Goal Vest Advisory LLC Vanguard Small Cap Growth ETF Transaction History

Goal Vest Advisory LLC

$352 Million
Q1 2025

A detailed history of Goal Vest Advisory LLC transactions in Vanguard Small Cap Growth ETF stock. As of the latest transaction made, Goal Vest Advisory LLC holds 232 shares of VBK stock, worth $58,689. This represents 0.02% of its overall portfolio holdings.

Number of Shares

232

Previous 390 40.51%

Holding current value

$58,689

Previous $109,000 46.79%

% of portfolio

0.02%

Previous 0.03%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 07, 2025	SELL	$247.97 - $296.33 $39,179 - $46,820	-158 Reduced 40.51%	232 $58,000
Q4 2024 Jan 17, 2025	BUY	$264.18 - $304.19 $2,905 - $3,346	11 Added 2.9%	390 $109,000
Q1 2024 Apr 15, 2024	BUY	$231.0 - $260.72 $87,549 - $98,812	379 New	379 $98,000
Q3 2023 Oct 10, 2023	BUY	$210.59 - $239.48 $1,895 - $2,155	9 New	9 $1,000
Q1 2022 May 03, 2022	SELL	$224.28 - $282.83 $224 - $282	-1 Closed	0 $0
Q2 2021 Sep 01, 2021	BUY	$260.67 - $292.07 $260 - $292	1 New	1 $0
Q1 2021 May 13, 2021	SELL	$262.76 - $302.04 $2.85 Million - $3.27 Million	-10,831 Closed	0 $0
Q4 2020 Jan 28, 2021	BUY	$216.78 - $272.28 $2.35 Million - $2.95 Million	10,831 New	10,831 $2.9 Million

Others Institutions Holding VBK

# of Institutions

1,227

Shares Held

46M

Call Options Held

49.2K

Put Options Held

36.6K

View Full List

About VANGUARD SMALL-CAP GROWTH ETF

Ticker VBK
Sector ETFs
Industry ETFs

More about VBK

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 Vanguard Small Cap Growth ETF Transaction History