Elevation Wealth Partners’s Vanguard Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.66M | Sell |
34,527
-838
| -2% | -$234K | 3.82% | 6 |
|
|
2025
Q1 | $9.15M | Buy |
35,365
+795
| +2% | +$206K | 3.95% | 6 |
|
|
2024
Q4 | $9.13M | Buy |
34,570
+2,369
| +7% | +$626K | 3.86% | 5 |
|
|
2024
Q3 | $8.5M | Buy |
32,201
+859
| +3% | +$227K | 3.65% | 6 |
|
|
2024
Q2 | $7.59M | Buy |
31,342
+1,341
| +4% | +$325K | 3.59% | 6 |
|
|
2024
Q1 | $7.49M | Buy |
30,001
+2,099
| +8% | +$524K | 3.74% | 6 |
|
|
2023
Q4 | $5.81M | Sell |
27,902
-27
| -0.1% | -$5.63K | 3.49% | 6 |
|
|
2023
Q3 | $5.82M | Buy |
27,929
+636
| +2% | +$132K | 5.02% | 5 |
|
|
2023
Q2 | $6.04M | Buy |
27,293
+3,095
| +13% | +$685K | 5.09% | 5 |
|
|
2023
Q1 | $5.1M | Buy |
+24,198
| New | +$5.1M | 4.67% | 5 |
|