Elevated Capital Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.25M | Hold |
4,379
| – | – | 0.63% | 37 |
|
|
2025
Q1 | $2.25M | Buy |
4,379
+172
| +4% | +$88.4K | 0.63% | 37 |
|
|
2024
Q4 | $2.27M | Buy |
4,207
+956
| +29% | +$515K | 0.62% | 36 |
|
|
2024
Q3 | $1.72M | Buy |
3,251
+1,062
| +49% | +$560K | 0.46% | 50 |
|
|
2024
Q2 | $1.09M | Buy |
+2,189
| New | +$1.09M | 0.31% | 81 |
|
|
2022
Q1 | $285K | Buy |
+687
| New | +$285K | 0.09% | 153 |
|
|
2021
Q1 | – | Sell |
-12,617
| Closed | -$4.34M | – | 177 |
|
|
2020
Q4 | $4.34M | Sell |
12,617
-31
| -0.2% | -$10.7K | 1.88% | 10 |
|
|
2020
Q3 | $4.12M | Sell |
12,648
-617
| -5% | -$201K | 1.93% | 10 |
|
|
2020
Q2 | $4.36M | Buy |
+13,265
| New | +$4.36M | 2.05% | 11 |
|
|
2019
Q4 | $3.28M | Buy |
+11,078
| New | +$3.28M | 3.64% | 2 |
|
|
2019
Q1 | $3.52M | Buy |
+13,784
| New | +$3.52M | 2.32% | 7 |
|