Elevate Wealth Advisory, Inc Vanguard Whitehall Fds (Vangua Transaction History

Elevate Wealth Advisory, Inc

$138 Billion
Q3 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 5,234 shares of VYM stock, worth $738,046. This represents 0.54% of its overall portfolio holdings.

Number of Shares

5,234

Previous 5,200 0.65%

Holding current value

$738,046

Previous $693 Million 6.44%

% of portfolio

0.54%

Previous 0.49%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 24, 2025	BUY	$132.9 - $142.03 $4,518 - $4,829	34 Added 0.65%	5,234 $738 Million
Q2 2025 Jul 23, 2025	BUY	$114.78 - $133.31 $4,591 - $5,332	40 Added 0.78%	5,200 $693 Million
Q1 2025 May 14, 2025	BUY	$126.11 - $135.06 $4,918 - $5,267	39 Added 0.76%	5,160 $665 Million
Q4 2024 Feb 11, 2025	BUY	$126.68 - $134.74 $35,850 - $38,131	283 Added 5.85%	5,121 $653 Million
Q3 2024 Nov 13, 2024	BUY	$117.9 - $128.2 $73,569 - $79,996	624 Added 14.81%	4,838 $620 Million
Q2 2024 Aug 12, 2024	BUY	$114.71 - $121.51 $88,785 - $94,048	774 Added 22.5%	4,214 $500 Million
Q1 2024 May 02, 2024	BUY	$109.98 - $120.99 $101,291 - $111,431	921 Added 36.56%	3,440 $416 Million
Q4 2023 Feb 14, 2024	BUY	$98.71 - $111.84 $248,650 - $281,724	2,519 New	2,519 $281 Million

Others Institutions Holding VYM

# of Institutions

2,094

Shares Held

190M

Call Options Held

2.01M

Put Options Held

167K

View Full List

About VANGUARD WHITEHALL FDS (VANGUA

Ticker VYM
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Elevate Wealth Advisory, Inc Vanguard Whitehall Fds (Vangua Transaction History