Elevation Wealth Partners’s Vanguard Industrials ETF VIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $96.3K | Buy |
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|
2025
Q2 | $90.8K | Hold |
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|
2025
Q1 | $80.3K | Buy |
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|
2024
Q4 | $82.3K | Buy |
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|
2024
Q3 | $83.5K | Hold |
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|
2024
Q2 | $75.5K | Sell |
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|
2024
Q1 | $86K | Sell |
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|
2023
Q4 | $92K | Hold |
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|
2023
Q3 | $92K | Hold |
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|
2023
Q2 | $97K | Hold |
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|
2023
Q1 | $89.9K | Buy |
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