Elevate Wealth Advisory, Inc Vanguard Bd Index Fd Inc Short Transaction History

Elevate Wealth Advisory, Inc

$141 Billion
Q1 2025

A detailed history of Elevate Wealth Advisory, Inc transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Elevate Wealth Advisory, Inc holds 149,330 shares of BSV stock, worth $11.7 Million. This represents 8.28% of its overall portfolio holdings.

Number of Shares

149,330

Previous 142,941 4.47%

Holding current value

$11.7 Million

Previous $10.9 Billion 6.82%

% of portfolio

8.28%

Previous 8.21%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	BUY	$76.94 - $78.28 $491,569 - $500,130	6,389 Added 4.47%	149,330 $11.7 Billion
Q4 2024 Feb 11, 2025	BUY	$77.02 - $78.58 $121,845 - $124,313	1,582 Added 1.12%	142,941 $10.9 Billion
Q3 2024 Nov 13, 2024	BUY	$76.38 - $78.87 $381,212 - $393,640	4,991 Added 3.66%	141,359 $11.1 Billion
Q2 2024 Aug 12, 2024	BUY	$75.81 - $76.76 $860,898 - $871,686	11,356 Added 9.08%	136,368 $10.5 Billion
Q1 2024 May 02, 2024	SELL	$76.34 - $77.25 $186,727 - $188,953	-2,446 Reduced 1.92%	125,012 $9.58 Billion
Q4 2023 Feb 14, 2024	BUY	$74.64 - $77.03 $9.51 Million - $9.82 Million	127,458 New	127,458 $9.82 Billion

Others Institutions Holding BSV

# of Institutions

1,355

Shares Held

394M

Call Options Held

Put Options Held

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About VANGUARD BD INDEX FD INC SHORT

Ticker BSV
Sector ETFs
Industry ETFs

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Elevate Wealth Advisory, Inc Vanguard Bd Index Fd Inc Short Transaction History