Elevate Wealth Advisory, Inc Vanguard Total World Stk Index Transaction History

Elevate Wealth Advisory, Inc

  • $135 Billion
  • Q3 2024

A detailed history of Elevate Wealth Advisory, Inc transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Elevate Wealth Advisory, Inc holds 1,358 shares of VT stock, worth $162,742. This represents 0.12% of its overall portfolio holdings.

Number of Shares
1,358
Previous 1,104 23.01%
Holding current value
$162,742
Previous $124 Million 30.81%
% of portfolio
0.12%
Previous 0.1%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024
BUY
$107.72 - $119.96 $27,360 - $30,469
254 Added 23.01%
1,358 $163 Million
Q2 2024

Aug 12, 2024
BUY
$104.94 - $113.51 $1,259 - $1,362
12 Added 1.1%
1,104 $124 Million
Q1 2024

May 02, 2024
BUY
$100.68 - $110.5 $3,926 - $4,309
39 Added 3.7%
1,092 $121 Million
Q4 2023

Feb 14, 2024
BUY
$88.97 - $103.1 $93,685 - $108,564
1,053 New
1,053 $108 Million

Others Institutions Holding VT

# of Institutions
1,002
Shares Held
88.9M
Call Options Held
149K
Put Options Held
44.9K
View Full List

About VANGUARD TOTAL WORLD STK INDEX

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