Level Financial Advisors, Inc. Vanguard World Fd Esg Intl Stk Transaction History

Level Financial Advisors, Inc.

$252 Million
Q4 2024

A detailed history of Level Financial Advisors, Inc. transactions in Vanguard World Fd Esg Intl Stk stock. As of the latest transaction made, Level Financial Advisors, Inc. holds 4,612 shares of VSGX stock, worth $271,969. This represents 0.1% of its overall portfolio holdings.

Number of Shares

4,612

Previous 4,929 6.43%

Holding current value

$271,969

Previous $303,000 13.86%

% of portfolio

0.1%

Previous 0.12%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	SELL	$56.61 - $61.63 $17,945 - $19,536	-317 Reduced 6.43%	4,612 $261,000
Q4 2022 Jan 23, 2023	SELL	$43.1 - $51.11 $6,120 - $7,257	-142 Reduced 2.8%	4,929 $0
Q3 2022 Oct 18, 2022	BUY	$43.44 - $51.83 $22,154 - $26,433	510 Added 11.18%	5,071 $220,000
Q2 2022 Aug 10, 2022	BUY	$48.34 - $58.27 $3,818 - $4,603	79 Added 1.76%	4,561 $224,000
Q1 2022 Apr 08, 2022	BUY	$53.11 - $62.8 $238,039 - $281,469	4,482 New	4,482 $256,000

Others Institutions Holding VSGX

# of Institutions

357

Shares Held

45.6M

Call Options Held

Put Options Held

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About VANGUARD WORLD FD ESG INTL STK

Ticker VSGX
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Level Financial Advisors, Inc. Vanguard World Fd Esg Intl Stk Transaction History