Goal Vest Advisory LLC Vanguard Mid Cap ETF Transaction History

Goal Vest Advisory LLC

$488 Million
Q4 2025

A detailed history of Goal Vest Advisory LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Goal Vest Advisory LLC holds 17 shares of VO stock, worth $4,877. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$4,877

% of portfolio

0.0%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 05, 2026	BUY	$286.27 - $296.23 $4,866 - $5,035	17 New	17 $4,000
Q4 2024 Jan 17, 2025	BUY	$261.5 - $284.63 $1,830 - $1,992	7 New	7 $1,000
Q1 2024 Apr 15, 2024	BUY	$225.86 - $249.86 $225 - $249	1 Added 0.56%	181 $45,000
Q4 2023 Jan 02, 2024	SELL	$195.66 - $233.95 $391 - $467	-2 Reduced 1.1%	180 $41,000
Q3 2023 Oct 10, 2023	BUY	$206.6 - $228.23 $28,097 - $31,039	136 Added 295.65%	182 $37,000

Q2 2023 Jul 17, 2023	BUY	$203.43 - $220.16 $9,357 - $10,127	46 New	46 $10,000

Others Institutions Holding VO

# of Institutions

2,518

Shares Held

221M

Call Options Held

55K

Put Options Held

34.5K

Wells Fargo & Company San Francisco, CA

26.2M
Shares

$7.52 Billion
1.52% of portfolio
Jones Financial Companies Lllp

23M
Shares

$6.6 Billion
4.64% of portfolio
Bank Of America Corp Charlotte, NC

17.5M
Shares

$5.01 Billion
0.36% of portfolio
Creative Planning Overland Park, KS

8.33M
Shares

$2.39 Billion
1.9% of portfolio
Morgan Stanley New York, NY

8.23M
Shares

$2.36 Billion
0.15% of portfolio

View Full List

About VANGUARD MID-CAP ETF

Ticker VO
Sector ETFs
Industry ETFs

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