Elevation Wealth Partners’s Vanguard Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $10.2M | Buy |
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|
2025
Q2 | $9.66M | Sell |
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|
2025
Q1 | $9.15M | Buy |
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|
2024
Q4 | $9.13M | Buy |
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|
2024
Q3 | $8.5M | Buy |
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|
2024
Q2 | $7.59M | Buy |
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|
2024
Q1 | $7.49M | Buy |
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|
2023
Q4 | $5.81M | Sell |
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|
2023
Q3 | $5.82M | Buy |
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|
2023
Q2 | $6.04M | Buy |
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|
2023
Q1 | $5.1M | Buy |
|