Elevate Wealth Advisory, Inc Vanguard Total World Stk Index Transaction History

Elevate Wealth Advisory, Inc

$133 Billion
Q4 2024

A detailed history of Elevate Wealth Advisory, Inc transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Elevate Wealth Advisory, Inc holds 1,371 shares of VT stock, worth $161,229. This represents 0.12% of its overall portfolio holdings.

Number of Shares

1,371

Previous 1,358 0.96%

Holding current value

$161,229

Previous $163 Million 0.95%

% of portfolio

0.12%

Previous 0.12%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	BUY	$117.09 - $123.07 $1,522 - $1,599	13 Added 0.96%	1,371 $161 Million
Q3 2024 Nov 13, 2024	BUY	$107.72 - $119.96 $27,360 - $30,469	254 Added 23.01%	1,358 $163 Million
Q2 2024 Aug 12, 2024	BUY	$104.94 - $113.51 $1,259 - $1,362	12 Added 1.1%	1,104 $124 Million
Q1 2024 May 02, 2024	BUY	$100.68 - $110.5 $3,926 - $4,309	39 Added 3.7%	1,092 $121 Million
Q4 2023 Feb 14, 2024	BUY	$88.97 - $103.1 $93,685 - $108,564	1,053 New	1,053 $108 Million

Others Institutions Holding VT

# of Institutions

1,089

Shares Held

99.9M

Call Options Held

158K

Put Options Held

69.5K

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About VANGUARD TOTAL WORLD STK INDEX

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Elevate Wealth Advisory, Inc Vanguard Total World Stk Index Transaction History