Elwood & Goetz Wealth Advisory Group, LLC Buys WisdomTree International SmallCap Dividend Fund, iShares Core S&P 500 ETF, Global Payments Inc, Sells Total System Services Inc

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Oct 11, 2019
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Investment company Elwood & Goetz Wealth Advisory Group, LLC (Current Portfolio) buys WisdomTree International SmallCap Dividend Fund, iShares Core S&P 500 ETF, Global Payments Inc, iShares iBoxx $ High Yield Corporate Bond ETF, sells Total System Services Inc during the 3-months ended 2019Q3, according to the most recent filings of the investment company, Elwood & Goetz Wealth Advisory Group, LLC. As of 2019Q3, Elwood & Goetz Wealth Advisory Group, LLC owns 30 stocks with a total value of $126 million. These are the details of the buys and sells.

For the details of Elwood & Goetz Wealth Advisory Group, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/elwood+%26+goetz+wealth+advisory+group%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Elwood & Goetz Wealth Advisory Group, LLC
  1. Vanguard Short-Term Inflation-Protected Securities (VTIP) - 396,836 shares, 15.40% of the total portfolio. Shares added by 12.05%
  2. Vanguard Total International Stock (VXUS) - 319,756 shares, 13.07% of the total portfolio. Shares added by 4.70%
  3. iShares Core U.S. Aggregate Bond ETF (AGG) - 145,152 shares, 13.00% of the total portfolio. Shares added by 13.74%
  4. PIMCO Total Return Active Exchange-Traded Fund (BOND) - 144,969 shares, 12.49% of the total portfolio. Shares added by 9.01%
  5. iShares Core S&P Small-Cap ETF (IJR) - 160,498 shares, 9.89% of the total portfolio. Shares added by 8.98%
New Purchase: Global Payments Inc (GPN)

Elwood & Goetz Wealth Advisory Group, LLC initiated holding in Global Payments Inc. The purchase prices were between $153.58 and $174.84, with an estimated average price of $163.24. The stock is now traded at around $163.95. The impact to a portfolio due to this purchase was 0.26%. The holding were 2,067 shares as of .

New Purchase: iShares iBoxx $ High Yield Corporate Bond ETF (HYG)

Elwood & Goetz Wealth Advisory Group, LLC initiated holding in iShares iBoxx $ High Yield Corporate Bond ETF. The purchase prices were between $84.78 and $87.17, with an estimated average price of $86.12. The stock is now traded at around $86.69. The impact to a portfolio due to this purchase was 0.22%. The holding were 3,222 shares as of .

Added: WisdomTree International SmallCap Dividend Fund (DLS)

Elwood & Goetz Wealth Advisory Group, LLC added to a holding in WisdomTree International SmallCap Dividend Fund by 68.60%. The purchase prices were between $59.17 and $65.68, with an estimated average price of $62.84. The stock is now traded at around $64.64. The impact to a portfolio due to this purchase was 0.76%. The holding were 37,128 shares as of .

Added: iShares Core S&P 500 ETF (IVV)

Elwood & Goetz Wealth Advisory Group, LLC added to a holding in iShares Core S&P 500 ETF by 91.14%. The purchase prices were between $284.16 and $302.28, with an estimated average price of $295.89. The stock is now traded at around $299.25. The impact to a portfolio due to this purchase was 0.36%. The holding were 3,171 shares as of .

Sold Out: Total System Services Inc (TSS)

Elwood & Goetz Wealth Advisory Group, LLC sold out a holding in Total System Services Inc. The sale prices were between $124.07 and $141.41, with an estimated average price of $132.06.



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