Level Wealth Management LLC Vanguard Total Stock Market Et Transaction History

Level Wealth Management LLC

  • $172 Billion
  • Q2 2025

A detailed history of Level Wealth Management LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Level Wealth Management LLC holds 147,352 shares of VTI stock, worth $46.1 Million. This represents 26.04% of its overall portfolio holdings.

Number of Shares
147,352
Previous 181,650 18.88%
Holding current value
$46.1 Million
Previous $49.9 Billion 10.3%
% of portfolio
26.04%
Previous 32.67%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 29, 2025
SELL
$243.75 - $303.93 $8.36 Million - $10.4 Million
-34,298 Reduced 18.88%
147,352 $44.8 Billion
Q1 2025

Apr 28, 2025
BUY
$271.18 - $303.12 $6.29 Million - $7.03 Million
23,193 Added 14.64%
181,650 $49.9 Billion
Q4 2024

Jan 24, 2025
BUY
$280.04 - $302.45 $44.4 Million - $47.9 Million
158,457 New
158,457 $45.9 Billion

Others Institutions Holding VTI

# of Institutions
3,533
Shares Held
687M
Call Options Held
1.36M
Put Options Held
2.24M
View Full List

About VANGUARD TOTAL STOCK MARKET ET

VTI Quotes by TradingView
  • Ticker VTI
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about VTI
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