Elevate Wealth Advisory, Inc Vanguard Intermediate Term Tre Transaction History

Elevate Wealth Advisory, Inc

$133 Billion
Q4 2024

A detailed history of Elevate Wealth Advisory, Inc transactions in Vanguard Intermediate Term Tre stock. As of the latest transaction made, Elevate Wealth Advisory, Inc holds 204,404 shares of VGIT stock, worth $12.1 Million. This represents 8.89% of its overall portfolio holdings.

Number of Shares

204,404

Previous 202,155 1.11%

Holding current value

$12.1 Million

Previous $12.2 Billion 2.94%

% of portfolio

8.89%

Previous 9.07%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	BUY	$57.78 - $60.4 $129,947 - $135,839	2,249 Added 1.11%	204,404 $11.9 Billion
Q3 2024 Nov 13, 2024	BUY	$57.8 - $60.8 $319,807 - $336,406	5,533 Added 2.81%	202,155 $12.2 Billion
Q2 2024 Aug 12, 2024	BUY	$57.14 - $58.53 $806,131 - $825,741	14,108 Added 7.73%	196,622 $11.4 Billion
Q1 2024 May 02, 2024	SELL	$58.07 - $59.52 $552,187 - $565,975	-9,509 Reduced 4.95%	182,514 $10.7 Billion
Q4 2023 Feb 14, 2024	BUY	$56.15 - $59.51 $10.8 Million - $11.4 Million	192,023 New	192,023 $11.4 Billion

Others Institutions Holding VGIT

# of Institutions

855

Shares Held

404M

Call Options Held

19.7K

Put Options Held

8.6K

View Full List

About VANGUARD INTERMEDIATE-TERM TRE

Ticker VGIT
Sector ETFs
Industry ETFs

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Elevate Wealth Advisory, Inc Vanguard Intermediate Term Tre Transaction History