Level Financial Advisors, Inc. Vanguard Transaction History

Level Financial Advisors, Inc.

$252 Million
Q4 2024

A detailed history of Level Financial Advisors, Inc. transactions in Vanguard stock. As of the latest transaction made, Level Financial Advisors, Inc. holds 415,409 shares of VGSH stock, worth $24.3 Million. This represents 9.6% of its overall portfolio holdings.

Number of Shares

415,409

Previous 389,071 6.77%

Holding current value

$24.3 Million

Previous $23 Million 5.25%

% of portfolio

9.6%

Previous 9.43%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$58.02 - $58.88 $1.53 Million - $1.55 Million	26,338 Added 6.77%	415,409 $24.2 Million
Q3 2024 Oct 10, 2024	BUY	$57.74 - $59.13 $815,231 - $834,856	14,119 Added 3.77%	389,071 $23 Million
Q2 2024 Jul 23, 2024	BUY	$57.55 - $58.0 $554,839 - $559,178	9,641 Added 2.64%	374,952 $21.7 Million
Q1 2024 Apr 19, 2024	BUY	$57.88 - $58.54 $1.9 Million - $1.93 Million	32,908 Added 9.9%	365,311 $21.2 Million
Q4 2023 Jan 22, 2024	BUY	$57.34 - $58.41 $161,756 - $164,774	2,821 Added 0.86%	332,403 $19.4 Million
Q3 2023 Oct 18, 2023	SELL	$57.47 - $57.91 $289,418 - $291,634	-5,036 Reduced 1.5%	329,582 $19 Million
Q2 2023 Jul 14, 2023	BUY	$57.72 - $58.69 $539,912 - $548,986	9,354 Added 2.88%	334,618 $19.3 Million
Q1 2023 Apr 10, 2023	SELL	$57.32 - $58.77 $374,242 - $383,709	-6,529 Reduced 1.97%	325,264 $19 Million
Q4 2022 Jan 23, 2023	SELL	$57.38 - $58.13 $335,673 - $340,060	-5,850 Reduced 1.73%	331,793 $0
Q3 2022 Oct 18, 2022	BUY	$57.67 - $59.08 $3.47 Million - $3.55 Million	60,087 Added 21.65%	337,643 $19.5 Million
Q2 2022 Aug 10, 2022	BUY	$58.29 - $59.37 $131,269 - $133,701	2,252 Added 0.82%	277,556 $16.3 Million
Q1 2022 Apr 08, 2022	BUY	$59.19 - $60.79 $1.98 Million - $2.04 Million	33,480 Added 13.84%	275,304 $16.3 Million
Q4 2021 Jan 20, 2022	BUY	$60.79 - $61.43 $14.7 Million - $14.9 Million	241,824 New	241,824 $14.7 Million

Others Institutions Holding VGSH

# of Institutions

979

Shares Held

262M

Call Options Held

5.1K

Put Options Held

1.3K

View Full List

About VANGUARD

Ticker VGSH
Sector ETFs
Industry ETFs

More about VGSH

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Level Financial Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Level Financial Advisors, Inc. with notifications on news.

Account

Level Financial Advisors, Inc. Vanguard Transaction History