EWM
Elevatus Welath Management’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $700K | Buy |
2,955
+1,705
| +136% | +$404K | 0.23% | 53 |
|
|
2025
Q1 | $277K | Sell |
1,250
-3,212
| -72% | -$712K | 0.16% | 77 |
|
|
2024
Q4 | $1.07M | Sell |
4,462
-367
| -8% | -$88.2K | 0.37% | 36 |
|
|
2024
Q3 | $1.15M | Buy |
4,829
+3,484
| +259% | +$826K | 0.37% | 36 |
|
|
2024
Q2 | $293K | Sell |
1,345
-1,425
| -51% | -$311K | 0.11% | 81 |
|
|
2024
Q1 | $633K | Buy |
2,770
+1,175
| +74% | +$269K | 0.25% | 48 |
|
|
2023
Q4 | $340K | Buy |
+1,595
| New | +$340K | 0.15% | 64 |
|