Elevate Capital Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.64M	Sell	2,883 -4,198	-59%	-$2.38M	1.31%	37
2025 Q1	$3.64M	Sell	7,081 -1,035	-13%	-$532K	3.37%	8
2024 Q4	$4.37M	Buy	+8,116	New	+$4.37M	3.85%	6