Elwood & Goetz Wealth Advisory Group, LLC Vanguard Small Cap ETF Transaction History

Elwood & Goetz Wealth Advisory Group, LLC

$351 Million
Q2 2024

A detailed history of Elwood & Goetz Wealth Advisory Group, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Elwood & Goetz Wealth Advisory Group, LLC holds 9,672 shares of VB stock, worth $2.29 Million. This represents 0.6% of its overall portfolio holdings.

Number of Shares

9,672

Previous 10,427 7.24%

Holding current value

$2.29 Million

Previous $2.38 Million 11.54%

% of portfolio

0.6%

Previous 0.58%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 30, 2024	SELL	$210.76 - $226.94 $159,123 - $171,339	-755 Reduced 7.24%	9,672 $2.11 Million
Q1 2024 Apr 22, 2024	SELL	$204.0 - $228.59 $21,012 - $23,544	-103 Reduced 0.98%	10,427 $2.38 Million
Q4 2023 Jan 18, 2024	BUY	$175.26 - $215.9 $12,618 - $15,544	72 Added 0.69%	10,530 $2.25 Million
Q3 2023 Oct 19, 2023	BUY	$186.24 - $208.75 $83,994 - $94,146	451 Added 4.51%	10,458 $1.98 Million
Q1 2023 Apr 19, 2023	SELL	$179.51 - $208.76 $9,514 - $11,064	-53 Reduced 0.53%	10,007 $1.9 Million
Q4 2022 Jan 27, 2023	SELL	$172.82 - $196.57 $17,973 - $20,443	-104 Reduced 1.02%	10,060 $1.85 Million
Q3 2022 Oct 28, 2022	SELL	$170.45 - $206.62 $2,045 - $2,479	-12 Reduced 0.12%	10,164 $1.74 Million
Q2 2022 Aug 11, 2022	SELL	$170.7 - $214.67 $92,348 - $116,136	-541 Reduced 5.05%	10,176 $1.79 Million
Q1 2022 Apr 15, 2022	BUY	$198.73 - $227.97 $46,105 - $52,889	232 Added 2.21%	10,717 $2.28 Million
Q4 2021 Jan 14, 2022	BUY	$215.13 - $239.37 $9,250 - $10,292	43 Added 0.41%	10,485 $2.37 Million
Q3 2021 Oct 18, 2021	SELL	$211.9 - $229.42 $16,104 - $17,435	-76 Reduced 0.72%	10,442 $2.28 Million
Q2 2021 Jul 15, 2021	SELL	$211.77 - $228.05 $208,805 - $224,857	-986 Reduced 8.57%	10,518 $2.37 Million
Q1 2021 Apr 15, 2021	SELL	$191.53 - $223.48 $66,077 - $77,100	-345 Reduced 2.91%	11,504 $2.46 Million
Q4 2020 Jan 22, 2021	SELL	$156.0 - $196.91 $45,708 - $57,694	-293 Reduced 2.41%	11,849 $2.31 Million
Q3 2020 Oct 13, 2020	BUY	$143.34 - $162.04 $100,911 - $114,076	704 Added 6.15%	12,142 $1.87 Million
Q2 2020 Jul 13, 2020	BUY	$106.26 - $156.76 $993,212 - $1.47 Million	9,347 Added 447.01%	11,438 $1.67 Million
Q1 2020 Apr 30, 2020	BUY	$98.45 - $170.48 $205,858 - $356,473	2,091 New	2,091 $241,000

Others Institutions Holding VB

# of Institutions

2,032

Shares Held

147M

Call Options Held

63.7K

Put Options Held

17.3K

View Full List

About VANGUARD SMALL-CAP ETF

Ticker VB
Sector ETFs
Industry ETFs

More about VB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Elwood & Goetz Wealth Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Elwood & Goetz Wealth Advisory Group, LLC with notifications on news.

Account

Elwood & Goetz Wealth Advisory Group, LLC Vanguard Small Cap ETF Transaction History