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

Level Financial Advisors, Inc.

$210 Million
Q1 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 12,813 shares of VCEB stock, worth $801,068. This represents 0.38% of its overall portfolio holdings.

Number of Shares

12,813

Previous 15,042 14.82%

Holding current value

$801,068

Previous $953,000 15.63%

% of portfolio

0.38%

Previous 0.48%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$58.39 - $62.66 $73,980 - $79,390	1,267 Added 30.05%	5,483 $0
Q2 2022 Aug 10, 2022	BUY	N/A	4,216 New	4,216 $265,000

Others Institutions Holding VCEB

# of Institutions

Shares Held

2.59M

Call Options Held

Put Options Held

View Full List

About VANGUARD WORLD FD ESG U S CORP

Ticker VCEB
Sector ETFs
Industry ETFs

More about VCEB

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