Elwood & Goetz Wealth Advisory Group, LLC Vanguard Utilities 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 Utilities ETF stock. As of the latest transaction made, Elwood & Goetz Wealth Advisory Group, LLC holds 1,664 shares of VPU stock, worth $284,527. This represents 0.07% of its overall portfolio holdings.

Number of Shares
1,664
Previous 1,721 3.31%
Holding current value
$284,527
Previous $281,000 1.07%
% of portfolio
0.07%
Previous 0.07%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 22, 2025
SELL
$161.24 - $173.33 $9,190 - $9,879
-57 Reduced 3.31%
1,664 $284,000
Q1 2024

Apr 22, 2024
SELL
$129.56 - $142.58 $1,166 - $1,283
-9 Reduced 0.52%
1,721 $245,000
Q4 2023

Jan 18, 2024
BUY
$121.65 - $142.23 $5,960 - $6,969
49 Added 2.91%
1,730 $237,000
Q3 2023

Oct 19, 2023
BUY
$127.23 - $148.54 $11,069 - $12,922
87 Added 5.46%
1,681 $214,000
Q1 2023

Apr 19, 2023
BUY
$139.89 - $156.95 $6,015 - $6,748
43 Added 2.77%
1,594 $235,000
Q4 2022

Jan 27, 2023
BUY
$134.2 - $158.16 $4,562 - $5,377
34 Added 2.24%
1,551 $237,000
Q3 2022

Oct 28, 2022
SELL
$142.26 - $169.41 $14,795 - $17,618
-104 Reduced 6.42%
1,517 $216,000
Q2 2022

Aug 11, 2022
SELL
$141.44 - $166.95 $40,876 - $48,248
-289 Reduced 15.13%
1,621 $247,000
Q2 2021

Jul 15, 2021
BUY
$138.76 - $148.08 $25,254 - $26,950
182 Added 10.53%
1,910 $265,000
Q4 2020

Jan 22, 2021
BUY
$130.28 - $145.52 $3,778 - $4,220
29 Added 1.71%
1,728 $237,000
Q2 2020

Jul 13, 2020
BUY
$113.96 - $138.05 $193,618 - $234,546
1,699 New
1,699 $210,000

Others Institutions Holding VPU

# of Institutions
658
Shares Held
13.5M
Call Options Held
85.2K
Put Options Held
26.6K
View Full List

About VANGUARD UTILITIES ETF

VPU Quotes by TradingView
  • Ticker VPU
  • Sector ETFs
  • Industry ETFs
More about VPU
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