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 $24.4 Million. This represents 9.6% of its overall portfolio holdings.

Number of Shares
415,409
Previous 389,071 6.77%
Holding current value
$24.4 Million
Previous $23 Million 5.25%
% of portfolio
9.6%
Previous 9.43%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
981
Shares Held
255M
Call Options Held
5.1K
Put Options Held
1.3K
View Full List

About VANGUARD

VGSH Quotes by TradingView
  • Ticker VGSH
  • Sector ETFs
  • Industry ETFs
More about VGSH
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