Elevation Wealth Partners’s Vanguard Value ETF VTV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $184K | Hold |
1,040
| – | – | 0.07% | 117 |
|
|
2025
Q1 | $180K | Hold |
1,040
| – | – | 0.08% | 119 |
|
|
2024
Q4 | $176K | Hold |
1,040
| – | – | 0.07% | 123 |
|
|
2024
Q3 | $182K | Hold |
1,040
| – | – | 0.08% | 122 |
|
|
2024
Q2 | $167K | Buy |
+1,040
| New | +$167K | 0.08% | 124 |
|
|
2024
Q1 | – | Sell |
-32
| Closed | -$4.41K | – | 510 |
|
|
2023
Q4 | $4.41K | Hold |
32
| – | – | ﹤0.01% | 375 |
|
|
2023
Q3 | $4.41K | Hold |
32
| – | – | ﹤0.01% | 281 |
|
|
2023
Q2 | $4.55K | Hold |
32
| – | – | ﹤0.01% | 285 |
|
|
2023
Q1 | $4.42K | Buy |
+32
| New | +$4.42K | ﹤0.01% | 291 |
|