Elwood & Goetz Wealth Advisory Group’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $74.8M | Buy |
131,647
+208
| +0.2% | +$118K | 16.16% | 1 |
|
|
2025
Q1 | $67.5M | Sell |
131,439
-499
| -0.4% | -$256K | 16.5% | 1 |
|
|
2024
Q4 | $71.1M | Buy |
131,938
+4,620
| +4% | +$2.49M | 17.34% | 1 |
|
|
2024
Q3 | $67.2M | Buy |
127,318
+3,021
| +2% | +$1.59M | 16.63% | 1 |
|
|
2024
Q2 | $62.2M | Sell |
124,297
-2,740
| -2% | -$1.37M | 17.65% | 1 |
|
|
2024
Q1 | $61.1M | Buy |
127,037
+843
| +0.7% | +$405K | 14.82% | 1 |
|
|
2023
Q4 | $55.1M | Sell |
126,194
-4,071
| -3% | -$1.78M | 11.65% | 1 |
|
|
2023
Q3 | $51.2M | Sell |
130,265
-4,794
| -4% | -$1.88M | 11.86% | 1 |
|
|
2023
Q2 | $55M | Buy |
135,059
+1,452
| +1% | +$591K | 12.54% | 1 |
|
|
2023
Q1 | $50.2M | Buy |
133,607
+98,860
| +285% | +$37.2M | 11.99% | 1 |
|
|
2022
Q4 | $12.2M | Buy |
34,747
+3,784
| +12% | +$1.33M | 3.72% | 9 |
|
|
2022
Q3 | $10.2M | Buy |
30,963
+1,788
| +6% | +$587K | 3.43% | 9 |
|
|
2022
Q2 | $10.1M | Buy |
29,175
+12,224
| +72% | +$4.24M | 3.38% | 10 |
|
|
2022
Q1 | $7.04M | Buy |
16,951
+5,198
| +44% | +$2.16M | 2.18% | 14 |
|
|
2021
Q4 | $5.13M | Buy |
11,753
+1,224
| +12% | +$534K | 1.6% | 14 |
|
|
2021
Q3 | $4.15M | Buy |
10,529
+136
| +1% | +$53.6K | 1.43% | 14 |
|
|
2021
Q2 | $4.09M | Buy |
10,393
+384
| +4% | +$151K | 1.54% | 12 |
|
|
2021
Q1 | $3.65M | Buy |
10,009
+1,822
| +22% | +$664K | 1.51% | 12 |
|
|
2020
Q4 | $2.81M | Buy |
8,187
+903
| +12% | +$310K | 1.29% | 13 |
|
|
2020
Q3 | $2.24M | Buy |
+7,284
| New | +$2.24M | 1.21% | 14 |
|