ECA
Elevated Capital Advisors’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.93M | Hold |
26,775
| – | – | 2.78% | 3 |
|
|
2025
Q1 | $9.93M | Sell |
26,775
-2,059
| -7% | -$764K | 2.78% | 3 |
|
|
2024
Q4 | $11.8M | Buy |
28,834
+362
| +1% | +$149K | 3.22% | 3 |
|
|
2024
Q3 | $10.9M | Sell |
28,472
-379
| -1% | -$146K | 2.9% | 1 |
|
|
2024
Q2 | $10.8M | Sell |
28,851
-1,579
| -5% | -$591K | 3.03% | 3 |
|
|
2024
Q1 | $10.5M | Buy |
30,430
+950
| +3% | +$327K | 3% | 4 |
|
|
2023
Q4 | $9.16M | Buy |
29,480
+570
| +2% | +$177K | 2.87% | 4 |
|
|
2023
Q3 | $7.87M | Buy |
28,910
+3,513
| +14% | +$957K | 2.68% | 5 |
|
|
2023
Q2 | $7.19M | Buy |
25,397
+2,427
| +11% | +$687K | 2.39% | 4 |
|
|
2023
Q1 | $5.73M | Buy |
22,970
+1,775
| +8% | +$443K | 2.05% | 7 |
|
|
2022
Q4 | $4.52M | Buy |
21,195
+1,875
| +10% | +$400K | 1.72% | 13 |
|
|
2022
Q3 | $4.13M | Buy |
+19,320
| New | +$4.13M | 1.63% | 13 |
|
|
2021
Q1 | – | Sell |
-13,247
| Closed | -$3.36M | – | 179 |
|
|
2020
Q4 | $3.36M | Sell |
13,247
-1,205
| -8% | -$305K | 1.45% | 14 |
|
|
2020
Q3 | $3.37M | Sell |
14,452
-590
| -4% | -$138K | 1.58% | 14 |
|
|
2020
Q2 | $3.69M | Buy |
+15,042
| New | +$3.69M | 1.74% | 13 |
|
|
2019
Q4 | $1.16M | Buy |
+6,354
| New | +$1.16M | 1.29% | 26 |
|
|
2019
Q1 | $2.81M | Buy |
+16,420
| New | +$2.81M | 1.86% | 11 |
|