A detailed history of Goal Vest Advisory LLC transactions in Vanguard Mega Cap Value stock. As of the latest transaction made, Goal Vest Advisory LLC holds 132 shares of MGV stock, worth $17,277. This represents 0.0% of its overall portfolio holdings.

Number of Shares
132
Holding current value
$17,277
% of portfolio
0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 17, 2025

BUY
$124.06 - $133.48 $16,375 - $17,619
132 New
132 $16,000
Q3 2023

Oct 10, 2023

BUY
$101.4 - $107.46 $11,356 - $12,035
112 New
112 $11,000
Q1 2021

May 13, 2021

SELL
$85.78 - $95.86 $56,443 - $63,075
-658 Closed
0 $0
Q4 2020

Jan 28, 2021

BUY
$74.22 - $86.87 $48,836 - $57,160
658 New
658 $57,000

Others Institutions Holding MGV

About VANGUARD MEGA CAP VALUE


  • Ticker MGV
  • Sector ETFs
  • Industry ETFs
More about MGV
Track This Portfolio

Track Goal Vest Advisory LLC Portfolio

Follow Goal Vest Advisory LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Goal Vest Advisory LLC, based on Form 13F filings with the SEC.

News

Stay updated on Goal Vest Advisory LLC with notifications on news.