Number of Shares
9,396.00
Current Holdings Value*
$3.73 Mil
% of Portfolio
1.85%
Total Estimate Gain
$-495,845.22
% of Total Estimate Gain
-7.48%

Vanguard Global Wellesley Income Fund's Elevance Health Inc Holding Summary

As of 2025-02-28, VANGUARD WORLD FUND held 9,396.00 shares of Elevance Health Inc(ELV), totaling $3.73 Mil. This investment constitutes 1.85% of their stock portfolio, and VANGUARD WORLD FUND now holds 0% of the outstanding Elevance Health Inc(ELV) stock.

The initial trade took place in 2021Q4. And since then Vanguard Global Wellesley Income Fund has made 4 purchases of ELV, at an average price of $404.89, for a total of 16,365.00 shares. In addition, there have been 9 sales at an average price of $488.72 for 6,969.00 shares. Based on historical transaction data and ELV's current price of $289.94, Vanguard Global Wellesley Income Fund's estimated gain on his ELV holdings is $-495,845.22, reflecting a -7.48% gain to date.

Vanguard Global Wellesley Income Fund ELV ($289.94) Holding Chart

Vanguard Global Wellesley Income Fund ELV ($289.94) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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