Elevation Capital Advisory’s Vanguard Financials ETF VFH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.29M	Sell	10,113 -1,440	-12%	-$183K	0.52%	43
2025 Q1	$1.38M	Sell	11,553 -6,563	-36%	-$784K	0.6%	33
2024 Q4	$2.14M	Buy	18,116 +9,202	+103%	+$1.09M	0.92%	27
2024 Q3	$980K	Sell	8,914 -367	-4%	-$40.3K	0.43%	37
2024 Q2	$927K	Buy	+9,281	New	+$927K	0.42%	30