Elevate Wealth Advisory, Inc Vanguard Whitehall Fds (Vangua Transaction History
Elevate Wealth Advisory, Inc
- $146 Billion
- Q4 2025
A detailed history of Elevate Wealth Advisory, Inc transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Elevate Wealth Advisory, Inc holds 5,950 shares of VYM stock, worth $839,009. This represents 0.58% of its overall portfolio holdings.
Number of Shares
5,950
Previous 5,234
13.68%
Holding current value
$839,009
Previous $738 Million
15.75%
% of portfolio
0.58%
Previous 0.54%
Shares
9 transactions
Others Institutions Holding VYM
# of Institutions
2,131Shares Held
190MCall Options Held
2.01MPut Options Held
167K-
Bank Of America Corp Charlotte, NC11.9MShares$1.68 Billion0.12% of portfolio
-
Morgan Stanley New York, NY10MShares$1.42 Billion0.09% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL7.45MShares$1.05 Billion0.35% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.47MShares$913 Million0.29% of portfolio
-
Wells Fargo & Company San Francisco, CA5.3MShares$748 Million0.15% of portfolio