EGWAG
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Elwood & Goetz Wealth Advisory Group’s Visa V Stock Holding History

Elwood & Goetz Wealth Advisory Group’s Portfolio V Stock Details V Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$545K Buy
1,535
+169
+12% +$60K 0.12% 53
2025
Q1 		$479K Buy
1,366
+209
+18% +$73.2K 0.12% 53
2024
Q4 		$366K Buy
1,157
+15
+1% +$4.74K 0.09% 67
2024
Q3 		$314K Buy
+1,142
New +$314K 0.08% 70