Elevate Wealth Advisory, Inc Vanguard Specialized Funds Van Transaction History

Elevate Wealth Advisory, Inc

$135 Billion
Q3 2024

A detailed history of Elevate Wealth Advisory, Inc transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Elevate Wealth Advisory, Inc holds 40,083 shares of VNQ stock, worth $3.56 Million. This represents 2.92% of its overall portfolio holdings.

Number of Shares

40,083

Previous 39,716 0.92%

Holding current value

$3.56 Million

Previous $3.37 Billion 16.92%

% of portfolio

2.92%

Previous 2.73%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$82.97 - $98.97 $30,449 - $36,321	367 Added 0.92%	40,083 $3.94 Billion
Q2 2024 Aug 12, 2024	BUY	$78.61 - $85.97 $360,348 - $394,086	4,584 Added 13.05%	39,716 $3.37 Billion
Q1 2024 May 02, 2024	BUY	$82.58 - $89.12 $190,512 - $205,599	2,307 Added 7.03%	35,132 $3.04 Billion
Q4 2023 Feb 14, 2024	BUY	$71.05 - $89.54 $2.33 Million - $2.94 Million	32,825 New	32,825 $2.9 Billion

Others Institutions Holding VNQ

# of Institutions

1,825

Shares Held

241M

Call Options Held

1.22M

Put Options Held

1.53M

View Full List

About VANGUARD SPECIALIZED FUNDS VAN

Ticker VNQ
Sector ETFs
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Elevate Wealth Advisory, Inc Vanguard Specialized Funds Van Transaction History