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 |
|