Goal Vest Advisory LLC Vanguard Financial ETF Transaction History

Goal Vest Advisory LLC

  • $453 Million
  • Q3 2025

A detailed history of Goal Vest Advisory LLC transactions in Vanguard Financial ETF stock. As of the latest transaction made, Goal Vest Advisory LLC holds 12,810 shares of VFH stock, worth $1.64 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares
12,810
Previous 12,119 5.7%
Holding current value
$1.64 Million
Previous $1.54 Million 9.01%
% of portfolio
0.37%
Previous 0.39%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 22, 2025
BUY
$125.23 - $132.78 $86,533 - $91,750
691 Added 5.7%
12,810 $1.68 Million
Q2 2025

Aug 01, 2025
BUY
$104.87 - $127.3 $6,711 - $8,147
64 Added 0.53%
12,119 $1.54 Million
Q1 2025

Apr 07, 2025
SELL
$114.07 - $127.34 $11,521 - $12,861
-101 Reduced 0.83%
12,055 $1.42 Million
Q4 2024

Jan 17, 2025
BUY
$108.87 - $126.2 $1.32 Million - $1.53 Million
12,156 New
12,156 $1.44 Million

Others Institutions Holding VFH

# of Institutions
805
Shares Held
54.8M
Call Options Held
61.9K
Put Options Held
6.9K
View Full List

About VANGUARD FINANCIAL ETF

VFH Quotes by TradingView
  • Ticker VFH
  • Sector ETFs
  • Industry ETFs
More about VFH
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.

Choose your preferred platform and Sign Up 👇 Telegram Email