Elevation Wealth Partners’s Vanguard Small-Cap Value ETF VBR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $452K | Sell |
2,320
-116
| -5% | -$22.6K | 0.18% | 76 |
|
|
2025
Q1 | $459K | Sell |
2,436
-170
| -7% | -$32K | 0.2% | 72 |
|
|
2024
Q4 | $516K | Sell |
2,606
-46
| -2% | -$9.12K | 0.22% | 65 |
|
|
2024
Q3 | $532K | Buy |
2,652
+8
| +0.3% | +$1.61K | 0.23% | 69 |
|
|
2024
Q2 | $483K | Sell |
2,644
-102
| -4% | -$18.6K | 0.23% | 69 |
|
|
2024
Q1 | $522K | Sell |
2,746
-125
| -4% | -$23.7K | 0.26% | 65 |
|
|
2023
Q4 | $467K | Buy |
2,871
+480
| +20% | +$78K | 0.28% | 65 |
|
|
2023
Q3 | $381K | Sell |
2,391
-239
| -9% | -$38.1K | 0.33% | 41 |
|
|
2023
Q2 | $445K | Sell |
2,630
-439
| -14% | -$74.3K | 0.38% | 36 |
|
|
2023
Q1 | $487K | Buy |
+3,069
| New | +$487K | 0.45% | 33 |
|