Elwood & Goetz Wealth Advisory Group, LLC AVMC Holdings History
Elwood & Goetz Wealth Advisory Group, LLC's Avantis U.S. Mid Cap Equity ETF Holding Summary
As of 2025-06-30, Elwood & Goetz Wealth Advisory Group, LLC held 33,547.00 shares of Avantis U.S. Mid Cap Equity ETF(AVMC), totaling $2.22 Mil. This investment constitutes 0.48% of their stock portfolio, and Elwood & Goetz Wealth Advisory Group, LLC now holds 1.25% of the outstanding Avantis U.S. Mid Cap Equity ETF(AVMC) stock.
The initial trade took place in 2025Q2. And since then Elwood & Goetz Wealth Advisory Group, LLC has made 1 purchases of AVMC, at an average price of $62.37, for a total of 33,547.00 shares. Based on historical transaction data and AVMC's current price of $68.46, Elwood & Goetz Wealth Advisory Group, LLC's estimated gain on his AVMC holdings is $204,301.23, reflecting a 9.76% gain to date.
Elwood & Goetz Wealth Advisory Group, LLC AVMC ($68.46) Holding Chart
Elwood & Goetz Wealth Advisory Group, LLC AVMC ($68.46) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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