Next Level Wealth Planning, LLC Vanguard Total Stock Market Et Transaction History

Next Level Wealth Planning, LLC

  • $156 Billion
  • Q2 2025

A detailed history of Next Level Wealth Planning, LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Next Level Wealth Planning, LLC holds 45,624 shares of VTI stock, worth $14.2 Million. This represents 8.88% of its overall portfolio holdings.

Number of Shares
45,624
Previous 43,284 5.41%
Holding current value
$14.2 Million
Previous $11.9 Billion 16.56%
% of portfolio
8.88%
Previous 9.01%

Shares

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

Jul 22, 2025
BUY
$243.75 - $303.93 $570,375 - $711,196
2,340 Added 5.41%
45,624 $13.9 Billion
Q1 2025

May 06, 2025
BUY
$271.18 - $303.12 $504,937 - $564,409
1,862 Added 4.5%
43,284 $11.9 Billion
Q4 2024

Jan 30, 2025
BUY
$280.04 - $302.45 $11.6 Million - $12.5 Million
41,422 New
41,422 $12 Billion

About VANGUARD TOTAL STOCK MARKET ET

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

Track Next Level Wealth Planning, LLC Portfolio

Follow Next Level Wealth Planning, LLC 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 Next Level Wealth Planning, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Next Level Wealth Planning, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email