Level Financial Advisors, Inc. Vanguard Transaction History

Level Financial Advisors, Inc.

$218 Million
Q2 2024

A detailed history of Level Financial Advisors, Inc. transactions in Vanguard stock. As of the latest transaction made, Level Financial Advisors, Inc. holds 374,952 shares of VGSH stock, worth $22 Million. This represents 9.99% of its overall portfolio holdings.

Number of Shares

374,952

Previous 365,311 2.64%

Holding current value

$22 Million

Previous $21.2 Million 2.5%

% of portfolio

9.99%

Previous 10.08%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 23, 2024	BUY	$57.55 - $58.0 $554,839 - $559,178	9,641 Added 2.64%	374,952 $21.7 Million
Q1 2024 Apr 19, 2024	BUY	$57.88 - $58.54 $1.9 Million - $1.93 Million	32,908 Added 9.9%	365,311 $21.2 Million
Q4 2023 Jan 22, 2024	BUY	$57.34 - $58.41 $161,756 - $164,774	2,821 Added 0.86%	332,403 $19.4 Million
Q3 2023 Oct 18, 2023	SELL	$57.47 - $57.91 $289,418 - $291,634	-5,036 Reduced 1.5%	329,582 $19 Million
Q2 2023 Jul 14, 2023	BUY	$57.72 - $58.69 $539,912 - $548,986	9,354 Added 2.88%	334,618 $19.3 Million
Q1 2023 Apr 10, 2023	SELL	$57.32 - $58.77 $374,242 - $383,709	-6,529 Reduced 1.97%	325,264 $19 Million
Q4 2022 Jan 23, 2023	SELL	$57.38 - $58.13 $335,673 - $340,060	-5,850 Reduced 1.73%	331,793 $0
Q3 2022 Oct 18, 2022	BUY	$57.67 - $59.08 $3.47 Million - $3.55 Million	60,087 Added 21.65%	337,643 $19.5 Million
Q2 2022 Aug 10, 2022	BUY	$58.29 - $59.37 $131,269 - $133,701	2,252 Added 0.82%	277,556 $16.3 Million
Q1 2022 Apr 08, 2022	BUY	$59.19 - $60.79 $1.98 Million - $2.04 Million	33,480 Added 13.84%	275,304 $16.3 Million
Q4 2021 Jan 20, 2022	BUY	$60.79 - $61.43 $14.7 Million - $14.9 Million	241,824 New	241,824 $14.7 Million

Others Institutions Holding VGSH

# of Institutions

901

Shares Held

233M

Call Options Held

15.1K

Put Options Held

44K

View Full List

About VANGUARD

Ticker VGSH
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Level Financial Advisors, Inc. Vanguard Transaction History