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

Next Level Wealth Planning, LLC

$132 Billion
Q1 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 43,284 shares of VTI stock, worth $12.5 Million. This represents 9.01% of its overall portfolio holdings.

Number of Shares

43,284

Previous 41,422 4.5%

Holding current value

$12.5 Million

Previous $12 Billion 0.9%

% of portfolio

9.01%

Previous 9.44%

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
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

Others Institutions Holding VTI

# of Institutions

3,451

Shares Held

518M

Call Options Held

1.15M

Put Options Held

904K

View Full List

About VANGUARD TOTAL STOCK MARKET ET

Ticker VTI
Sector ETFs
Industry Closed-End Fund - Equity

More about VTI

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