Elevation Wealth Partners’s Vanguard Small-Cap ETF VB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $514K | Sell |
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2025
Q3 | $551K | Sell |
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|
2025
Q2 | $526K | Sell |
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|
2025
Q1 | $499K | Sell |
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|
2024
Q4 | $577K | Sell |
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|
2024
Q3 | $574K | Buy |
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|
2024
Q2 | $527K | Sell |
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|
2024
Q1 | $564K | Sell |
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|
2023
Q4 | $500K | Hold |
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|
2023
Q3 | $500K | Sell |
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|
2023
Q2 | $533K | Sell |
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|
2023
Q1 | $534K | Buy |
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