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Vanguard Value ETF shares owned by Elevate Wealth Advisory

Quarter-by-quarter ownership of Vanguard Value ETF (VTV) shares owned by Elevate Wealth Advisory from 13F filings

Historical chart of Elevate Wealth Advisory investment in Vanguard Value ETF

Jan 2024Feb 2024Mar 2024Apr 2024May 2024Jun 2024Jul 202450k60k70k300350400
Value ($)Share countHistorical VTV position of Elevate Wealth Advisory Source: stockzoa.comValue ($)Share count

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All positions including Vanguard Value 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 Value ETF by Elevate Wealth Advisory

Quarter filed Position value Share count Share price at filing
2024-06-30 $69k 427 161.42
2024-03-31 $70k 427 162.86
2023-12-31 $44k 294 149.50