Elevation Wealth Partners’s Vanguard Total World Stock ETF VT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $363K | Hold |
2,821
| – | – | 0.14% | 83 |
|
|
2025
Q1 | $327K | Hold |
2,821
| – | – | 0.14% | 83 |
|
|
2024
Q4 | $331K | Hold |
2,821
| – | – | 0.14% | 84 |
|
|
2024
Q3 | $338K | Hold |
2,821
| – | – | 0.14% | 84 |
|
|
2024
Q2 | $318K | Hold |
2,821
| – | – | 0.15% | 82 |
|
|
2024
Q1 | $312K | Hold |
2,821
| – | – | 0.16% | 89 |
|
|
2023
Q4 | $263K | Hold |
2,821
| – | – | 0.16% | 86 |
|
|
2023
Q3 | $263K | Hold |
2,821
| – | – | 0.23% | 47 |
|
|
2023
Q2 | $274K | Hold |
2,821
| – | – | 0.23% | 47 |
|
|
2023
Q1 | $260K | Buy |
+2,821
| New | +$260K | 0.24% | 51 |
|