Goal Vest Advisory LLC Nushares ETF Tr Esg Divid ETF Transaction History

Goal Vest Advisory LLC

$453 Million
Q3 2025

A detailed history of Goal Vest Advisory LLC transactions in Nushares ETF Tr Esg Divid ETF stock. As of the latest transaction made, Goal Vest Advisory LLC holds 9,741 shares of NUDV stock, worth $284,924. This represents 0.06% of its overall portfolio holdings.

Number of Shares

9,741

Previous 9,308 4.65%

Holding current value

$284,924

Previous $263,000 7.6%

% of portfolio

0.06%

Previous 0.07%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 22, 2025	BUY	$27.91 - $29.22 $12,085 - $12,652	433 Added 4.65%	9,741 $283,000
Q2 2025 Aug 01, 2025	BUY	$24.71 - $28.36 $67,606 - $77,592	2,736 Added 41.63%	9,308 $263,000
Q4 2024 Jan 17, 2025	SELL	$27.22 - $30.92 $16,413 - $18,644	-603 Reduced 8.4%	6,572 $181,000
Q2 2024 Jul 30, 2024	SELL	$0.0 - $27.47 $0 - $38,622	-1,406 Reduced 16.39%	7,175 $192,000
Q3 2023 Oct 10, 2023	BUY	$23.13 - $25.07 $119,466 - $129,486	5,165 Added 151.2%	8,581 $198,000

Q2 2023 Jul 17, 2023	BUY	$22.6 - $24.24 $77,201 - $82,803	3,416 New	3,416 $82,000

Others Institutions Holding NUDV

# of Institutions

Shares Held

640K

Call Options Held

Put Options Held

View Full List

About NUSHARES ETF TR ESG DIVID ETF

Ticker NUDV
Sector ETFs
Industry ETFs

More about NUDV

Track This Portfolio

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.

Account

Goal Vest Advisory LLC Nushares ETF Tr Esg Divid ETF Transaction History