Elevate Wealth Advisory, Inc Vanguard Whitehall Fds (Vangua Transaction History
Elevate Wealth Advisory, Inc
- $141 Billion
- Q1 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 5,160 shares of VYM stock, worth $665,743. This represents 0.47% of its overall portfolio holdings.
Number of Shares
5,160
Previous 5,121
0.76%
Holding current value
$665,743
Previous $653 Million
1.85%
% of portfolio
0.47%
Previous 0.49%
Shares
6 transactions
Others Institutions Holding VYM
# of Institutions
2,001Shares Held
186MCall Options Held
2.03MPut Options Held
311K-
Bank Of America Corp Charlotte, NC12.1MShares$1.57 Billion0.13% of portfolio
-
Morgan Stanley New York, NY9.9MShares$1.28 Billion0.09% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL7.31MShares$943 Million0.37% of portfolio
-
Sumitomo Life Insurance CO5.77MShares$745 Million26.77% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.76MShares$743 Million0.3% of portfolio