Elevate Wealth Advisory’s Vanguard Total World Stock ETF VT Stock Holding History

Elevate Wealth Advisory’s Portfolio VT Stock Details VT Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$204K	Buy
2025 Q2	$180K	Buy
2025 Q1	$161K	Buy
2024 Q4	$161K	Buy
2024 Q3	$163K	Buy
2024 Q2	$124K	Buy
2024 Q1	$121K	Buy
2023 Q4	$108K	Buy