Vanguard Small-Cap ETF shares owned by Elevate Wealth Advisory
Quarter-by-quarter ownership of Vanguard Small-Cap ETF (VB) shares owned by Elevate Wealth Advisory
from 13F filings
Historical chart of Elevate Wealth Advisory investment in Vanguard Small-Cap ETF
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All positions including Vanguard Small-Cap ETF held by Elevate Wealth Advisory consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Vanguard Small-Cap ETF by Elevate Wealth Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $273k | 1.1k | 255.18 |
| 2025-06-30 | $269k | 1.1k | 237.84 |
| 2025-03-31 | $237k | 1.1k | 221.82 |
| 2024-12-31 | $263k | 1.1k | 240.33 |
| 2024-09-30 | $261k | 1.1k | 237.93 |
| 2024-06-30 | $240k | 1.1k | 218.88 |
| 2024-03-31 | $250k | 1.1k | 228.59 |
| 2023-12-31 | $234k | 1.1k | 213.25 |