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Vanguard Short-Term Bond ETF shares owned by Elevate Wealth Advisory

Quarter-by-quarter ownership of Vanguard Short-Term Bond ETF (BSV) shares owned by Elevate Wealth Advisory from 13F filings

Historical chart of Elevate Wealth Advisory investment in Vanguard Short-Term Bond ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Short-Term Bond ETF held by Elevate Wealth Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Short-Term Bond ETF by Elevate Wealth Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $11M 138k 78.91
2025-06-30 $11M 137k 78.70
2025-03-31 $12M 149k 78.28
2024-12-31 $11M 143k 76.55
2024-09-30 $11M 141k 78.69
2024-06-30 $11M 136k 76.70
2024-03-31 $9.6M 125k 76.67
2023-12-31 $9.8M 128k 77.02