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Vg - U.s. Total Corp Bonds total corp bnd shares owned by Elevate Wealth Advisory

Quarter-by-quarter ownership of Vg - U.s. Total Corp Bonds total corp bnd (VTC) shares owned by Elevate Wealth Advisory from 13F filings

Historical chart of Elevate Wealth Advisory investment in Vg - U.s. Total Corp Bonds total corp bnd

Tip: Access up to 7 years of quarterly data

All positions including Vg - U.s. Total Corp Bonds total corp bnd held by Elevate Wealth Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vg - U.s. Total Corp Bonds total corp bnd by Elevate Wealth Advisory

Quarter filed Position value Share count Share price at filing
2023-12-31 $14k 185 77.49

More positions owned by Elevate Wealth Advisory

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

View all positions for Elevate Wealth Advisory

Top funds holding Vg - U.s. Total Corp Bonds total corp bnd

Nepc
Capital Asset Advisory Services
Axxcess Wealth Management
Wedmont Private Capital
Bank of America Corporation
GDS Wealth Management
Envestnet Portfolio Solutions
Financial Advocates Investment Management
UBS Group
Sensible Financial Planning & Management
Luther King Capital Management Corporation
Royal Bank of Canada
Adviser Investments
CI Private Wealth
Atria Wealth Solutions

View all funds holding Vg - U.s. Total Corp Bonds total corp bnd