Elevate Wealth Advisory, Inc Vanguard Intermediate Term Tre Transaction History

Elevate Wealth Advisory, Inc

$141 Billion
Q2 2025

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 181,947 shares of VGIT stock, worth $10.8 Million. This represents 7.74% of its overall portfolio holdings.

Number of Shares

181,947

Previous 206,725 11.99%

Holding current value

$10.8 Million

Previous $12.3 Billion 11.38%

% of portfolio

7.74%

Previous 8.7%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 23, 2025	SELL	$58.63 - $59.9 $1.45 Million - $1.48 Million	-24,778 Reduced 11.99%	181,947 $10.9 Billion
Q1 2025 May 14, 2025	BUY	$57.44 - $59.4 $133,318 - $137,867	2,321 Added 1.14%	206,725 $12.3 Billion
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

902

Shares Held

408M

Call Options Held

8.8K

Put Options Held

13.9K

View Full List

About VANGUARD INTERMEDIATE-TERM TRE

Ticker VGIT
Sector ETFs
Industry ETFs

More about VGIT

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Elevate Wealth Advisory, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Elevate Wealth Advisory, Inc with notifications on news.

Account

Elevate Wealth Advisory, Inc Vanguard Intermediate Term Tre Transaction History