A detailed history of Level Financial Advisors, Inc. transactions in Vanguard Sht Trm Inflt Prot Fd stock. As of the latest transaction made, Level Financial Advisors, Inc. holds 45,698 shares of VTIP stock, worth $2.23 Million. This represents 0.93% of its overall portfolio holdings.

Number of Shares
45,698
Previous 45,662 0.08%
Holding current value
$2.23 Million
Previous $2.22 Million 1.67%
% of portfolio
0.93%
Previous 1.02%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 10, 2024

BUY
$48.06 - $49.39 $1,730 - $1,778
36 Added 0.08%
45,698 $2.25 Million
Q2 2024

Jul 23, 2024

SELL
$47.74 - $48.54 $51,559 - $52,423
-1,080 Reduced 2.31%
45,662 $2.22 Million
Q1 2024

Apr 19, 2024

SELL
$47.38 - $47.91 $167,819 - $169,697
-3,542 Reduced 7.04%
46,742 $2.24 Million
Q4 2023

Jan 22, 2024

BUY
$46.72 - $48.12 $103,952 - $107,067
2,225 Added 4.63%
50,284 $2.39 Million
Q3 2023

Oct 18, 2023

BUY
$46.9 - $47.47 $93,096 - $94,227
1,985 Added 4.31%
48,059 $2.27 Million
Q2 2023

Jul 14, 2023

BUY
$47.37 - $48.0 $127,188 - $128,880
2,685 Added 6.19%
46,074 $2.18 Million
Q1 2023

Apr 10, 2023

BUY
$46.62 - $47.83 $487,785 - $500,445
10,463 Added 31.78%
43,389 $2.07 Million
Q4 2022

Jan 23, 2023

BUY
$46.71 - $48.22 $165,026 - $170,361
3,533 Added 12.02%
32,926 $0
Q3 2022

Oct 18, 2022

BUY
$48.11 - $50.34 $138,075 - $144,475
2,870 Added 10.82%
29,393 $1.41 Million
Q2 2022

Aug 10, 2022

BUY
$50.05 - $51.06 $95,645 - $97,575
1,911 Added 7.76%
26,523 $1.33 Million
Q1 2022

Apr 08, 2022

BUY
$50.6 - $52.11 $203,968 - $210,055
4,031 Added 19.59%
24,612 $1.26 Million
Q4 2021

Jan 20, 2022

BUY
$51.18 - $52.61 $1.05 Million - $1.08 Million
20,581 New
20,581 $1.06 Million

Others Institutions Holding VTIP

About VANGUARD SHT TRM INFLT-PROT FD


  • Ticker VTIP
  • Sector ETFs
  • Industry ETFs
More about VTIP
Track This Portfolio

Track Level Financial Advisors, Inc. Portfolio

Follow Level Financial Advisors, Inc. and customize your updates to receive the information that matters most to you.

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.