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

Goal Vest Advisory LLC

$488 Million
Q4 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 1,898 shares of NUDV stock, worth $55,516. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,898

Previous 9,741 80.52%

Holding current value

$55,516

Previous $283,000 80.57%

% of portfolio

0.01%

Previous 0.06%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 05, 2026	SELL	$28.46 - $29.62 $223,211 - $232,309	-7,843 Reduced 80.52%	1,898 $55,000
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

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About NUSHARES ETF TR ESG DIVID ETF

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