Next Level Wealth Planning, LLC Vanguard Total Stock Market Et Transaction History

Next Level Wealth Planning, LLC

$177 Billion
Q3 2025

A detailed history of Next Level Wealth Planning, LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Next Level Wealth Planning, LLC holds 46,281 shares of VTI stock, worth $15.3 Million. This represents 8.58% of its overall portfolio holdings.

Number of Shares

46,281

Previous 45,624 1.44%

Holding current value

$15.3 Million

Previous $13.9 Billion 9.53%

% of portfolio

8.58%

Previous 8.88%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 30, 2025	BUY	$303.93 - $329.86 $199,682 - $216,718	657 Added 1.44%	46,281 $15.2 Billion
Q2 2025 Jul 22, 2025	BUY	$243.75 - $303.93 $570,375 - $711,196	2,340 Added 5.41%	45,624 $13.9 Billion
Q1 2025 May 06, 2025	BUY	$271.18 - $303.12 $504,937 - $564,409	1,862 Added 4.5%	43,284 $11.9 Billion
Q4 2024 Jan 30, 2025	BUY	$280.04 - $302.45 $11.6 Million - $12.5 Million	41,422 New	41,422 $12 Billion

Others Institutions Holding VTI

# of Institutions

3,638

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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Next Level Wealth Planning, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Next Level Wealth Planning, LLC with notifications on news.

Account

Next Level Wealth Planning, LLC Vanguard Total Stock Market Et Transaction History