Elevation Capital Advisory’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
$4.39M Buy
7,732
+842
+12% +$478K 1.76% 21
2025
Q1
$3.54M Buy
6,890
+247
+4% +$127K 1.54% 22
2024
Q4
$3.58M Buy
6,643
+413
+7% +$223K 1.53% 20
2024
Q3
$3.29M Buy
+6,230
New +$3.29M 1.45% 26