VIM
Vancity Investment Management’s Elevance Health ELV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.6M | Sell |
45,183
-2,204
| -5% | -$857K | 2.22% | 18 |
|
|
2025
Q1 | $20.6M | Buy |
+47,387
| New | +$20.6M | 2.83% | 14 |
|
|
2024
Q3 | $27.1M | Sell |
52,083
-53,741
| -51% | -$27.9M | 3.25% | 12 |
|
|
2024
Q2 | $57M | Buy |
105,824
+52,517
| +99% | +$28.3M | 3.61% | 10 |
|
|
2024
Q1 | $27.6M | Buy |
53,307
+9,809
| +23% | +$5.09M | 3.29% | 10 |
|
|
2023
Q4 | $20.5M | Sell |
43,498
-44,693
| -51% | -$21.1M | 3% | 12 |
|
|
2023
Q3 | $38.4M | Buy |
88,191
+62,544
| +244% | +$27.2M | 4.98% | 4 |
|
|
2023
Q2 | $11.4M | Hold |
25,647
| – | – | 1.47% | 24 |
|
|
2023
Q1 | $11.8M | Buy |
25,647
+2,793
| +12% | +$1.28M | 1.65% | 25 |
|
|
2022
Q4 | $11.7M | Buy |
22,854
+2,163
| +10% | +$1.11M | 1.76% | 22 |
|
|
2022
Q3 | $9.4M | Buy |
+20,691
| New | +$9.4M | 1.49% | 28 |
|