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Vanguard Intermediate Tm Cpte Bd ETF shares owned by Elevate Wealth Advisory

Quarter-by-quarter ownership of Vanguard Intermediate Tm Cpte Bd ETF (VCIT) shares owned by Elevate Wealth Advisory from 13F filings

Historical chart of Elevate Wealth Advisory investment in Vanguard Intermediate Tm Cpte Bd ETF

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All positions including Vanguard Intermediate Tm Cpte Bd 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 Intermediate Tm Cpte Bd ETF by Elevate Wealth Advisory

Quarter filed Position value Share count Share price at filing
2024-06-30 $10k 125 79.93
2024-03-31 $10k 125 80.51
2023-12-31 $10k 125 81.28

More positions owned by Elevate Wealth Advisory

Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Dimensional Etf Trust Internatnal Val (DFIV)
Ishares Tr 0-5 Yr Tips Etf (STIP)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Core Msci Emkt (IEMG)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Core Msci Intl (IDEV)
Vanguard Index Fds Real Estate Etf (VNQ)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Dimensional Etf Trust Us Equity Etf (DFUS)
Vanguard Malvern Fds Strm Infproidx (VTIP)

View all positions for Elevate Wealth Advisory

Top funds holding Vanguard Intermediate Tm Cpte Bd ETF

Fisher Investments
Bank of America Corporation
Jpmorgan Chase & Co
Creative Planning
Prudential
Morgan Stanley
Japan Science & Technology Agency
Royal Bank of Canada
Goldman Sachs Group
LPL Financial
Envestnet Asset Management
Wells Fargo & Company
D. E. Shaw & Co
Johns Hopkins University
State of Tennessee, Treasury Department

View all funds holding Vanguard Intermediate Tm Cpte Bd ETF