Level Financial Advisors, Inc. Vanguard Index Fds S&P 500 ETF Transaction History

Level Financial Advisors, Inc.

$252 Million
Q4 2024

A detailed history of Level Financial Advisors, Inc. transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Level Financial Advisors, Inc. holds 90,409 shares of VOO stock, worth $46.2 Million. This represents 19.36% of its overall portfolio holdings.

Number of Shares

90,409

Previous 94,198 4.02%

Holding current value

$46.2 Million

Previous $49.7 Million 2.0%

% of portfolio

19.36%

Previous 20.42%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	SELL	$521.84 - $558.82 $1.98 Million - $2.12 Million	-3,789 Reduced 4.02%	90,409 $48.7 Million
Q3 2024 Oct 10, 2024	SELL	$475.2 - $527.7 $386,812 - $429,547	-814 Reduced 0.86%	94,198 $49.7 Million
Q2 2024 Jul 23, 2024	SELL	$455.1 - $504.28 $642,601 - $712,043	-1,412 Reduced 1.46%	95,012 $47.5 Million
Q1 2024 Apr 19, 2024	SELL	$429.43 - $481.35 $660,463 - $740,316	-1,538 Reduced 1.57%	96,424 $46.4 Million
Q4 2023 Jan 22, 2024	BUY	$377.32 - $438.19 $855,761 - $993,814	2,268 Added 2.37%	97,962 $42.8 Million
Q3 2023 Oct 18, 2023	BUY	$392.7 - $420.68 $203,811 - $218,332	519 Added 0.55%	95,694 $37.6 Million
Q2 2023 Jul 14, 2023	BUY	$371.44 - $407.28 $224,349 - $245,997	604 Added 0.64%	95,175 $38.8 Million
Q1 2023 Apr 10, 2023	BUY	$348.66 - $382.94 $995,075 - $1.09 Million	2,854 Added 3.11%	94,571 $35.6 Million
Q4 2022 Jan 23, 2023	BUY	$327.64 - $374.54 $1.14 Million - $1.3 Million	3,469 Added 3.93%	91,717 $0
Q3 2022 Oct 18, 2022	BUY	$328.3 - $395.04 $816,153 - $982,069	2,486 Added 2.9%	88,248 $29 Million
Q2 2022 Aug 10, 2022	BUY	$337.07 - $419.85 $700,094 - $872,028	2,077 Added 2.48%	85,762 $29.7 Million
Q1 2022 Apr 08, 2022	BUY	$382.7 - $439.25 $1.85 Million - $2.13 Million	4,843 Added 6.14%	83,685 $34.7 Million
Q4 2021 Jan 20, 2022	BUY	$394.21 - $439.01 $31.1 Million - $34.6 Million	78,842 New	78,842 $34.4 Million

Others Institutions Holding VOO

# of Institutions

3,547

Shares Held

473M

Call Options Held

2.36M

Put Options Held

2.13M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
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Level Financial Advisors, Inc. Vanguard Index Fds S&P 500 ETF Transaction History