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

Elwood & Goetz Wealth Advisory Group, LLC

$412 Million
Q1 2024

A detailed history of Elwood & Goetz Wealth Advisory Group, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Elwood & Goetz Wealth Advisory Group, LLC holds 27,537 shares of VO stock, worth $6.65 Million. This represents 1.67% of its overall portfolio holdings.

Number of Shares

27,537

Previous 27,179 1.32%

Holding current value

$6.65 Million

Previous $6.32 Million 8.83%

% of portfolio

1.67%

Previous 1.34%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 22, 2024	BUY	$225.86 - $249.86 $80,857 - $89,449	358 Added 1.32%	27,537 $6.88 Million
Q4 2023 Jan 18, 2024	SELL	$195.66 - $233.95 $52,045 - $62,230	-266 Reduced 0.97%	27,179 $6.32 Million
Q3 2023 Oct 19, 2023	BUY	$206.6 - $228.23 $843,547 - $931,863	4,083 Added 17.48%	27,445 $5.72 Million
Q2 2023 Jul 28, 2023	SELL	$203.43 - $220.16 $33,769 - $36,546	-166 Reduced 0.71%	23,362 $5.14 Million
Q1 2023 Apr 19, 2023	SELL	$200.2 - $225.98 $346,346 - $390,945	-1,730 Reduced 6.85%	23,528 $4.96 Million

Q4 2022 Jan 27, 2023	SELL	$199.06 - $217.26 $481,128 - $525,117	-2,417 Reduced 8.73%	25,258 $5.15 Million
Q3 2022 Oct 28, 2022	BUY	N/A	3,017 Added 12.24%	27,675 $5.2 Million
Q2 2022 Aug 11, 2022	BUY	N/A	12,891 Added 109.55%	24,658 $4.86 Million
Q1 2022 Apr 15, 2022	BUY	N/A	826 Added 7.55%	11,767 $2.8 Million
Q4 2021 Jan 14, 2022	SELL	N/A	-86 Reduced 0.78%	10,941 $2.79 Million
Q3 2021 Oct 18, 2021	SELL	N/A	-388 Reduced 3.4%	11,027 $2.61 Million
Q2 2021 Jul 15, 2021	SELL	N/A	-769 Reduced 6.31%	11,415 $2.71 Million
Q1 2021 Apr 15, 2021	SELL	N/A	-221 Reduced 1.78%	12,184 $2.7 Million
Q4 2020 Jan 22, 2021	SELL	N/A	-407 Reduced 3.18%	12,405 $2.57 Million
Q3 2020 Oct 13, 2020	BUY	N/A	135 Added 1.06%	12,812 $2.26 Million
Q2 2020 Jul 13, 2020	BUY	N/A	1,969 Added 18.39%	12,677 $2.08 Million
Q1 2020 Apr 30, 2020	BUY	N/A	2,967 Added 38.33%	10,708 $1.41 Million
Q4 2019 Jan 14, 2020	SELL	N/A	-195 Reduced 2.46%	7,741 $1.38 Million
Q3 2019 Oct 11, 2019	SELL	N/A	-73 Reduced 0.91%	7,936 $1.33 Million
Q2 2019 Jul 08, 2019	SELL	N/A	-468 Reduced 5.52%	8,009 $1.34 Million
Q1 2019 Apr 09, 2019	SELL	N/A	-285 Reduced 3.25%	8,477 $1.36 Million
Q4 2018 Feb 07, 2019	BUY	N/A	8,762 New	8,762 $1.21 Million

Others Institutions Holding VO

# of Institutions

1,966

Shares Held

167M

Call Options Held

224K

Put Options Held

206K

View Full List

About VANGUARD MID-CAP ETF

Ticker VO
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Industry ETFs

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