Elevation Capital Advisory’s Vanguard Growth ETF VUG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$9.25M Buy
+21,097
New +$9.25M 3.71% 7
2025
Q1
Sell
-21,261
Closed -$8.73M 80
2024
Q4
$8.73M Buy
21,261
+20,377
+2,305% +$8.36M 3.74% 9
2024
Q3
$339K Sell
884
-24,057
-96% -$9.24M 0.15% 45
2024
Q2
$9.33M Buy
+24,941
New +$9.33M 4.26% 9