Number of Shares
1.25 Mil
Current Holdings Value*
$71.16 Mil
% of Portfolio
15.38%
Total Estimate Gain
$16.66 Mil
% of Total Estimate Gain
29.00%

Elwood & Goetz Wealth Advisory Group, LLC's Vanguard FTSE Developed Markets ETF Holding Summary

As of 2025-06-30, Elwood & Goetz Wealth Advisory Group, LLC held 1.25 Mil shares of Vanguard FTSE Developed Markets ETF(VEA), totaling $71.16 Mil. This investment constitutes 15.38% of their stock portfolio, and Elwood & Goetz Wealth Advisory Group, LLC now holds 0.04% of the outstanding Vanguard FTSE Developed Markets ETF(VEA) stock.

The initial trade took place in 2018Q4. And since then Elwood & Goetz Wealth Advisory Group, LLC has made 20 purchases of VEA, at an average price of $44.07, for a total of 1.30 Mil shares. In addition, there have been 5 sales at an average price of $47.10 for 54,924.00 shares. Based on historical transaction data and VEA's current price of $57.28, Elwood & Goetz Wealth Advisory Group, LLC's estimated gain on his VEA holdings is $16.66 Mil, reflecting a 29.00% gain to date.

Elwood & Goetz Wealth Advisory Group, LLC VEA ($57.28) Holding Chart

Elwood & Goetz Wealth Advisory Group, LLC VEA ($57.28) 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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