Elevation Wealth Partners’s Vanguard Global ex-US Real Estate ETF VNQI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $318K | Buy |
6,898
+478
| +7% | +$22.1K | 0.13% | 93 |
|
|
2025
Q1 | $260K | Buy |
6,420
+136
| +2% | +$5.5K | 0.11% | 96 |
|
|
2024
Q4 | $249K | Buy |
6,284
+1,444
| +30% | +$57.1K | 0.11% | 97 |
|
|
2024
Q3 | $227K | Buy |
4,840
+21
| +0.4% | +$985 | 0.1% | 105 |
|
|
2024
Q2 | $196K | Sell |
4,819
-31
| -0.6% | -$1.26K | 0.09% | 107 |
|
|
2024
Q1 | $204K | Buy |
4,850
+6
| +0.1% | +$253 | 0.1% | 106 |
|
|
2023
Q4 | $189K | Sell |
4,844
-14
| -0.3% | -$545 | 0.11% | 108 |
|
|
2023
Q3 | $189K | Sell |
4,858
-11
| -0.2% | -$428 | 0.16% | 65 |
|
|
2023
Q2 | $196K | Buy |
4,869
+169
| +4% | +$6.79K | 0.16% | 60 |
|
|
2023
Q1 | $191K | Buy |
+4,700
| New | +$191K | 0.17% | 63 |
|