holding BIV

# of Institutions

899

Shares Held

157M

Call Options Held

Put Options Held

53.2K

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About VANGUARD BD INDEX FD INC INTER

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Level Financial Advisors, Inc. Vanguard Bd Index Fd Inc Inter Transaction History