Level Financial Advisors, Inc. Vanguard World Fd Esg U S Corp Transaction History

Level Financial Advisors, Inc.

$243 Million
Q3 2024

A detailed history of Level Financial Advisors, Inc. transactions in Vanguard World Fd Esg U S Corp stock. As of the latest transaction made, Level Financial Advisors, Inc. holds 13,616 shares of VCEB stock, worth $848,276. This represents 0.36% of its overall portfolio holdings.

Number of Shares

13,616

Previous 13,608 0.06%

Holding current value

$848,276

Previous $844,000 4.62%

% of portfolio

0.36%

Previous 0.39%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 10, 2024	BUY	$61.6 - $65.13 $492 - $521	8 Added 0.06%	13,616 $883,000
Q2 2024 Jul 23, 2024	BUY	$60.71 - $62.62 $48,264 - $49,782	795 Added 6.2%	13,608 $844,000
Q1 2024 Apr 19, 2024	SELL	$61.87 - $63.48 $137,908 - $141,496	-2,229 Reduced 14.82%	12,813 $804,000
Q4 2023 Jan 22, 2024	BUY	$57.78 - $63.69 $107,644 - $118,654	1,863 Added 14.14%	15,042 $953,000
Q3 2023 Oct 18, 2023	BUY	$59.36 - $62.14 $167,039 - $174,861	2,814 Added 27.15%	13,179 $782,000
Q2 2023 Jul 14, 2023	BUY	$61.11 - $63.02 $152,469 - $157,234	2,495 Added 31.7%	10,365 $642,000
Q1 2023 Apr 10, 2023	BUY	$60.51 - $63.64 $144,437 - $151,908	2,387 Added 43.53%	7,870 $493,000
Q4 2022 Jan 23, 2023	BUY	$57.68 - $62.66 $73,080 - $79,390	1,267 Added 30.05%	5,483 $0
Q2 2022 Aug 10, 2022	BUY	$61.54 - $68.13 $259,452 - $287,236	4,216 New	4,216 $265,000

Others Institutions Holding VCEB

# of Institutions

Shares Held

3.66M

Call Options Held

Put Options Held

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About VANGUARD WORLD FD ESG U S CORP

Ticker VCEB
Sector ETFs
Industry ETFs

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Level Financial Advisors, Inc. Vanguard World Fd Esg U S Corp Transaction History