Elwood & Goetz Wealth Advisory Group, LLC Vanguard Information Technolog Transaction History

Elwood & Goetz Wealth Advisory Group, LLC

$402 Million
Q3 2024

A detailed history of Elwood & Goetz Wealth Advisory Group, LLC transactions in Vanguard Information Technolog stock. As of the latest transaction made, Elwood & Goetz Wealth Advisory Group, LLC holds 53,444 shares of VGT stock, worth $34 Million. This represents 7.79% of its overall portfolio holdings.

Number of Shares

53,444

Previous 53,089 0.67%

Holding current value

$34 Million

Previous $30.6 Million 2.4%

% of portfolio

7.79%

Previous 8.72%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 23, 2024	BUY	$514.43 - $606.85 $182,622 - $215,431	355 Added 0.67%	53,444 $31.3 Million
Q2 2024 Jul 30, 2024	SELL	$479.9 - $588.82 $156,447 - $191,955	-326 Reduced 0.61%	53,089 $30.6 Million
Q1 2024 Apr 22, 2024	SELL	$462.18 - $530.16 $314,744 - $361,038	-681 Reduced 1.26%	53,415 $28 Million
Q4 2023 Jan 18, 2024	SELL	$399.56 - $486.79 $1.48 Million - $1.8 Million	-3,697 Reduced 6.4%	54,096 $26.2 Million
Q3 2023 Oct 19, 2023	SELL	$409.4 - $459.58 $1.09 Million - $1.23 Million	-2,668 Reduced 4.41%	57,793 $24 Million
Q2 2023 Jul 28, 2023	SELL	$368.4 - $443.39 $1.01 Million - $1.22 Million	-2,742 Reduced 4.34%	60,461 $26.7 Million
Q1 2023 Apr 19, 2023	BUY	$311.14 - $385.47 $915,685 - $1.13 Million	2,943 Added 4.88%	63,203 $24.4 Million
Q4 2022 Jan 27, 2023	BUY	$300.84 - $349.17 $2.03 Million - $2.36 Million	6,758 Added 12.63%	60,260 $19.2 Million
Q3 2022 Oct 28, 2022	BUY	$307.37 - $391.03 $655,005 - $833,284	2,131 Added 4.15%	53,502 $16.4 Million
Q2 2022 Aug 11, 2022	SELL	$315.97 - $423.43 $1.01 Million - $1.35 Million	-3,191 Reduced 5.85%	51,371 $16.8 Million
Q1 2022 Apr 15, 2022	BUY	$366.81 - $462.0 $485,656 - $611,688	1,324 Added 2.49%	54,562 $22.7 Million
Q4 2021 Jan 14, 2022	BUY	$396.99 - $466.1 $382,698 - $449,320	964 Added 1.84%	53,238 $24.4 Million
Q3 2021 Oct 18, 2021	SELL	$397.41 - $429.35 $9.16 Million - $9.9 Million	-23,056 Reduced 30.61%	52,274 $21 Million
Q2 2021 Jul 15, 2021	BUY	$351.88 - $400.08 $957,113 - $1.09 Million	2,720 Added 3.75%	75,330 $30 Million
Q1 2021 Apr 15, 2021	BUY	$339.41 - $380.61 $999,901 - $1.12 Million	2,946 Added 4.23%	72,610 $26 Million
Q4 2020 Jan 22, 2021	BUY	$297.99 - $355.36 $590,318 - $703,968	1,981 Added 2.93%	69,664 $24.6 Million
Q3 2020 Oct 13, 2020	BUY	$279.37 - $338.36 $189,412 - $229,408	678 Added 1.01%	67,683 $21.1 Million
Q2 2020 Jul 13, 2020	BUY	$201.88 - $278.76 $1.65 Million - $2.27 Million	8,151 Added 13.85%	67,005 $18.7 Million
Q1 2020 Apr 30, 2020	BUY	$185.49 - $273.21 $10.9 Million - $16.1 Million	58,854 New	58,854 $12.5 Million

Others Institutions Holding VGT

# of Institutions

1,689

Shares Held

48.2M

Call Options Held

857K

Put Options Held

238K

View Full List

About VANGUARD INFORMATION TECHNOLOG

Ticker VGT
Sector ETFs
Industry ETFs

More about VGT

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 Information Technolog Transaction History