EWM
Elevatus Welath Management’s Vanguard S&P 500 ETF VOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.8M | Buy |
43,712
+39,395
| +913% | +$22.4M | 8.28% | 1 |
|
|
2025
Q1 | $2.22M | Sell |
4,317
-58,152
| -93% | -$29.9M | 1.26% | 20 |
|
|
2024
Q4 | $33.7M | Buy |
62,469
+24,425
| +64% | +$13.2M | 11.52% | 1 |
|
|
2024
Q3 | $20.1M | Buy |
38,044
+36,751
| +2,842% | +$19.4M | 6.56% | 2 |
|
|
2024
Q2 | $647K | Buy |
1,293
+39
| +3% | +$19.5K | 0.24% | 64 |
|
|
2024
Q1 | $603K | Buy |
1,254
+177
| +16% | +$85.1K | 0.24% | 49 |
|
|
2023
Q4 | $470K | Buy |
1,077
+521
| +94% | +$228K | 0.21% | 55 |
|
|
2023
Q3 | $218K | Buy |
556
+52
| +10% | +$20.4K | 0.2% | 61 |
|
|
2023
Q2 | $205K | Buy |
+504
| New | +$205K | 0.14% | 49 |
|