Elevatus Welath Management’s Vanguard Growth ETF VUG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.2M Sell
7,301
-4,437
-38% -$1.95M 1.07% 29
2025
Q1
$4.35M Sell
11,738
-19,342
-62% -$7.17M 2.47% 10
2024
Q4
$12.8M Sell
31,080
-5,790
-16% -$2.38M 4.36% 8
2024
Q3
$14.2M Buy
36,870
+28,452
+338% +$10.9M 4.63% 5
2024
Q2
$3.15M Sell
8,418
-232
-3% -$86.8K 1.18% 32
2024
Q1
$2.98M Buy
8,650
+499
+6% +$172K 1.17% 28
2023
Q4
$2.53M Buy
8,151
+36
+0.4% +$11.2K 1.15% 32
2023
Q3
$2.21M Buy
+8,115
New +$2.21M 2% 16