Elevation Wealth Partners’s Vanguard Total Stock Market ETF VTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.38M | Buy |
7,841
+96
| +1% | +$29.2K | 0.94% | 28 |
|
|
2025
Q1 | $2.13M | Sell |
7,745
-806
| -9% | -$222K | 0.92% | 29 |
|
|
2024
Q4 | $2.48M | Sell |
8,551
-232
| -3% | -$67.2K | 1.05% | 24 |
|
|
2024
Q3 | $2.49M | Sell |
8,783
-50
| -0.6% | -$14.2K | 1.07% | 24 |
|
|
2024
Q2 | $2.36M | Sell |
8,833
-294
| -3% | -$78.6K | 1.12% | 24 |
|
|
2024
Q1 | $2.36M | Buy |
9,127
+782
| +9% | +$202K | 1.18% | 20 |
|
|
2023
Q4 | $1.79M | Hold |
8,345
| – | – | 1.07% | 20 |
|
|
2023
Q3 | $1.77M | Buy |
8,345
+606
| +8% | +$129K | 1.53% | 15 |
|
|
2023
Q2 | $1.83M | Sell |
7,739
-888
| -10% | -$210K | 1.54% | 15 |
|
|
2023
Q1 | $1.76M | Buy |
+8,627
| New | +$1.76M | 1.61% | 13 |
|