EWA
Elevate Wealth Advisory’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $269K | Buy |
1,131
+64
| +6% | +$15.2K | 0.19% | 65 |
|
|
2025
Q1 | $237K | Sell |
1,067
-28
| -3% | -$6.21K | 0.17% | 67 |
|
|
2024
Q4 | $263K | Hold |
1,095
| – | – | 0.2% | 60 |
|
|
2024
Q3 | $261K | Hold |
1,095
| – | – | 0.19% | 57 |
|
|
2024
Q2 | $240K | Hold |
1,095
| – | – | 0.19% | 56 |
|
|
2024
Q1 | $250K | Hold |
1,095
| – | – | 0.22% | 51 |
|
|
2023
Q4 | $234K | Buy |
+1,095
| New | +$234K | 0.21% | 53 |
|