Level Financial Advisors VTI Holdings History
Level Financial Advisors's Vanguard Total Stock Market ETF Holding Summary
As of 2025-06-30, Level Financial Advisors held 21,359.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $6.49 Mil. This investment constitutes 2.02% of their stock portfolio, and Level Financial Advisors now holds 0% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.
The initial trade took place in 2021Q4. And since then Level Financial Advisors has made 10 purchases of VTI, at an average price of $213.90, for a total of 22,384.00 shares. In addition, there have been 4 sales at an average price of $226.92 for 1,025.00 shares. Based on historical transaction data and VTI's current price of $311.96, Level Financial Advisors's estimated gain on his VTI holdings is $2.11 Mil, reflecting a 44.02% gain to date.
Level Financial Advisors VTI ($311.96) Holding Chart
Level Financial Advisors VTI ($311.96) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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