Elevate Wealth Advisory’s Vanguard Growth ETF VUG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$196K Hold
2025
Q2
$179K Buy
2025
Q1
$97.5K Sell
2024
Q4
$116K Buy
2024
Q3
$89.5K Hold
2024
Q2
$87.3K Hold
2024
Q1
$80.2K Buy
2023
Q4
$45.1K Buy