Elevate Wealth Advisory, Inc Vanguard Small Cap ETF Transaction History
Elevate Wealth Advisory, Inc
- $141 Billion
- Q2 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 1,131 shares of VB stock, worth $291,639. This represents 0.19% of its overall portfolio holdings.
Number of Shares
1,131
Previous 1,067
6.0%
Holding current value
$291,639
Previous $237 Million
13.65%
% of portfolio
0.19%
Previous 0.17%
Shares
3 transactions
Others Institutions Holding VB
# of Institutions
2,405Shares Held
167MCall Options Held
73.6KPut Options Held
16.3K-
Bank Of America Corp Charlotte, NC24.3MShares$6.25 Billion0.43% of portfolio
-
Morgan Stanley New York, NY7.74MShares$2 Billion0.12% of portfolio
-
Jones Financial Companies Lllp6.96MShares$1.8 Billion1.26% of portfolio
-
Wells Fargo & Company San Francisco, CA5.87MShares$1.51 Billion0.3% of portfolio
-
Envestnet Asset Management Inc5.18MShares$1.33 Billion0.38% of portfolio