Elwood & Goetz Wealth Advisory Group, LLC NFLT Holdings History
Elwood & Goetz Wealth Advisory Group, LLC's Virtus Newfleet Multi-Sector Unconstrained Bond ETF Holding Summary
As of 2025-03-31, Elwood & Goetz Wealth Advisory Group, LLC held 539,959.00 shares of Virtus Newfleet Multi-Sector Unconstrained Bond ETF(NFLT), totaling $12.19 Mil. This investment constitutes 2.98% of their stock portfolio, and Elwood & Goetz Wealth Advisory Group, LLC now holds 5.05% of the outstanding Virtus Newfleet Multi-Sector Unconstrained Bond ETF(NFLT) stock.
The initial trade took place in 2024Q1. And since then Elwood & Goetz Wealth Advisory Group, LLC has made 5 purchases of NFLT, at an average price of $22.51, for a total of 539,959.00 shares. Based on historical transaction data and NFLT's current price of $22.70, Elwood & Goetz Wealth Advisory Group, LLC's estimated gain on his NFLT holdings is $104,313.68, reflecting a 0.86% gain to date.
Elwood & Goetz Wealth Advisory Group, LLC NFLT ($22.70) Holding Chart
Elwood & Goetz Wealth Advisory Group, LLC NFLT ($22.70) 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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