Elevate Wealth Advisory, Inc Vanguard Growth ETF Transaction History
Elevate Wealth Advisory, Inc
- $115 Billion
- Q1 2024
A detailed history of Elevate Wealth Advisory, Inc transactions in Vanguard Growth ETF stock. As of the latest transaction made, Elevate Wealth Advisory, Inc holds 233 shares of VUG stock, worth $90,254. This represents 0.07% of its overall portfolio holdings.
Number of Shares
233
Previous 145
60.69%
Holding current value
$90,254
Previous $45.1 Million
77.91%
% of portfolio
0.07%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding VUG
# of Institutions
2,195Shares Held
221MCall Options Held
174KPut Options Held
57.1K-
Bank Of America Corp Charlotte, NC42.1MShares$16.3 Billion1.37% of portfolio
-
Jones Financial Companies Lllp18.5MShares$7.16 Billion8.67% of portfolio
-
Morgan Stanley New York, NY13.3MShares$5.13 Billion0.37% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA8.95MShares$3.47 Billion6.95% of portfolio
-
Envestnet Asset Management Inc8.42MShares$3.26 Billion1.1% of portfolio