Elwood & Goetz Wealth Advisory Group, LLC AVSC Holdings History
Elwood & Goetz Wealth Advisory Group, LLC's Avantis U.S Small Cap Equity ETF Holding Summary
As of 2025-03-31, Elwood & Goetz Wealth Advisory Group, LLC held 555,480.00 shares of Avantis U.S Small Cap Equity ETF(AVSC), totaling $26.89 Mil. This investment constitutes 6.57% of their stock portfolio, and Elwood & Goetz Wealth Advisory Group, LLC now holds 1.86% of the outstanding Avantis U.S Small Cap Equity ETF(AVSC) stock.
The initial trade took place in 2023Q1. And since then Elwood & Goetz Wealth Advisory Group, LLC has made 7 purchases of AVSC, at an average price of $46.97, for a total of 574,257.00 shares. In addition, there have been 2 sales at an average price of $49.40 for 18,777.00 shares. Based on historical transaction data and AVSC's current price of $53.26, Elwood & Goetz Wealth Advisory Group, LLC's estimated gain on his AVSC holdings is $3.54 Mil, reflecting a 13.13% gain to date.
Elwood & Goetz Wealth Advisory Group, LLC AVSC ($53.26) Holding Chart
Elwood & Goetz Wealth Advisory Group, LLC AVSC ($53.26) 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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