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Merck & Co shares owned by Elwood & Goetz Wealth Advisory Group

Quarter-by-quarter ownership of Merck & Co (MRK) shares owned by Elwood & Goetz Wealth Advisory Group from 13F filings

Historical chart of Elwood & Goetz Wealth Advisory Group investment in Merck & Co

Tip: Access up to 7 years of quarterly data

All positions including Merck & Co held by Elwood & Goetz Wealth Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Merck & Co by Elwood & Goetz Wealth Advisory Group

Quarter filed Position value Share count Share price at filing
2024-06-30 $421k 3.4k 123.80
2024-03-31 $449k 3.4k 131.95
2023-12-31 $327k 3.0k 109.02
2023-09-30 $297k 2.9k 102.95

More positions owned by Elwood & Goetz Wealth Advisory Group

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Dimensional Etf Trust Us Real Estate E (DFAR)
Vanguard World Inf Tech Etf (VGT)
American Centy Etf Tr Avantis Us Small (AVSC)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Wisdomtree Tr Em Ex St-owned (XSOE)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Etfis Ser Tr I Virtus Newfleet (NFLT)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Wisdomtree Tr Intl Smcap Div (DLS)

View all positions for Elwood & Goetz Wealth Advisory Group

Top funds holding Merck & Co

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Geode Capital Management
Morgan Stanley
Bank of America Corporation
Northern Trust
Jpmorgan Chase & Co
T. Rowe Price Associates
Deutsche Bank Aktiengesellschaft
Charles Schwab Investment Management
Bank of New York Mellon
Royal Bank of Canada
Franklin Resources

View all funds holding Merck & Co