ELEVATION WEALTH PARTNERS, LLC VO Holdings History
ELEVATION WEALTH PARTNERS, LLC's Vanguard Mid-Cap ETF Holding Summary
As of 2025-06-30, ELEVATION WEALTH PARTNERS, LLC held 34,527.00 shares of Vanguard Mid-Cap ETF(VO), totaling $9.66 Mil. This investment constitutes 3.82% of their stock portfolio, and ELEVATION WEALTH PARTNERS, LLC now holds 0.01% of the outstanding Vanguard Mid-Cap ETF(VO) stock.
The initial trade took place in 2023Q1. And since then ELEVATION WEALTH PARTNERS, LLC has made 7 purchases of VO, at an average price of $220.76, for a total of 35,392.00 shares. In addition, there have been 2 sales at an average price of $260.98 for 865.00 shares. Based on historical transaction data and VO's current price of $287.36, ELEVATION WEALTH PARTNERS, LLC's estimated gain on his VO holdings is $2.33 Mil, reflecting a 29.88% gain to date.
ELEVATION WEALTH PARTNERS, LLC VO ($287.36) Holding Chart
ELEVATION WEALTH PARTNERS, LLC VO ($287.36) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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