ELWOOD & GOETZ WEALTH ADVISORY GROUP, LLC – Vanguard Utilities Index Fund Transaction History
ELWOOD & GOETZ WEALTH ADVISORY GROUP, LLC portfolio value:
$216,000
portfolio value
ELWOOD & GOETZ WEALTH ADVISORY GROUP, LLC quarter portfolio value change:
-6.62%
quarter
Vanguard Utilities Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -6.42% | -104 shares | -31K | $142.26 | 1.51K |
| Q2 2022 | share | Decrease | -15.13% | -289 shares | -62K | $152.35 | 1.62K |
| Q1 2022 | share | 0.00% | 0 shares | 10K | $161.81 | 1.91K | |
| Q4 2021 | share | 0.00% | 0 shares | 33K | $155.79 | 1.91K | |
| Q3 2021 | share | 0.00% | 0 shares | 1K | $139.14 | 1.91K | |
| Q2 2021 | share | Increase | +10.53% | 182 shares | 22K | $137.6 | 1.91K |
| Q1 2021 | share | 0.00% | 0 shares | 6K | $138.34 | 1.72K | |
| Q4 2020 | share | Increase | +1.71% | 29 shares | 18K | $134.18 | 1.72K |
| Q3 2020 | share | 0.00% | 0 shares | 9K | $125.02 | 1.69K | |
| Q2 2020 | share | Increase | 0.00% | 1.69K shares | 210K | $118.93 | 1.69K |