Level Financial Advisors, Inc. Vanguard Bd Index Fd Inc Long Transaction History

Level Financial Advisors, Inc.

$243 Million
Q3 2024

A detailed history of Level Financial Advisors, Inc. transactions in Vanguard Bd Index Fd Inc Long stock. As of the latest transaction made, Level Financial Advisors, Inc. holds 10,409 shares of BLV stock, worth $715,514. This represents 0.32% of its overall portfolio holdings.

Number of Shares

10,409

Previous 6,197 67.97%

Holding current value

$715,514

Previous $435,000 79.77%

% of portfolio

0.32%

Previous 0.2%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 10, 2024	BUY	$69.16 - $76.64 $291,301 - $322,807	4,212 Added 67.97%	10,409 $782,000
Q2 2024 Jul 23, 2024	BUY	$67.85 - $72.06 $420,466 - $446,555	6,197 New	6,197 $435,000
Q4 2023 Jan 22, 2024	SELL	$63.1 - $75.48 $40,068 - $47,929	-635 Reduced 28.79%	1,571 $117,000
Q3 2023 Oct 18, 2023	BUY	$66.98 - $75.19 $1,875 - $2,105	28 Added 1.29%	2,206 $147,000
Q2 2023 Jul 14, 2023	BUY	$72.8 - $77.78 $582 - $622	8 Added 0.37%	2,178 $163,000
Q1 2023 Apr 10, 2023	SELL	$72.23 - $78.61 $10,328 - $11,241	-143 Reduced 6.18%	2,170 $166,000
Q4 2022 Jan 23, 2023	BUY	$66.85 - $78.06 $6,083 - $7,103	91 Added 4.1%	2,313 $0
Q3 2022 Oct 18, 2022	SELL	$70.98 - $83.52 $34,567 - $40,674	-487 Reduced 17.98%	2,222 $160,000
Q2 2022 Aug 10, 2022	BUY	$76.82 - $91.91 $55,003 - $65,807	716 Added 35.93%	2,709 $216,000
Q1 2022 Apr 08, 2022	BUY	$89.51 - $101.14 $52,900 - $59,773	591 Added 42.15%	1,993 $183,000
Q4 2021 Jan 20, 2022	BUY	$100.51 - $106.41 $140,915 - $149,186	1,402 New	1,402 $144,000

Others Institutions Holding BLV

# of Institutions

386

Shares Held

42.4M

Call Options Held

27.4K

Put Options Held

158K

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About VANGUARD BD INDEX FD INC LONG

Ticker BLV
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Level Financial Advisors, Inc. Vanguard Bd Index Fd Inc Long Transaction History