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 $47.6 Million. This represents 19.36% of its overall portfolio holdings.

Number of Shares

90,409

Previous 94,198 4.02%

Holding current value

$47.6 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

3,528

Shares Held

474M

Call Options Held

2.36M

Put Options Held

2.13M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
Sector ETFs
Industry ETFs

More about VOO

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Level Financial Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Level Financial Advisors, Inc. with notifications on news.

Account

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