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

Elevate Wealth Advisory, Inc

  • $133 Billion
  • Q4 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 1,371 shares of VT stock, worth $158,789. This represents 0.12% of its overall portfolio holdings.

Number of Shares
1,371
Previous 1,358 0.96%
Holding current value
$158,789
Previous $163 Million 0.95%
% of portfolio
0.12%
Previous 0.12%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 11, 2025
BUY
$117.09 - $123.07 $1,522 - $1,599
13 Added 0.96%
1,371 $161 Million
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
1,091
Shares Held
99.5M
Call Options Held
158K
Put Options Held
69.5K
View Full List

About VANGUARD TOTAL WORLD STK INDEX

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