Elevate Wealth Advisory, Inc Vanguard Sht Trm Inflt Prot Fd Transaction History

Elevate Wealth Advisory, Inc

$133 Billion
Q4 2024

A detailed history of Elevate Wealth Advisory, Inc transactions in Vanguard Sht Trm Inflt Prot Fd stock. As of the latest transaction made, Elevate Wealth Advisory, Inc holds 43,439 shares of VTIP stock, worth $2.13 Million. This represents 1.58% of its overall portfolio holdings.

Number of Shares

43,439

Previous 42,943 1.16%

Holding current value

$2.13 Million

Previous $2.12 Billion 0.67%

% of portfolio

1.58%

Previous 1.57%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	BUY	$48.33 - $49.08 $23,971 - $24,343	496 Added 1.16%	43,439 $2.1 Billion
Q3 2024 Nov 13, 2024	SELL	$48.06 - $49.39 $14,129 - $14,520	-294 Reduced 0.68%	42,943 $2.12 Billion
Q2 2024 Aug 12, 2024	SELL	$47.74 - $48.54 $55,569 - $56,500	-1,164 Reduced 2.62%	43,237 $2.1 Billion
Q1 2024 May 02, 2024	SELL	$47.38 - $47.91 $257,794 - $260,678	-5,441 Reduced 10.92%	44,401 $2.13 Billion
Q4 2023 Feb 14, 2024	BUY	$46.72 - $48.12 $2.33 Million - $2.4 Million	49,842 New	49,842 $2.37 Billion

Others Institutions Holding VTIP

# of Institutions

806

Shares Held

1.1B

Call Options Held

9.2K

Put Options Held

100

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About VANGUARD SHT TRM INFLT-PROT FD

Ticker VTIP
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Elevate Wealth Advisory, Inc Vanguard Sht Trm Inflt Prot Fd Transaction History