Elwood & Goetz Wealth Advisory Group’s Vanguard Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.89M | Buy |
28,180
+120
| +0.4% | +$33.6K | 1.7% | 12 |
|
|
2025
Q1 | $7.26M | Buy |
28,060
+516
| +2% | +$133K | 1.77% | 12 |
|
|
2024
Q4 | $7.28M | Buy |
27,544
+132
| +0.5% | +$34.9K | 1.77% | 11 |
|
|
2024
Q3 | $7.23M | Buy |
27,412
+544
| +2% | +$144K | 1.79% | 10 |
|
|
2024
Q2 | $6.5M | Sell |
26,868
-669
| -2% | -$162K | 1.85% | 10 |
|
|
2024
Q1 | $6.88M | Buy |
27,537
+358
| +1% | +$89.5K | 1.67% | 14 |
|
|
2023
Q4 | $6.32M | Sell |
27,179
-266
| -1% | -$61.9K | 1.34% | 17 |
|
|
2023
Q3 | $5.72M | Buy |
27,445
+4,083
| +17% | +$850K | 1.33% | 17 |
|
|
2023
Q2 | $5.14M | Sell |
23,362
-166
| -0.7% | -$36.5K | 1.17% | 16 |
|
|
2023
Q1 | $4.96M | Sell |
23,528
-1,730
| -7% | -$365K | 1.18% | 17 |
|
|
2022
Q4 | $5.15M | Sell |
25,258
-2,417
| -9% | -$493K | 1.57% | 16 |
|
|
2022
Q3 | $5.2M | Buy |
27,675
+3,017
| +12% | +$567K | 1.76% | 16 |
|
|
2022
Q2 | $4.86M | Buy |
24,658
+12,891
| +110% | +$2.54M | 1.62% | 19 |
|
|
2022
Q1 | $2.8M | Buy |
11,767
+826
| +8% | +$196K | 0.87% | 17 |
|
|
2021
Q4 | $2.79M | Sell |
10,941
-86
| -0.8% | -$21.9K | 0.87% | 16 |
|
|
2021
Q3 | $2.61M | Sell |
11,027
-388
| -3% | -$91.9K | 0.9% | 16 |
|
|
2021
Q2 | $2.71M | Sell |
11,415
-769
| -6% | -$182K | 1.02% | 14 |
|
|
2021
Q1 | $2.7M | Sell |
12,184
-221
| -2% | -$48.9K | 1.12% | 14 |
|
|
2020
Q4 | $2.57M | Sell |
12,405
-407
| -3% | -$84.2K | 1.17% | 14 |
|
|
2020
Q3 | $2.26M | Buy |
12,812
+135
| +1% | +$23.8K | 1.22% | 13 |
|
|
2020
Q2 | $2.08M | Buy |
12,677
+1,969
| +18% | +$323K | 1.27% | 13 |
|
|
2020
Q1 | $1.41M | Buy |
10,708
+2,967
| +38% | +$391K | 1.05% | 13 |
|
|
2019
Q4 | $1.38M | Sell |
7,741
-195
| -2% | -$34.7K | 0.99% | 14 |
|
|
2019
Q3 | $1.33M | Sell |
7,936
-73
| -0.9% | -$12.2K | 1.05% | 14 |
|
|
2019
Q2 | $1.34M | Sell |
8,009
-468
| -6% | -$78.2K | 1.15% | 14 |
|
|
2019
Q1 | $1.36M | Sell |
8,477
-285
| -3% | -$45.8K | 1.25% | 14 |
|
|
2018
Q4 | $1.21M | Buy |
+8,762
| New | +$1.21M | 1.28% | 13 |
|