Elevation Wealth Partners’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $154K | Buy |
271
+144
| +113% | +$81.9K | 0.06% | 131 |
|
|
2025
Q1 | $65.4K | Sell |
127
-4
| -3% | -$2.06K | 0.03% | 204 |
|
|
2024
Q4 | $70.6K | Buy |
131
+12
| +10% | +$6.47K | 0.03% | 199 |
|
|
2024
Q3 | $62.6K | Buy |
119
+16
| +16% | +$8.41K | 0.03% | 202 |
|
|
2024
Q2 | $51.7K | Buy |
103
+17
| +20% | +$8.54K | 0.02% | 213 |
|
|
2024
Q1 | $41.5K | Buy |
86
+12
| +16% | +$5.8K | 0.02% | 234 |
|
|
2023
Q4 | $29.1K | Hold |
74
| – | – | 0.02% | 252 |
|
|
2023
Q3 | $29.1K | Hold |
74
| – | – | 0.03% | 187 |
|
|
2023
Q2 | $30.1K | Buy |
+74
| New | +$30.1K | 0.03% | 190 |
|