Elwood & Goetz Wealth Advisory Group, LLC Vanguard Total Stock Market Et 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 Total Stock Market Et stock. As of the latest transaction made, Elwood & Goetz Wealth Advisory Group, LLC holds 55,012 shares of VTI stock, worth $16.1 Million. This represents 3.71% of its overall portfolio holdings.

Number of Shares

55,012

Previous 53,878 2.1%

Holding current value

$16.1 Million

Previous $15.6 Million 3.17%

% of portfolio

3.71%

Previous 3.82%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 22, 2025	BUY	$271.18 - $303.12 $307,518 - $343,738	1,134 Added 2.1%	55,012 $15.1 Million
Q4 2024 Feb 03, 2025	SELL	$280.04 - $302.45 $170,824 - $184,494	-610 Reduced 1.12%	53,878 $15.6 Million
Q3 2024 Oct 23, 2024	SELL	$255.18 - $283.2 $188,067 - $208,718	-737 Reduced 1.33%	54,488 $15.4 Million
Q2 2024 Jul 30, 2024	SELL	$245.23 - $269.4 $862,473 - $947,479	-3,517 Reduced 5.99%	55,225 $14.8 Million
Q1 2024 Apr 22, 2024	SELL	$232.77 - $260.14 $80,305 - $89,748	-345 Reduced 0.58%	58,742 $15.3 Million
Q4 2023 Jan 18, 2024	SELL	$203.12 - $238.25 $299,398 - $351,180	-1,474 Reduced 2.43%	59,087 $14 Million
Q3 2023 Oct 19, 2023	BUY	$211.41 - $228.35 $1.35 Million - $1.45 Million	6,370 Added 11.75%	60,561 $12.9 Million
Q2 2023 Jul 28, 2023	SELL	$200.75 - $220.28 $115,832 - $127,101	-577 Reduced 1.05%	54,191 $11.9 Million
Q1 2023 Apr 19, 2023	SELL	$189.85 - $210.01 $174,282 - $192,789	-918 Reduced 1.65%	54,768 $11.2 Million
Q4 2022 Jan 27, 2023	BUY	$179.3 - $204.18 $39,446 - $44,919	220 Added 0.4%	55,686 $10.6 Million
Q3 2022 Oct 28, 2022	BUY	$179.47 - $216.24 $51,687 - $62,277	288 Added 0.52%	55,466 $9.95 Million
Q2 2022 Aug 11, 2022	SELL	$183.02 - $230.52 $416,553 - $524,663	-2,276 Reduced 3.96%	55,178 $10.4 Million
Q1 2022 Apr 15, 2022	SELL	$209.9 - $242.97 $384,117 - $444,635	-1,830 Reduced 3.09%	57,454 $13.1 Million
Q4 2021 Jan 14, 2022	SELL	$221.73 - $242.96 $1,552 - $1,700	-7 Reduced 0.01%	59,284 $14.3 Million
Q3 2021 Oct 18, 2021	SELL	$219.23 - $234.37 $868,808 - $928,808	-3,963 Reduced 6.27%	59,291 $13.2 Million
Q2 2021 Jul 15, 2021	SELL	$209.28 - $222.82 $608,586 - $647,960	-2,908 Reduced 4.4%	63,254 $14.1 Million
Q1 2021 Apr 15, 2021	SELL	$191.87 - $208.85 $229,476 - $249,784	-1,196 Reduced 1.78%	66,162 $13.7 Million
Q4 2020 Jan 22, 2021	SELL	$166.99 - $194.64 $306,259 - $356,969	-1,834 Reduced 2.65%	67,358 $13.1 Million
Q3 2020 Oct 13, 2020	SELL	$157.44 - $181.24 $2.22 Million - $2.56 Million	-14,124 Reduced 16.95%	69,192 $11.8 Million
Q2 2020 Jul 13, 2020	SELL	$122.96 - $164.1 $165,627 - $221,042	-1,347 Reduced 1.59%	83,316 $13 Million
Q1 2020 Apr 30, 2020	BUY	$111.91 - $172.17 $687,798 - $1.06 Million	6,146 Added 7.83%	84,663 $10.9 Million
Q4 2019 Jan 14, 2020	BUY	$146.61 - $164.29 $806,501 - $903,759	5,501 Added 7.53%	78,517 $12.8 Million
Q3 2019 Oct 11, 2019	SELL	$150.3 - $153.62 $155,710 - $159,150	-1,036 Reduced 1.4%	73,016 $11 Million
Q2 2019 Jul 08, 2019	SELL	N/A	-3,812 Reduced 4.9%	74,052 $11.1 Million
Q1 2019 Apr 09, 2019	SELL	N/A	-1,478 Reduced 1.86%	77,864 $11.3 Million
Q4 2018 Feb 07, 2019	BUY	N/A	79,342 New	79,342 $10.1 Million

Others Institutions Holding VTI

# of Institutions

3,452

Shares Held

518M

Call Options Held

1.15M

Put Options Held

904K

View Full List

About VANGUARD TOTAL STOCK MARKET ET

Ticker VTI
Sector ETFs
Industry Closed-End Fund - Equity

More about VTI

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Elwood & Goetz Wealth Advisory Group, LLC Vanguard Total Stock Market Et Transaction History