Elwood & Goetz Wealth Advisory Group, LLC VGT Holdings History
Elwood & Goetz Wealth Advisory Group, LLC's Vanguard Information Technology ETF Holding Summary
As of 2025-06-30, Elwood & Goetz Wealth Advisory Group, LLC held 55,354.00 shares of Vanguard Information Technology ETF(VGT), totaling $36.72 Mil. This investment constitutes 7.94% of their stock portfolio, and Elwood & Goetz Wealth Advisory Group, LLC now holds 0.04% of the outstanding Vanguard Information Technology ETF(VGT) stock.
The initial trade took place in 2020Q1. And since then Elwood & Goetz Wealth Advisory Group, LLC has made 14 purchases of VGT, at an average price of $279.65, for a total of 91,799.00 shares. In addition, there have been 8 sales at an average price of $416.18 for 36,445.00 shares. Based on historical transaction data and VGT's current price of $687.55, Elwood & Goetz Wealth Advisory Group, LLC's estimated gain on his VGT holdings is $27.55 Mil, reflecting a 107.33% gain to date.
Elwood & Goetz Wealth Advisory Group, LLC VGT ($687.55) Holding Chart
Elwood & Goetz Wealth Advisory Group, LLC VGT ($687.55) 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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