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

Elevate Wealth Advisory, Inc

  • $123 Billion
  • Q2 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 1,104 shares of VT stock, worth $131,508. This represents 0.1% of its overall portfolio holdings.

Number of Shares
1,104
Previous 1,092 1.1%
Holding current value
$131,508
Previous $121 Million 3.05%
% of portfolio
0.1%
Previous 0.11%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
959
Shares Held
86.8M
Call Options Held
209K
Put Options Held
49.6K
View Full List

About VANGUARD TOTAL WORLD STK INDEX

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