Level Wealth Management LLC Vanguard Total Stock Market Et Transaction History

Level Wealth Management LLC

$190 Billion
Q3 2025

A detailed history of Level Wealth Management LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Level Wealth Management LLC holds 154,660 shares of VTI stock, worth $51 Million. This represents 26.72% of its overall portfolio holdings.

Number of Shares

154,660

Previous 147,352 4.96%

Holding current value

$51 Million

Previous $44.8 Billion 13.33%

% of portfolio

26.72%

Previous 26.04%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	BUY	$303.93 - $329.86 $2.22 Million - $2.41 Million	7,308 Added 4.96%	154,660 $50.8 Billion
Q2 2025 Jul 29, 2025	SELL	$243.75 - $303.93 $8.36 Million - $10.4 Million	-34,298 Reduced 18.88%	147,352 $44.8 Billion
Q1 2025 Apr 28, 2025	BUY	$271.18 - $303.12 $6.29 Million - $7.03 Million	23,193 Added 14.64%	181,650 $49.9 Billion
Q4 2024 Jan 24, 2025	BUY	$280.04 - $302.45 $44.4 Million - $47.9 Million	158,457 New	158,457 $45.9 Billion

Others Institutions Holding VTI

# of Institutions

3,636

Shares Held

537M

Call Options Held

1.6M

Put Options Held

733K

View Full List

About VANGUARD TOTAL STOCK MARKET ET

Ticker VTI
Sector ETFs
Industry Closed-End Fund - Equity

More about VTI

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Level Wealth Management LLC Vanguard Total Stock Market Et Transaction History