Elwood & Goetz Wealth Advisory Group’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $83.3M | Buy |
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|
2025
Q2 | $74.8M | Buy |
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|
2025
Q1 | $67.5M | Sell |
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|
2024
Q4 | $71.1M | Buy |
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|
2024
Q3 | $67.2M | Buy |
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|
2024
Q2 | $62.2M | Sell |
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|
2024
Q1 | $61.1M | Buy |
|
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|
2023
Q4 | $55.1M | Sell |
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|
2023
Q3 | $51.2M | Sell |
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|
2023
Q2 | $55M | Buy |
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|
2023
Q1 | $50.2M | Buy |
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|
2022
Q4 | $12.2M | Buy |
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|
2022
Q3 | $10.2M | Buy |
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|
2022
Q2 | $10.1M | Buy |
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|
2022
Q1 | $7.04M | Buy |
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|
2021
Q4 | $5.13M | Buy |
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|
2021
Q3 | $4.15M | Buy |
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|
2021
Q2 | $4.09M | Buy |
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|
2021
Q1 | $3.65M | Buy |
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|
2020
Q4 | $2.81M | Buy |
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|
2020
Q3 | $2.24M | Buy |
|