Elevate Wealth Advisory, Inc Vanguard Specialized Funds Van Transaction History

Elevate Wealth Advisory, Inc

  • $135 Billion
  • Q3 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 40,083 shares of VNQ stock, worth $3.58 Million. This represents 2.92% of its overall portfolio holdings.

Number of Shares
40,083
Previous 39,716 0.92%
Holding current value
$3.58 Million
Previous $3.37 Billion 16.92%
% of portfolio
2.92%
Previous 2.73%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024
BUY
$82.97 - $98.97 $30,449 - $36,321
367 Added 0.92%
40,083 $3.94 Billion
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
1,825
Shares Held
241M
Call Options Held
1.22M
Put Options Held
1.53M
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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