EWP
Elevation Wealth Partners’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $526K | Sell |
2,220
-30
| -1% | -$7.11K | 0.21% | 69 |
|
|
2025
Q1 | $499K | Sell |
2,250
-150
| -6% | -$33.3K | 0.22% | 69 |
|
|
2024
Q4 | $577K | Sell |
2,400
-20
| -0.8% | -$4.81K | 0.24% | 60 |
|
|
2024
Q3 | $574K | Buy |
2,420
+2
| +0.1% | +$475 | 0.25% | 63 |
|
|
2024
Q2 | $527K | Sell |
2,418
-50
| -2% | -$10.9K | 0.25% | 67 |
|
|
2024
Q1 | $564K | Sell |
2,468
-177
| -7% | -$40.5K | 0.28% | 59 |
|
|
2023
Q4 | $500K | Hold |
2,645
| – | – | 0.3% | 58 |
|
|
2023
Q3 | $500K | Sell |
2,645
-33
| -1% | -$6.24K | 0.43% | 29 |
|
|
2023
Q2 | $533K | Sell |
2,678
-141
| -5% | -$28K | 0.45% | 30 |
|
|
2023
Q1 | $534K | Buy |
+2,819
| New | +$534K | 0.49% | 31 |
|