Elwood & Goetz Wealth Advisory Group, LLC Vanguard Index Fds S&P 500 ETF 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 Index Fds S&P 500 ETF stock. As of the latest transaction made, Elwood & Goetz Wealth Advisory Group, LLC holds 131,938 shares of VOO stock, worth $73.4 Million. This represents 17.41% of its overall portfolio holdings.

Number of Shares

131,938

Previous 127,318 3.63%

Holding current value

$73.4 Million

Previous $67.2 Million 5.82%

% of portfolio

17.41%

Previous 16.71%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 03, 2025	BUY	$521.84 - $558.82 $2.41 Million - $2.58 Million	4,620 Added 3.63%	131,938 $71.1 Million
Q3 2024 Oct 23, 2024	BUY	$475.2 - $527.7 $1.44 Million - $1.59 Million	3,021 Added 2.43%	127,318 $67.2 Million
Q2 2024 Jul 30, 2024	SELL	$455.1 - $504.28 $1.25 Million - $1.38 Million	-2,740 Reduced 2.16%	124,297 $62.2 Million
Q1 2024 Apr 22, 2024	BUY	$429.43 - $481.35 $362,009 - $405,778	843 Added 0.67%	127,037 $61.1 Million
Q4 2023 Jan 18, 2024	SELL	$377.32 - $438.19 $1.54 Million - $1.78 Million	-4,071 Reduced 3.13%	126,194 $55.1 Million
Q3 2023 Oct 19, 2023	SELL	$392.7 - $420.68 $1.88 Million - $2.02 Million	-4,794 Reduced 3.55%	130,265 $51.2 Million
Q2 2023 Jul 28, 2023	BUY	$371.44 - $407.28 $539,330 - $591,370	1,452 Added 1.09%	135,059 $55 Million
Q1 2023 Apr 19, 2023	BUY	$348.66 - $382.94 $34.5 Million - $37.9 Million	98,860 Added 284.51%	133,607 $50.2 Million
Q4 2022 Jan 27, 2023	BUY	$327.64 - $374.54 $1.24 Million - $1.42 Million	3,784 Added 12.22%	34,747 $12.2 Million
Q3 2022 Oct 28, 2022	BUY	$328.3 - $395.04 $587,000 - $706,331	1,788 Added 6.13%	30,963 $10.2 Million
Q2 2022 Aug 11, 2022	BUY	$337.07 - $419.85 $4.12 Million - $5.13 Million	12,224 Added 72.11%	29,175 $10.1 Million
Q1 2022 Apr 15, 2022	BUY	$382.7 - $439.25 $1.99 Million - $2.28 Million	5,198 Added 44.23%	16,951 $7.04 Million
Q4 2021 Jan 14, 2022	BUY	$394.21 - $439.01 $482,513 - $537,348	1,224 Added 11.63%	11,753 $5.13 Million
Q3 2021 Oct 18, 2021	BUY	$390.68 - $416.73 $53,132 - $56,675	136 Added 1.31%	10,529 $4.15 Million
Q2 2021 Jul 15, 2021	BUY	$368.16 - $394.32 $141,373 - $151,418	384 Added 3.84%	10,393 $4.09 Million
Q1 2021 Apr 15, 2021	BUY	$339.03 - $365.24 $617,712 - $665,467	1,822 Added 22.25%	10,009 $3.65 Million
Q4 2020 Jan 22, 2021	BUY	$299.82 - $343.69 $270,737 - $310,352	903 Added 12.4%	8,187 $2.81 Million
Q3 2020 Oct 13, 2020	BUY	$285.37 - $328.74 $2.08 Million - $2.39 Million	7,284 New	7,284 $2.24 Million

Others Institutions Holding VOO

# of Institutions

3,364

Shares Held

440M

Call Options Held

2.07M

Put Options Held

2.55M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
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Elwood & Goetz Wealth Advisory Group, LLC Vanguard Index Fds S&P 500 ETF Transaction History