Elwood & Goetz Wealth Advisory Group, LLC Purchases in Q4 2024

Elwood & Goetz Wealth Advisory Group, LLC

  • $408 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
4.62K
+ 3.63%
$521.84 - $558.82 $2.41M - $2.58M
132K $71.1M
NFLT
Etfis Ser Tr I Virtus Newfleet

ETFs
170K
+ 66.9%
$22.43 - $23.09 $3.81M - $3.92M
424K $9.52M
VGT
Vanguard Information Technolog

ETFs
693
+ 1.3%
$571.78 - $647.97 $396K - $449K
54.1K $33.7M
AVSC
American Centy ETF Tr Avantis
24K
+ 4.45%
$52.7 - $59.57 $1.27M - $1.43M
564K $30.7M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
720K
+ 211.13%
$27.54 - $83.04 $19.8M - $59.8M
1.06M $29.4M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
256K
+ 144.71%
$18.41 - $40.87 $4.71M - $10.4M
432K $8M
VNQ
Vanguard Specialized Funds Van

ETFs
11.3K
+ 28.21%
$87.85 - $98.6 $991K - $1.11M
51.3K $4.57M
HYG
Ishares Tr

ETFs
7.56K
+ 34.31%
$78.09 - $80.04 $590K - $605K
29.6K $2.33M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
15.7K
+ 154.33%
$20.55 - $23.26 $323K - $365K
25.9K $545K
AMZN
Amazon Com Inc

Consumer Cyclical
3
+ 0.04%
$180.88 - $232.93 $543 - $699
7.24K $1.59M
CRWD
Crowd Strike Holdings, Inc.

Technology
678
New
$275.15 - $388.2 $187K - $263K
678 $231K
QQQ
Invesco Qqq Trust, Series 1

ETFs
436
New
$481.22 - $538.17 $210K - $235K
436 $222K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
4.44K
+ 29.32%
$75.65 - $83.47 $336K - $370K
19.6K $1.49M
SPY
Spdr S&P 500 ETF Trust

ETFs
244
+ 12.04%
$567.81 - $607.81 $139K - $148K
2.27K $1.33M
JPM
Jpmorgan Chase & CO

Financial Services
91
+ 2.56%
$205.18 - $250.29 $18.7K - $22.8K
3.65K $874K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
2.05K
+ 53.46%
$56.61 - $61.63 $116K - $126K
5.88K $333K
MCD
Mcdonalds Corp

Consumer Cyclical
346
+ 33.66%
$288.47 - $316.54 $99.8K - $110K
1.37K $398K
DFIS
Dimensional ETF Tr Dimensional

ETFs
5.55K
+ 19.17%
$24.25 - $26.7 $134K - $148K
34.5K $846K
V
Visa Inc.

Financial Services
15
+ 1.31%
$273.87 - $320.91 $4.11K - $4.81K
1.16K $365K
VUG
Vanguard Growth ETF

ETFs
4
+ 0.22%
$378.79 - $428.11 $1.52K - $1.71K
1.81K $742K
VB
Vanguard Small Cap ETF

ETFs
64
+ 0.67%
$233.76 - $261.58 $15K - $16.7K
9.68K $2.33M
VO
Vanguard Mid Cap ETF

ETFs
132
+ 0.48%
$261.5 - $284.63 $34.5K - $37.6K
27.5K $7.28M
NVDA
Nvidia Corp

Technology
30
+ 1.01%
$117.0 - $148.88 $3.51K - $4.47K
3K $403K
XLK
Technology Sector Spdr

ETFs
13
+ 0.38%
$220.26 - $241.44 $2.86K - $3.14K
3.45K $802K
HON
Honeywell International Inc

Industrials
19
+ 1.81%
$202.84 - $236.0 $3.85K - $4.48K
1.07K $241K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
34.9K
+ 198.94%
$22.01 - $66.82 $767K - $2.33M
52.4K $1.19M
XVV
Ishares Tr Esg Screened S&P 50

ETFs
303
+ 5.25%
$43.67 - $47.04 $13.2K - $14.3K
6.07K $275K
IBM
International Business Machines Corp

Technology
69
+ 5.09%
$204.9 - $238.04 $14.1K - $16.4K
1.43K $313K
XOM
Exxon Mobil Corp

Energy
271
+ 14.71%
$105.51 - $125.37 $28.6K - $34K
2.11K $227K
TXN
Texas Instruments Inc

Technology
31
+ 1.89%
N/A
1.67K $325K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
9.68K
+ 9.89%
$58.88 - $64.8 $570K - $627K
108K $6.34M
FAN
First Tr Exchange Traded Fd Ii
122
+ 1.09%
N/A
11.3K $0
GLD
Spdr Gold Trust

ETFs
1
+ 0.09%
$236.59 - $257.5 $237 - $258
1.12K $269K
PG
Procter & Gamble CO

Consumer Defensive
25
+ 0.79%
$161.05 - $179.7 $4.03K - $4.49K
3.19K $534K
SO
Southern CO

Utilities
352
+ 6.01%
$81.5 - $94.15 $28.7K - $33.1K
6.21K $511K
CMCSA
Comcast Corp

Communication Services
12
+ 0.21%
$37.39 - $45.14 $449 - $542
5.74K $215K
VZ
Verizon Communications Inc

Communication Services
107
+ 1.64%
$39.6 - $45.21 $4.24K - $4.84K
6.64K $265K
SCHA
Schwab Strategic Tr Us Small C

ETFs
76.9K
+ 97.35%
$25.33 - $51.16 $1.95M - $3.93M
156K $4.03M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2
+ 0.04%
$442.29 - $483.08 $885 - $966
5.43K $2.46M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
217
+ 1.22%
$26.63 - $30.23 $5.78K - $6.56K
18.1K $481K
MRK
Merck & Co., Inc.

Healthcare
8
+ 0.24%
$96.31 - $114.76 $770 - $918
3.41K $339K
LLY
Eli Lilly & CO

Healthcare
10
+ 1.87%
$727.2 - $932.06 $7.27K - $9.32K
544 $419K
KO
Coca Cola CO

Consumer Defensive
65
+ 0.96%
$61.74 - $71.71 $4.01K - $4.66K
6.82K $424K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.33K
+ 2.63%
$38.37 - $42.82 $51.1K - $57.1K
52K $1.99M
NEE
Nextera Energy Inc

Utilities
65
+ 0.76%
$69.77 - $85.43 $4.54K - $5.55K
8.6K $616K
PICK
Ishares Inc Msci Global Select

ETFs
22
+ 0.14%
$34.86 - $43.59 $767 - $959
15.3K $533K
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
24.5K
+ 4.67%
$30.48 - $34.2 $748K - $839K
550K $16.8M
VEA
Vanguard Ftse Developed Market

ETFs
63.8K
+ 5.44%
$47.57 - $52.44 $3.03M - $3.34M
1.24M $59.1M
DFAR
Dimensional ETF Tr Dimensional

ETFs
24.3K
+ 1.26%
$22.72 - $25.76 $553K - $627K
1.95M $45.4M
Activity Summary
Buys All Purchases 50 New Holdings 2 Increased Positions 48 Sells All Sells 21 Reductions 21 Sold out 0 Options Calls 0 Puts 0
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