Elwood & Goetz Wealth Advisory Group, LLC Vanguard Specialized Funds Van Transaction History

Elwood & Goetz Wealth Advisory Group, LLC

$408 Million
Q1 2025

A detailed history of Elwood & Goetz Wealth Advisory Group, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Elwood & Goetz Wealth Advisory Group, LLC holds 53,421 shares of VNQ stock, worth $4.8 Million. This represents 1.19% of its overall portfolio holdings.

Number of Shares

53,421

Previous 51,262 4.21%

Holding current value

$4.8 Million

Previous $4.57 Million 5.91%

% of portfolio

1.19%

Previous 1.12%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 22, 2025	BUY	$85.55 - $94.34 $184,702 - $203,680	2,159 Added 4.21%	53,421 $4.84 Million
Q4 2024 Feb 03, 2025	BUY	$87.85 - $98.6 $990,772 - $1.11 Million	11,278 Added 28.21%	51,262 $4.57 Million
Q3 2024 Oct 23, 2024	SELL	$82.97 - $98.97 $59,572 - $71,060	-718 Reduced 1.76%	39,984 $3.9 Million
Q2 2024 Jul 30, 2024	SELL	$78.61 - $85.97 $243,140 - $265,905	-3,093 Reduced 7.06%	40,702 $3.41 Million
Q1 2024 Apr 22, 2024	SELL	$82.58 - $89.12 $245,758 - $265,221	-2,976 Reduced 6.36%	43,795 $3.79 Million
Q4 2023 Jan 18, 2024	BUY	$71.05 - $89.54 $21,812 - $27,488	307 Added 0.66%	46,771 $4.13 Million
Q3 2023 Oct 19, 2023	BUY	$75.44 - $86.89 $1.44 Million - $1.65 Million	19,034 Added 69.39%	46,464 $3.52 Million
Q2 2023 Jul 28, 2023	SELL	$78.4 - $83.98 $283,024 - $303,167	-3,610 Reduced 11.63%	27,430 $2.29 Million
Q1 2023 Apr 19, 2023	SELL	$77.59 - $93.7 $5.01 Million - $6.06 Million	-64,630 Reduced 67.56%	31,040 $2.58 Million
Q4 2022 Jan 27, 2023	BUY	$76.14 - $88.09 $443,363 - $512,948	5,823 Added 6.48%	95,670 $7.89 Million
Q3 2022 Oct 28, 2022	BUY	$79.28 - $102.13 $187,497 - $241,537	2,365 Added 2.7%	89,847 $7.2 Million
Q2 2022 Aug 11, 2022	BUY	$87.04 - $112.5 $755,420 - $976,387	8,679 Added 11.01%	87,482 $7.97 Million
Q1 2022 Apr 15, 2022	BUY	$99.96 - $115.1 $461,415 - $531,301	4,616 Added 6.22%	78,803 $8.54 Million
Q4 2021 Jan 14, 2022	BUY	$102.53 - $116.01 $197,985 - $224,015	1,931 Added 2.67%	74,187 $8.61 Million
Q3 2021 Oct 18, 2021	SELL	$101.78 - $110.92 $331,802 - $361,599	-3,260 Reduced 4.32%	72,256 $7.35 Million
Q2 2021 Jul 15, 2021	BUY	$93.53 - $105.5 $272,733 - $307,638	2,916 Added 4.02%	75,516 $7.69 Million
Q1 2021 Apr 15, 2021	BUY	$81.97 - $92.98 $1.06 Million - $1.2 Million	12,882 Added 21.57%	72,600 $6.67 Million
Q4 2020 Jan 22, 2021	BUY	$76.08 - $86.67 $191,189 - $217,801	2,513 Added 4.39%	59,718 $5.07 Million
Q3 2020 Oct 13, 2020	BUY	$76.31 - $83.64 $382,313 - $419,036	5,010 Added 9.6%	57,205 $4.52 Million
Q2 2020 Jul 13, 2020	BUY	$64.53 - $86.79 $470,230 - $632,438	7,287 Added 16.23%	52,195 $4.1 Million
Q1 2020 Apr 30, 2020	BUY	$56.91 - $99.57 $307,257 - $537,578	5,399 Added 13.67%	44,908 $3.14 Million
Q4 2019 Jan 14, 2020	BUY	$90.14 - $95.25 $128,719 - $136,017	1,428 Added 3.75%	39,509 $3.67 Million
Q3 2019 Oct 11, 2019	BUY	$91.64 - $93.61 $77,435 - $79,100	845 Added 2.27%	38,081 $3.55 Million
Q2 2019 Jul 08, 2019	BUY	N/A	2,254 Added 6.44%	37,236 $3.25 Million
Q1 2019 Apr 09, 2019	BUY	N/A	1,512 Added 4.52%	34,982 $3.04 Million
Q4 2018 Feb 07, 2019	BUY	N/A	33,470 New	33,470 $2.5 Million

Others Institutions Holding VNQ

# of Institutions

1,936

Shares Held

234M

Call Options Held

1.45M

Put Options Held

1.28M

View Full List

About VANGUARD SPECIALIZED FUNDS VAN

Ticker VNQ
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Elwood & Goetz Wealth Advisory Group, LLC Vanguard Specialized Funds Van Transaction History