A detailed history of Elevate Wealth Advisory, Inc transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Elevate Wealth Advisory, Inc holds 1,209 shares of VTI stock, worth $362,615. This represents 0.25% of its overall portfolio holdings.

Number of Shares
1,209
Previous 1,209 -0.0%
Holding current value
$362,615
Previous $324 Million 5.8%
% of portfolio
0.25%
Previous 0.26%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024

SELL
$245.23 - $269.4 $1,716 - $1,885
-7 Reduced 0.58%
1,209 $324 Million
Q1 2024

May 02, 2024

BUY
$232.77 - $260.14 $13,733 - $15,348
59 Added 5.1%
1,216 $316 Million
Q4 2023

Feb 14, 2024

BUY
$203.12 - $238.25 $235,009 - $275,655
1,157 New
1,157 $274 Million

Others Institutions Holding VTI

About VANGUARD TOTAL STOCK MARKET ET


  • Ticker VTI
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about VTI
Track This Portfolio

Track Elevate Wealth Advisory, Inc Portfolio

Follow Elevate Wealth Advisory, Inc and customize your updates to receive the information that matters most to you.

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.