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

Level Financial Advisors, Inc.

$327 Million
Q3 2025

A detailed history of Level Financial Advisors, Inc. transactions in Vanguard Bd Index Fd Inc Long stock. As of the latest transaction made, Level Financial Advisors, Inc. holds 50,229 shares of BLV stock, worth $3.53 Million. This represents 1.09% of its overall portfolio holdings.

Number of Shares

50,229

Previous 46,773 7.39%

Holding current value

$3.53 Million

Previous $3.25 Million 9.41%

% of portfolio

1.09%

Previous 1.09%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 15, 2025	BUY	$67.48 - $71.55 $233,210 - $247,276	3,456 Added 7.39%	50,229 $3.56 Million
Q2 2025 Jul 15, 2025	BUY	$66.5 - $71.25 $264,736 - $283,646	3,981 Added 9.3%	46,773 $3.25 Million
Q1 2025 Apr 10, 2025	BUY	$66.9 - $71.57 $1.61 Million - $1.72 Million	24,073 Added 128.6%	42,792 $3 Million
Q4 2024 Jan 22, 2025	BUY	$68.25 - $75.42 $567,157 - $626,740	8,310 Added 79.83%	18,719 $1.28 Million
Q3 2024 Oct 10, 2024	BUY	$69.16 - $76.64 $291,301 - $322,807	4,212 Added 67.97%	10,409 $782,000

Q2 2024 Jul 23, 2024	BUY	$67.85 - $72.06 $420,466 - $446,555	6,197 New	6,197 $435,000
Q4 2023 Jan 22, 2024	SELL	$63.1 - $75.48 $40,068 - $47,929	-635 Reduced 28.79%	1,571 $117,000
Q3 2023 Oct 18, 2023	BUY	$66.98 - $75.19 $1,875 - $2,105	28 Added 1.29%	2,206 $147,000
Q2 2023 Jul 14, 2023	BUY	$72.8 - $77.78 $582 - $622	8 Added 0.37%	2,178 $163,000
Q1 2023 Apr 10, 2023	SELL	$72.23 - $78.61 $10,328 - $11,241	-143 Reduced 6.18%	2,170 $166,000
Q4 2022 Jan 23, 2023	BUY	$66.85 - $78.06 $6,083 - $7,103	91 Added 4.1%	2,313 $0
Q3 2022 Oct 18, 2022	SELL	$70.98 - $83.52 $34,567 - $40,674	-487 Reduced 17.98%	2,222 $160,000
Q2 2022 Aug 10, 2022	BUY	$76.82 - $91.91 $55,003 - $65,807	716 Added 35.93%	2,709 $216,000
Q1 2022 Apr 08, 2022	BUY	$89.51 - $101.14 $52,900 - $59,773	591 Added 42.15%	1,993 $183,000
Q4 2021 Jan 20, 2022	BUY	$100.51 - $106.41 $140,915 - $149,186	1,402 New	1,402 $144,000

Others Institutions Holding BLV

# of Institutions

421

Shares Held

48.1M

Call Options Held

76.2K

Put Options Held

12.9K

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About VANGUARD BD INDEX FD INC LONG

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