Elwood & Goetz Wealth Advisory Group, LLC VOO Holdings History
Elwood & Goetz Wealth Advisory Group, LLC's Vanguard S&P 500 ETF Holding Summary
As of 2025-06-30, Elwood & Goetz Wealth Advisory Group, LLC held 131,647.00 shares of Vanguard S&P 500 ETF(VOO), totaling $74.78 Mil. This investment constitutes 16.16% of their stock portfolio, and Elwood & Goetz Wealth Advisory Group, LLC now holds 0.01% of the outstanding Vanguard S&P 500 ETF(VOO) stock.
The initial trade took place in 2020Q3. And since then Elwood & Goetz Wealth Advisory Group, LLC has made 16 purchases of VOO, at an average price of $374.16, for a total of 143,751.00 shares. In addition, there have been 4 sales at an average price of $430.86 for 12,104.00 shares. Based on historical transaction data and VOO's current price of $580.15, Elwood & Goetz Wealth Advisory Group, LLC's estimated gain on his VOO holdings is $27.80 Mil, reflecting a 51.69% gain to date.
Elwood & Goetz Wealth Advisory Group, LLC VOO ($580.15) Holding Chart
Elwood & Goetz Wealth Advisory Group, LLC VOO ($580.15) 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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