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 96,424 shares of VOO stock, worth $49.7 Million. This represents 22.03% of its overall portfolio holdings.

Number of Shares
96,424
Previous 97,962 1.57%
Holding current value
$49.7 Million
Previous $42.8 Million 8.32%
% of portfolio
22.03%
Previous 21.75%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$343.59 - $374.54 $1.19 Million - $1.3 Million
3,469 Added 3.93%
91,717 $0
Q3 2022

Oct 18, 2022

BUY
$339.63 - $395.04 $844,320 - $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

About VANGUARD INDEX FDS S&P 500 ETF


  • Ticker VOO
  • Sector ETFs
  • Industry ETFs
More about VOO
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