Elwood & Goetz Wealth Advisory Group, LLC Vanguard Mid Cap ETF 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 Mid Cap ETF stock. As of the latest transaction made, Elwood & Goetz Wealth Advisory Group, LLC holds 28,060 shares of VO stock, worth $7.57 Million. This represents 1.78% of its overall portfolio holdings.
Number of Shares
28,060
Previous 27,544
1.87%
Holding current value
$7.57 Million
Previous $7.28 Million
0.26%
% of portfolio
1.78%
Previous 1.78%
Shares
26 transactions
Others Institutions Holding VO
# of Institutions
2,351Shares Held
196MCall Options Held
69.3KPut Options Held
25.1K-
Wells Fargo & Company San Francisco, CA24MShares$6.46 Billion1.45% of portfolio
-
Jones Financial Companies Lllp17.9MShares$4.82 Billion1.55% of portfolio
-
Bank Of America Corp Charlotte, NC16.6MShares$4.48 Billion0.35% of portfolio
-
Creative Planning Overland Park, KS8.21MShares$2.21 Billion2.0% of portfolio
-
Morgan Stanley New York, NY8.03MShares$2.17 Billion0.15% of portfolio