EWP
Elevation Wealth Partners’s Vanguard Short-Term Bond ETF BSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $72.8K | Buy |
926
+8
| +0.9% | +$629 | 0.03% | 196 |
|
|
2025
Q1 | $71.8K | Sell |
918
-74
| -7% | -$5.79K | 0.03% | 196 |
|
|
2024
Q4 | $76.7K | Buy |
992
+892
| +892% | +$69K | 0.03% | 190 |
|
|
2024
Q3 | $7.87K | Hold |
100
| – | – | ﹤0.01% | 368 |
|
|
2024
Q2 | $7.67K | Sell |
100
-189
| -65% | -$14.5K | ﹤0.01% | 358 |
|
|
2024
Q1 | $22.2K | Sell |
289
-2,276
| -89% | -$175K | 0.01% | 289 |
|
|
2023
Q4 | $193K | Hold |
2,565
| – | – | 0.12% | 105 |
|
|
2023
Q3 | $193K | Buy |
2,565
+15
| +0.6% | +$1.13K | 0.17% | 62 |
|
|
2023
Q2 | $193K | Buy |
2,550
+12
| +0.5% | +$907 | 0.16% | 62 |
|
|
2023
Q1 | $194K | Buy |
+2,538
| New | +$194K | 0.18% | 61 |
|