Elevation Wealth Partners’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $175K | Hold |
615
| – | – | 0.07% | 120 |
|
|
2025
Q1 | $151K | Hold |
615
| – | – | 0.07% | 127 |
|
|
2024
Q4 | $156K | Hold |
615
| – | – | 0.07% | 128 |
|
|
2024
Q3 | $150K | Hold |
615
| – | – | 0.06% | 134 |
|
|
2024
Q2 | $141K | Hold |
615
| – | – | 0.07% | 137 |
|
|
2024
Q1 | $145K | Hold |
615
| – | – | 0.07% | 130 |
|
|
2023
Q4 | $120K | Hold |
615
| – | – | 0.07% | 135 |
|
|
2023
Q3 | $120K | Hold |
615
| – | – | 0.1% | 81 |
|
|
2023
Q2 | $127K | Hold |
615
| – | – | 0.11% | 83 |
|
|
2023
Q1 | $120K | Buy |
+615
| New | +$120K | 0.11% | 88 |
|