Elevated Capital Advisors’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
Q2 | $2.25M | Hold |
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|
2025
Q1 | $2.25M | Buy |
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|
2024
Q4 | $2.27M | Buy |
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|
2024
Q3 | $1.72M | Buy |
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|
2024
Q2 | $1.09M | Buy |
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|
2022
Q1 | $285K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $4.34M | Sell |
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|
2020
Q3 | $4.12M | Sell |
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|
2020
Q2 | $4.36M | Buy |
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|
2019
Q4 | $3.28M | Buy |
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|
2019
Q1 | $3.52M | Buy |
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