Elwood & Goetz Wealth Advisory Group, LLC Vanguard Specialized Funds Van Transaction History

Elwood & Goetz Wealth Advisory Group, LLC

  • $408 Million
  • Q4 2024

A detailed history of Elwood & Goetz Wealth Advisory Group, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Elwood & Goetz Wealth Advisory Group, LLC holds 51,262 shares of VNQ stock, worth $4.64 Million. This represents 1.12% of its overall portfolio holdings.

Number of Shares
51,262
Previous 39,984 28.21%
Holding current value
$4.64 Million
Previous $3.9 Million 17.23%
% of portfolio
1.12%
Previous 0.97%

Shares

25 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 03, 2025
BUY
$87.85 - $98.6 $990,772 - $1.11 Million
11,278 Added 28.21%
51,262 $4.57 Million
Q3 2024

Oct 23, 2024
SELL
$82.97 - $98.97 $59,572 - $71,060
-718 Reduced 1.76%
39,984 $3.9 Million
Q2 2024

Jul 30, 2024
SELL
$78.61 - $85.97 $243,140 - $265,905
-3,093 Reduced 7.06%
40,702 $3.41 Million
Q1 2024

Apr 22, 2024
SELL
$82.58 - $89.12 $245,758 - $265,221
-2,976 Reduced 6.36%
43,795 $3.79 Million
Q4 2023

Jan 18, 2024
BUY
$71.05 - $89.54 $21,812 - $27,488
307 Added 0.66%
46,771 $4.13 Million
Q3 2023

Oct 19, 2023
BUY
$75.44 - $86.89 $1.44 Million - $1.65 Million
19,034 Added 69.39%
46,464 $3.52 Million
Q2 2023

Jul 28, 2023
SELL
$78.4 - $83.98 $283,024 - $303,167
-3,610 Reduced 11.63%
27,430 $2.29 Million
Q1 2023

Apr 19, 2023
SELL
$77.59 - $93.7 $5.01 Million - $6.06 Million
-64,630 Reduced 67.56%
31,040 $2.58 Million
Q4 2022

Jan 27, 2023
BUY
$76.14 - $88.09 $443,363 - $512,948
5,823 Added 6.48%
95,670 $7.89 Million
Q3 2022

Oct 28, 2022
BUY
$79.28 - $102.13 $187,497 - $241,537
2,365 Added 2.7%
89,847 $7.2 Million
Q2 2022

Aug 11, 2022
BUY
$87.04 - $112.5 $755,420 - $976,387
8,679 Added 11.01%
87,482 $7.97 Million
Q1 2022

Apr 15, 2022
BUY
$99.96 - $115.1 $461,415 - $531,301
4,616 Added 6.22%
78,803 $8.54 Million
Q4 2021

Jan 14, 2022
BUY
$102.53 - $116.01 $197,985 - $224,015
1,931 Added 2.67%
74,187 $8.61 Million
Q3 2021

Oct 18, 2021
SELL
$101.78 - $110.92 $331,802 - $361,599
-3,260 Reduced 4.32%
72,256 $7.35 Million
Q2 2021

Jul 15, 2021
BUY
$93.53 - $105.5 $272,733 - $307,638
2,916 Added 4.02%
75,516 $7.69 Million
Q1 2021

Apr 15, 2021
BUY
$81.97 - $92.98 $1.06 Million - $1.2 Million
12,882 Added 21.57%
72,600 $6.67 Million
Q4 2020

Jan 22, 2021
BUY
$76.08 - $86.67 $191,189 - $217,801
2,513 Added 4.39%
59,718 $5.07 Million
Q3 2020

Oct 13, 2020
BUY
$76.31 - $83.64 $382,313 - $419,036
5,010 Added 9.6%
57,205 $4.52 Million
Q2 2020

Jul 13, 2020
BUY
$64.53 - $86.79 $470,230 - $632,438
7,287 Added 16.23%
52,195 $4.1 Million
Q1 2020

Apr 30, 2020
BUY
$56.91 - $99.57 $307,257 - $537,578
5,399 Added 13.67%
44,908 $3.14 Million
Q4 2019

Jan 14, 2020
BUY
$90.14 - $95.25 $128,719 - $136,017
1,428 Added 3.75%
39,509 $3.67 Million
Q3 2019

Oct 11, 2019
BUY
$91.64 - $93.61 $77,435 - $79,100
845 Added 2.27%
38,081 $3.55 Million
Q2 2019

Jul 08, 2019
BUY
N/A
2,254 Added 6.44%
37,236 $3.25 Million
Q1 2019

Apr 09, 2019
BUY
N/A
1,512 Added 4.52%
34,982 $3.04 Million
Q4 2018

Feb 07, 2019
BUY
N/A
33,470 New
33,470 $2.5 Million

Others Institutions Holding VNQ

# of Institutions
1,866
Shares Held
229M
Call Options Held
1.5M
Put Options Held
1.47M
View Full List

About VANGUARD SPECIALIZED FUNDS VAN

VNQ Quotes by TradingView
  • Ticker VNQ
  • Sector ETFs
  • Industry ETFs
More about VNQ
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