Elevation Capital Advisory’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-3,797
Closed -$737K 81
2025
Q1
$737K Buy
3,797
+1,918
+102% +$372K 0.32% 40
2024
Q4
$368K Buy
+1,879
New +$368K 0.16% 42
2024
Q3
Sell
-1,894
Closed -$346K 71
2024
Q2
$346K Buy
+1,894
New +$346K 0.16% 35