Elevate Wealth Advisory’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 | $51.6K | Hold |
90
| – | – | 0.04% | 100 |
|
|
2025
Q1 | $46.5K | Buy |
90
+41
| +84% | +$21.2K | 0.03% | 102 |
|
|
2024
Q4 | $26.7K | Hold |
49
| – | – | 0.02% | 98 |
|
|
2024
Q3 | $26.2K | Hold |
49
| – | – | 0.02% | 101 |
|
|
2024
Q2 | $24.8K | Sell |
49
-32
| -40% | -$16.2K | 0.02% | 95 |
|
|
2024
Q1 | $39.2K | Buy |
+81
| New | +$39.2K | 0.03% | 85 |
|