Next Level Wealth Planning, LLC
Position in VCRM — VANGUARD CORE TAX-EXEMPT BOND ETF
CIK 2044208
Meridian, ID
All Filings in VCRM
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $715,868 | 9,370 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $682,437 | 9,081 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $210,462 | 2,785 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $200,616 | 2,666 | Shares | Sole | 2025-10-30 | |
| No filing history on record for this holder in this stock. | ||||||