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Elwood & Goetz Wealth Advisory Group, LLC: VGT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Elwood & Goetz Wealth Advisory Group, LLC on VGT, newest first. How the timeline and the estimate are built.

Elwood & Goetz Wealth Advisory Group, LLC held 446,871 VGT shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 446,871 shares
    Change vs previous 13F +392,295 shares

    7.9% of the 13F portfolio, value $53,410,076.

    13F-HR 0001752758-26-000006 filed by Elwood & Goetz Wealth Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 54,576 shares
    Change vs previous 13F +2,366 shares

    6.46% of the 13F portfolio, value $38,078,858.

    13F-HR 0001752758-26-000003 filed by Elwood & Goetz Wealth Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 52,210 shares
    Change vs previous 13F -1,166 shares

    6.92% of the 13F portfolio, value $39,355,105.

    13F-HR 0001752758-26-000001 filed by Elwood & Goetz Wealth Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 53,376 shares
    Change vs previous 13F -1,978 shares

    7.65% of the 13F portfolio, value $39,852,272.

    13F-HR 0001752758-25-000003 filed by Elwood & Goetz Wealth Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 55,354 shares
    Change vs previous 13F +1,301 shares

    7.94% of the 13F portfolio, value $36,715,101.

    13F-HR 0001085146-25-003958 filed by Elwood & Goetz Wealth Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 54,053 shares
    Change vs previous 13F -84 shares

    7.16% of the 13F portfolio, value $29,317,018.

    13F-HR 0001085146-25-002242 filed by Elwood & Goetz Wealth Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 54,137 shares
    Change vs previous 13F +693 shares

    8.21% of the 13F portfolio, value $33,662,547.

    13F-HR 0001085146-25-000728 filed by Elwood & Goetz Wealth Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 53,444 shares
    Change vs previous 13F not available

    7.76% of the 13F portfolio, value $31,345,754.

    13F-HR 0001085146-24-005099 filed by Elwood & Goetz Wealth Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).