Vanguard Personalized Indexing Management’s Elevance Health ELV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.1M | Buy |
36,247
+1,278
| +4% | +$497K | 0.16% | 110 |
|
|
2025
Q1 | $15.2M | Buy |
34,969
+8,318
| +31% | +$3.62M | 0.22% | 76 |
|
|
2024
Q4 | $9.83M | Sell |
26,651
-1,980
| -7% | -$730K | 0.15% | 102 |
|
|
2024
Q3 | $14.9M | Buy |
28,631
+1,894
| +7% | +$985K | 0.24% | 64 |
|
|
2024
Q2 | $14.5M | Buy |
26,737
+4,857
| +22% | +$2.63M | 0.28% | 51 |
|
|
2024
Q1 | $11.3M | Buy |
21,880
+2,185
| +11% | +$1.13M | 0.24% | 65 |
|
|
2023
Q4 | $9.29M | Buy |
19,695
+2,192
| +13% | +$1.03M | 0.24% | 64 |
|
|
2023
Q3 | $7.62M | Sell |
17,503
-491
| -3% | -$214K | 0.23% | 71 |
|
|
2023
Q2 | $7.99M | Buy |
17,994
+1,103
| +7% | +$490K | 0.24% | 63 |
|
|
2023
Q1 | $7.77M | Buy |
16,891
+1,900
| +13% | +$874K | 0.27% | 60 |
|
|
2022
Q4 | $7.69M | Buy |
14,991
+510
| +4% | +$262K | 0.32% | 49 |
|
|
2022
Q3 | $6.58M | Buy |
14,481
+1,283
| +10% | +$583K | 0.3% | 55 |
|
|
2022
Q2 | $6.37M | Buy |
13,198
+2,958
| +29% | +$1.43M | 0.3% | 53 |
|
|
2022
Q1 | $5.03M | Buy |
10,240
+2,163
| +27% | +$1.06M | 0.24% | 69 |
|
|
2021
Q4 | $3.74M | Buy |
8,077
+2,813
| +53% | +$1.3M | 0.22% | 78 |
|
|
2021
Q3 | $1.96M | Buy |
5,264
+387
| +8% | +$144K | 0.18% | 113 |
|
|
2021
Q2 | $1.86M | Buy |
4,877
+1,140
| +31% | +$435K | 0.19% | 106 |
|
|
2021
Q1 | $1.34M | Buy |
3,737
+741
| +25% | +$266K | 0.2% | 103 |
|
|
2020
Q4 | $962K | Buy |
2,996
+411
| +16% | +$132K | 0.21% | 103 |
|
|
2020
Q3 | $694K | Buy |
2,585
+433
| +20% | +$116K | 0.19% | 126 |
|
|
2020
Q2 | $566K | Sell |
2,152
-453
| -17% | -$119K | 0.26% | 97 |
|
|
2020
Q1 | $591K | Buy |
+2,605
| New | +$591K | 0.34% | 81 |
|