Level Financial Advisors, Inc. Vanguard Growth ETF Transaction History

Level Financial Advisors, Inc.

$252 Million
Q4 2024

A detailed history of Level Financial Advisors, Inc. transactions in Vanguard Growth ETF stock. As of the latest transaction made, Level Financial Advisors, Inc. holds 10,410 shares of VUG stock, worth $4.26 Million. This represents 1.7% of its overall portfolio holdings.

Number of Shares

10,410

Previous 6,867 51.59%

Holding current value

$4.26 Million

Previous $2.64 Million 62.06%

% of portfolio

1.7%

Previous 1.08%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$378.79 - $428.11 $1.34 Million - $1.52 Million	3,543 Added 51.59%	10,410 $4.27 Million
Q3 2024 Oct 10, 2024	BUY	$341.08 - $391.94 $649,757 - $746,645	1,905 Added 38.39%	6,867 $2.64 Million
Q2 2024 Jul 23, 2024	BUY	$322.46 - $377.11 $543,667 - $635,807	1,686 Added 51.47%	4,962 $1.86 Million
Q1 2024 Apr 19, 2024	BUY	$301.05 - $346.61 $233,614 - $268,969	776 Added 31.04%	3,276 $1.13 Million
Q4 2023 Jan 22, 2024	SELL	$261.54 - $312.16 $13,077 - $15,608	-50 Reduced 1.96%	2,500 $777,000
Q3 2023 Oct 18, 2023	BUY	$269.56 - $293.5 $269 - $293	1 Added 0.04%	2,550 $694,000
Q2 2023 Jul 14, 2023	SELL	$243.06 - $282.96 $1,458 - $1,697	-6 Reduced 0.23%	2,549 $721,000
Q1 2023 Apr 10, 2023	SELL	$209.25 - $249.44 $37,874 - $45,148	-181 Reduced 6.62%	2,555 $637,000
Q4 2022 Jan 23, 2023	BUY	$208.44 - $233.81 $191,764 - $215,105	920 Added 50.66%	2,736 $0
Q3 2022 Oct 18, 2022	SELL	$213.95 - $266.28 $78,091 - $97,192	-365 Reduced 16.74%	1,816 $388,000
Q2 2022 Aug 10, 2022	BUY	$214.97 - $293.87 $22,141 - $30,268	103 Added 4.96%	2,181 $486,000
Q1 2022 Apr 08, 2022	BUY	$254.37 - $323.09 $238,344 - $302,735	937 Added 82.12%	2,078 $598,000
Q4 2021 Jan 20, 2022	BUY	$287.0 - $325.67 $327,467 - $371,589	1,141 New	1,141 $366,000

Others Institutions Holding VUG

# of Institutions

2,659

Shares Held

261M

Call Options Held

203K

Put Options Held

275K

View Full List

About VANGUARD GROWTH ETF

Ticker VUG
Sector ETFs
Industry ETFs

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Level Financial Advisors, Inc. Vanguard Growth ETF Transaction History