Elevation Wealth Partners’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$81.5K Buy
2025
Q2
$72.7K Hold
2025
Q1
$67.2K Buy
2024
Q4
$74.3K Sell
2024
Q3
$266K Buy
2024
Q2
$244K Sell
2024
Q1
$322K Sell
2023
Q4
$1.57M Buy