Elevate Wealth Advisory, Inc Vanguard Specialized Funds Van Transaction History

Elevate Wealth Advisory, Inc

$141 Billion
Q1 2025

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 41,058 shares of VNQ stock, worth $3.67 Million. This represents 2.63% of its overall portfolio holdings.

Number of Shares

41,058

Previous 40,046 2.53%

Holding current value

$3.67 Million

Previous $3.52 Billion 5.49%

% of portfolio

2.63%

Previous 2.64%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	BUY	$85.55 - $94.34 $86,576 - $95,472	1,012 Added 2.53%	41,058 $3.72 Billion
Q4 2024 Feb 11, 2025	SELL	$87.85 - $98.6 $3,250 - $3,648	-37 Reduced 0.09%	40,046 $3.52 Billion
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

1,932

Shares Held

234M

Call Options Held

1.45M

Put Options Held

1.28M

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About VANGUARD SPECIALIZED FUNDS VAN

Ticker VNQ
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Elevate Wealth Advisory, Inc Vanguard Specialized Funds Van Transaction History