Elevate Wealth Advisory, Inc Vanguard Specialized Funds Van Transaction History

Elevate Wealth Advisory, Inc

  • $123 Billion
  • Q2 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 39,716 shares of VNQ stock, worth $3.7 Million. This represents 2.73% of its overall portfolio holdings.

Number of Shares
39,716
Previous 35,132 13.05%
Holding current value
$3.7 Million
Previous $3.04 Billion 10.84%
% of portfolio
2.73%
Previous 2.64%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,766
Shares Held
243M
Call Options Held
1.33M
Put Options Held
1.1M
View Full List

About VANGUARD SPECIALIZED FUNDS VAN

VNQ Quotes by TradingView
  • Ticker VNQ
  • Sector ETFs
  • Industry ETFs
More about VNQ
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