Skip to content
Disclosery

Elwood & Goetz Wealth Advisory Group, LLC: VNQ 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 VNQ, newest first. How the timeline and the estimate are built.

Elwood & Goetz Wealth Advisory Group, LLC held 43,304 VNQ 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 43,304 shares
    Change vs previous 13F -11,277 shares

    0.62% of the 13F portfolio, value $4,175,803.

    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 54,581 shares
    Change vs previous 13F -5,635 shares

    0.82% of the 13F portfolio, value $4,841,315.

    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 60,216 shares
    Change vs previous 13F +9,914 shares

    0.94% of the 13F portfolio, value $5,328,537.

    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 50,302 shares
    Change vs previous 13F +71 shares

    0.88% of the 13F portfolio, value $4,598,637.

    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 50,231 shares
    Change vs previous 13F -3,190 shares

    0.97% of the 13F portfolio, value $4,473,541.

    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 53,421 shares
    Change vs previous 13F +2,159 shares

    1.18% of the 13F portfolio, value $4,836,738.

    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 51,262 shares
    Change vs previous 13F +11,278 shares

    1.11% of the 13F portfolio, value $4,566,434.

    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 39,984 shares
    Change vs previous 13F not available

    0.96% of the 13F portfolio, value $3,895,220.

    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).