Elevate Wealth Advisory’s Vanguard S&P 500 ETF VOO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$51.6K Hold
2025
Q1
$46.5K Buy
2024
Q4
$26.7K Hold
2024
Q3
$26.2K Hold
2024
Q2
$24.8K Sell
2024
Q1
$39.2K Buy