ELWOOD & GOETZ WEALTH ADVISORY GROUP, LLC – Vanguard 500 Index Fund Transaction History
ELWOOD & GOETZ WEALTH ADVISORY GROUP, LLC portfolio value:
$10.16M
portfolio value
ELWOOD & GOETZ WEALTH ADVISORY GROUP, LLC quarter portfolio value change:
-5.36%
quarter
Vanguard 500 Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +6.13% | 1.78K shares | 45K | $328.3 | 30.96K |
| Q2 2022 | share | Increase | +72.11% | 12.22K shares | 3.08M | $346.88 | 29.17K |
| Q1 2022 | share | Increase | +44.23% | 5.19K shares | 1.90M | $415.17 | 16.95K |
| Q4 2021 | share | Increase | +11.63% | 1.22K shares | 978K | $437.77 | 11.75K |
| Q3 2021 | share | Increase | +1.31% | 136 shares | 63K | $394.4 | 10.52K |
| Q2 2021 | share | Increase | +3.84% | 384 shares | 444K | $392.24 | 10.39K |
| Q1 2021 | share | Increase | +22.25% | 1.82K shares | 832K | $361.88 | 10.00K |
| Q4 2020 | share | Increase | +12.40% | 903 shares | 573K | $340.23 | 8.18K |
| Q3 2020 | share | Increase | 0.00% | 7.28K shares | 2.24M | $303.31 | 7.28K |