Level Financial Advisors, Inc. Vanguard Sht Trm Inflt Prot Fd Transaction History

Level Financial Advisors, Inc.

$252 Million
Q4 2024

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 40,922 shares of VTIP stock, worth $2 Million. This represents 0.79% of its overall portfolio holdings.

Number of Shares

40,922

Previous 45,698 10.45%

Holding current value

$2 Million

Previous $2.25 Million 12.07%

% of portfolio

0.79%

Previous 0.93%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	SELL	$48.33 - $49.08 $230,824 - $234,406	-4,776 Reduced 10.45%	40,922 $1.98 Million
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

# of Institutions

767

Shares Held

143M

Call Options Held

14.1K

Put Options Held

7.6K

View Full List

About VANGUARD SHT TRM INFLT-PROT FD

Ticker VTIP
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Level Financial Advisors, Inc. Vanguard Sht Trm Inflt Prot Fd Transaction History