Level Financial Advisors, Inc. Vanguard Growth ETF Transaction History

Level Financial Advisors, Inc.

$218 Million
Q2 2024

A detailed history of Level Financial Advisors, Inc. transactions in Vanguard Growth ETF stock. As of the latest transaction made, Level Financial Advisors, Inc. holds 4,962 shares of VUG stock, worth $1.78 Million. This represents 0.85% of its overall portfolio holdings.

Number of Shares

4,962

Previous 3,276 51.47%

Holding current value

$1.78 Million

Previous $1.13 Million 64.6%

% of portfolio

0.85%

Previous 0.54%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 23, 2024	BUY	$322.46 - $377.11 $543,667 - $635,807	1,686 Added 51.47%	4,962 $1.86 Million
Q1 2024 Apr 19, 2024	BUY	$301.05 - $346.61 $233,614 - $268,969	776 Added 31.04%	3,276 $1.13 Million
Q4 2023 Jan 22, 2024	SELL	$261.54 - $312.16 $13,077 - $15,608	-50 Reduced 1.96%	2,500 $777,000
Q3 2023 Oct 18, 2023	BUY	$269.56 - $293.5 $269 - $293	1 Added 0.04%	2,550 $694,000
Q2 2023 Jul 14, 2023	SELL	$243.06 - $282.96 $1,458 - $1,697	-6 Reduced 0.23%	2,549 $721,000

Q1 2023 Apr 10, 2023	SELL	$209.25 - $249.44 $37,874 - $45,148	-181 Reduced 6.62%	2,555 $637,000
Q4 2022 Jan 23, 2023	BUY	$208.44 - $233.81 $191,764 - $215,105	920 Added 50.66%	2,736 $0
Q3 2022 Oct 18, 2022	SELL	N/A	-365 Reduced 16.74%	1,816 $388,000
Q2 2022 Aug 10, 2022	BUY	N/A	103 Added 4.96%	2,181 $486,000
Q1 2022 Apr 08, 2022	BUY	N/A	937 Added 82.12%	2,078 $598,000
Q4 2021 Jan 20, 2022	BUY	N/A	1,141 New	1,141 $366,000

Others Institutions Holding VUG

# of Institutions

2,230

Shares Held

222M

Call Options Held

174K

Put Options Held

53.4K

View Full List

About VANGUARD GROWTH ETF

Ticker VUG
Sector ETFs
Industry ETFs

More about VUG

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Level Financial Advisors, Inc. Vanguard Growth ETF Transaction History