Level Financial Advisors, Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History

Level Financial Advisors, Inc.

$243 Million
Q3 2024

A detailed history of Level Financial Advisors, Inc. transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Level Financial Advisors, Inc. holds 8,196 shares of VTEB stock, worth $414,553. This represents 0.17% of its overall portfolio holdings.

Number of Shares

8,196

Previous 8,512 3.71%

Holding current value

$414,553

Previous $426,000 1.88%

% of portfolio

0.17%

Previous 0.2%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 10, 2024	SELL	$49.93 - $51.15 $15,777 - $16,163	-316 Reduced 3.71%	8,196 $418,000
Q2 2024 Jul 23, 2024	BUY	$49.55 - $50.44 $33,347 - $33,946	673 Added 8.59%	8,512 $426,000
Q1 2024 Apr 19, 2024	BUY	$50.36 - $51.06 $13,849 - $14,041	275 Added 3.64%	7,839 $396,000
Q4 2023 Jan 22, 2024	SELL	$47.36 - $51.14 $131,566 - $142,066	-2,778 Reduced 26.86%	7,564 $386,000
Q3 2023 Oct 18, 2023	BUY	$48.03 - $50.5 $146,635 - $154,176	3,053 Added 41.89%	10,342 $497,000
Q2 2023 Jul 14, 2023	SELL	$49.5 - $51.06 $14,751 - $15,215	-298 Reduced 3.93%	7,289 $366,000
Q1 2023 Apr 10, 2023	SELL	$49.32 - $51.02 $50,158 - $51,887	-1,017 Reduced 11.82%	7,587 $384,000
Q4 2022 Jan 23, 2023	BUY	$47.5 - $50.06 $5,605 - $5,907	118 Added 1.39%	8,604 $0
Q3 2022 Oct 18, 2022	SELL	$48.11 - $51.14 $98,529 - $104,734	-2,048 Reduced 19.44%	8,486 $409,000
Q2 2022 Aug 10, 2022	BUY	$49.13 - $51.51 $315,955 - $331,260	6,431 Added 156.74%	10,534 $526,000
Q1 2022 Apr 08, 2022	BUY	$51.44 - $54.88 $211,058 - $225,172	4,103 New	4,103 $212,000

Others Institutions Holding VTEB

# of Institutions

1,175

Shares Held

508M

Call Options Held

39.6K

Put Options Held

85.7K

View Full List

About VANGUARD MUN BD FDS TAX-EXEMPT

Ticker VTEB
Sector ETFs
Industry ETFs

More about VTEB

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 Mun Bd Fds Tax Exempt Transaction History