Level Four Advisory Services, LLC Vanguard Total World Stk Index Transaction History

Level Four Advisory Services, LLC

$2.27 Billion
Q1 2025

A detailed history of Level Four Advisory Services, LLC transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Level Four Advisory Services, LLC holds 6,209 shares of VT stock, worth $765,135. This represents 0.03% of its overall portfolio holdings.

Number of Shares

6,209

Previous 5,477 13.36%

Holding current value

$765,135

Previous $643,000 11.82%

% of portfolio

0.03%

Previous 0.03%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	BUY	$115.08 - $123.97 $84,238 - $90,746	732 Added 13.36%	6,209 $719,000
Q4 2024 Feb 12, 2025	SELL	$117.09 - $123.07 $47,304 - $49,720	-404 Reduced 6.87%	5,477 $643,000
Q3 2024 Nov 14, 2024	BUY	$107.72 - $119.96 $203,267 - $226,364	1,887 Added 47.25%	5,881 $703,000
Q2 2024 Aug 09, 2024	BUY	$104.94 - $113.51 $419,130 - $453,358	3,994 New	3,994 $449,000

Others Institutions Holding VT

# of Institutions

1,107

Shares Held

110M

Call Options Held

337K

Put Options Held

118K

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Level Four Advisory Services, LLC Vanguard Total World Stk Index Transaction History