Ownership history in ELEVATE WEALTH ADVISORY, INC · 9 quarters on record
This page tracks every 13F SEC filing in which ELEVATE WEALTH ADVISORY, INC reported a position in VANGUARD SCOTTSDALE FDS (VGIT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 191,597 | +13,836 | +7.8% | 7.85% | $11.5M | $59.57 |
| 2025 Q3 | REDUCED | 177,761 | -4,186 | -2.3% | 7.75% | $10.7M | $58.92 |
| 2025 Q2 | REDUCED | 181,947 | -24,778 | -12.0% | 7.74% | $10.9M | $58.14 |
| 2025 Q1 | ADDED | 206,725 | +2,321 | +1.1% | 8.70% | $12.3M | $57.19 |
| 2024 Q4 | ADDED | 204,404 | +2,249 | +1.1% | 8.89% | $11.9M | $55.49 |
| 2024 Q3 | ADDED | 202,155 | +5,533 | +2.8% | 9.07% | $12.2M | $57.09 |
| 2024 Q2 | ADDED | 196,622 | +14,108 | +7.7% | 9.29% | $11.4M | $54.51 |
| 2024 Q1 | REDUCED | 182,514 | -9,509 | -5.0% | 9.30% | $10.7M | $54.31 |
| 2023 Q4 | INITIATED | 192,023 | — | — | 10.44% | $11.4M | — |
As of 2025 Q4 — sorted by position size