Elevated Capital Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$91K	Hold	1,268	–	–	0.02%	292
2025 Q4	$92K	Buy	+1,268	New	+$92.2K	0.02%	298
2024 Q4	–	Sell	-26,124	Closed	-$1.72M	–	283
2024 Q3	$1.72M	Sell	26,124 -1,440	-5%	-$90.4K	0.46%	49
2024 Q2	$1.67M	Sell	27,564 -1,548	-5%	-$94.1K	0.47%	57
2024 Q1	$1.82M	Sell	29,112 -1,556	-5%	-$92K	0.52%	61
2023 Q4	$1.78M	Sell	30,668 -1,128	-4%	-$60.3K	0.56%	58
2023 Q3	$1.66M	Sell	31,796 -2,344	-7%	-$129K	0.56%	59
2023 Q2	$1.88M	Sell	34,140 -5,348	-14%	-$280K	0.63%	49
2023 Q1	$2.08M	Buy	39,488 +1,804	+5%	+$96K	0.75%	44
2022 Q4	$1.92M	Sell	37,684 -6,852	-15%	-$349K	0.73%	42
2022 Q3	$2.09M	Buy	+44,536	New	+$2.33M	0.82%	35
2022 Q1	$4.38M	Buy	+73,704	New	+$4.32M	1.45%	14
2021 Q3	$4.38M	Buy	+73,976	New	+$4.47M	1.51%	14
2021 Q1	$4.2M	Buy	73,968 +41,360	+127%	+$2.24M	1.63%	11
2020 Q4	$1.69M	Buy	32,608 +228	+0.7%	+$11K	0.73%	41
2020 Q3	$1.55M	Sell	32,380 -1,284	-4%	-$56K	0.73%	42
2020 Q2	$1.56M	Buy	+33,664	New	+$1.29M	0.73%	38
2019 Q4	$1.04M	Buy	+23,308	New	+$1M	1.15%	30
2019 Q1	$1.22M	Buy	+34,556	New	+$1.33M	0.81%	33