Number of Shares
53,650.00
Current Holdings Value*
$16.31 Mil
% of Portfolio
3.52%
Total Estimate Gain
$11.06 Mil
% of Total Estimate Gain
75.86%

Elwood & Goetz Wealth Advisory Group, LLC's Vanguard Total Stock Market ETF Holding Summary

As of 2025-06-30, Elwood & Goetz Wealth Advisory Group, LLC held 53,650.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $16.31 Mil. This investment constitutes 3.52% of their stock portfolio, and Elwood & Goetz Wealth Advisory Group, LLC now holds 0% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.

The initial trade took place in 2018Q4. And since then Elwood & Goetz Wealth Advisory Group, LLC has made 6 purchases of VTI, at an average price of $147.21, for a total of 99,001.00 shares. In addition, there have been 20 sales at an average price of $195.55 for 45,351.00 shares. Based on historical transaction data and VTI's current price of $312.41, Elwood & Goetz Wealth Advisory Group, LLC's estimated gain on his VTI holdings is $11.06 Mil, reflecting a 75.86% gain to date.

Elwood & Goetz Wealth Advisory Group, LLC VTI ($312.41) Holding Chart

Elwood & Goetz Wealth Advisory Group, LLC VTI ($312.41) 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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