Elwood & Goetz Wealth Advisory Group, LLC VTI Holdings History
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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