Elevate Wealth Advisory, Inc Vanguard Growth ETF Transaction History
Elevate Wealth Advisory, Inc
- $133 Billion
- Q4 2024
A detailed history of Elevate Wealth Advisory, Inc transactions in Vanguard Growth ETF stock. As of the latest transaction made, Elevate Wealth Advisory, Inc holds 282 shares of VUG stock, worth $115,301. This represents 0.09% of its overall portfolio holdings.
Number of Shares
282
Previous 233
21.03%
Holding current value
$115,301
Previous $89.5 Million
29.39%
% of portfolio
0.09%
Previous 0.07%
Shares
3 transactions
Others Institutions Holding VUG
# of Institutions
2,659Shares Held
261MCall Options Held
203KPut Options Held
275K-
Bank Of America Corp Charlotte, NC43.4MShares$17.8 Billion1.53% of portfolio
-
Jones Financial Companies Lllp28.6MShares$11.7 Billion11.19% of portfolio
-
Morgan Stanley New York, NY13.9MShares$5.69 Billion0.41% of portfolio
-
Envestnet Asset Management Inc8.2MShares$3.35 Billion1.12% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA7.6MShares$3.11 Billion6.58% of portfolio