Elevate Wealth Advisory, Inc Vanguard Small Cap ETF Transaction History
Elevate Wealth Advisory, Inc
- $138 Billion
- Q3 2025
A detailed history of Elevate Wealth Advisory, Inc transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Elevate Wealth Advisory, Inc holds 1,069 shares of VB stock, worth $267,046. This represents 0.2% of its overall portfolio holdings.
Number of Shares
1,069
Previous 1,131
5.48%
Holding current value
$267,046
Previous $269 Million
1.41%
% of portfolio
0.2%
Previous 0.19%
Shares
4 transactions
Others Institutions Holding VB
# of Institutions
2,482Shares Held
164MCall Options Held
68.3KPut Options Held
25.4K-
Bank Of America Corp Charlotte, NC23.5MShares$5.86 Billion0.42% of portfolio
-
Morgan Stanley New York, NY7.78MShares$1.94 Billion0.12% of portfolio
-
Wells Fargo & Company San Francisco, CA6.11MShares$1.53 Billion0.31% of portfolio
-
Envestnet Asset Management Inc4.31MShares$1.08 Billion0.34% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.97MShares$991 Million0.32% of portfolio