Goal Vest Advisory LLC Vanguard Index Fds S&P 500 ETF Transaction History

Goal Vest Advisory LLC

$352 Million
Q4 2024

A detailed history of Goal Vest Advisory LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Goal Vest Advisory LLC holds 235,839 shares of VOO stock, worth $129 Million. This represents 36.07% of its overall portfolio holdings.

Number of Shares

235,839

Previous 230,185 2.46%

Holding current value

$129 Million

Previous $121 Million 4.62%

% of portfolio

36.07%

Previous 36.71%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	BUY	$521.84 - $558.82 $2.95 Million - $3.16 Million	5,654 Added 2.46%	235,839 $127 Million
Q3 2024 Nov 06, 2024	SELL	$475.2 - $527.7 $3,326 - $3,693	-7 Reduced -0.0%	230,185 $121 Million
Q2 2024 Jul 30, 2024	BUY	$455.1 - $504.28 $9.8 Million - $10.9 Million	21,529 Added 10.32%	230,192 $115 Million
Q1 2024 Apr 15, 2024	BUY	$429.43 - $481.35 $6.29 Million - $7.05 Million	14,638 Added 7.54%	208,663 $100 Million
Q4 2023 Jan 02, 2024	BUY	$377.32 - $438.19 $4.32 Million - $5.01 Million	11,440 Added 6.27%	194,025 $84.8 Million
Q3 2023 Oct 10, 2023	BUY	$392.7 - $420.68 $3.65 Million - $3.9 Million	9,282 Added 5.36%	182,585 $71.7 Million
Q2 2023 Jul 17, 2023	BUY	$371.44 - $407.28 $15.3 Million - $16.7 Million	41,126 Added 31.11%	173,303 $70.6 Million
Q1 2023 Apr 03, 2023	BUY	$348.66 - $382.94 $8.5 Million - $9.33 Million	24,370 Added 22.61%	132,177 $49.7 Million
Q4 2022 Jan 06, 2023	BUY	$327.64 - $374.54 $1.88 Million - $2.15 Million	5,749 Added 5.63%	107,807 $0
Q3 2022 Oct 11, 2022	BUY	$328.3 - $395.04 $22.2 Million - $26.7 Million	67,590 Added 196.09%	102,058 $33.5 Million
Q2 2022 Jul 06, 2022	BUY	$337.07 - $419.85 $6.95 Million - $8.65 Million	20,610 Added 148.72%	34,468 $12.1 Million
Q1 2022 May 03, 2022	BUY	$382.7 - $439.25 $1.04 Million - $1.19 Million	2,712 Added 24.33%	13,858 $5.75 Million
Q2 2021 Sep 01, 2021	BUY	$368.16 - $394.32 $2 Million - $2.14 Million	5,429 Added 94.96%	11,146 $4.39 Million
Q1 2021 May 13, 2021	BUY	$339.03 - $365.24 $599,405 - $645,744	1,768 Added 44.77%	5,717 $2.08 Million
Q4 2020 Jan 28, 2021	BUY	$299.82 - $343.69 $1.18 Million - $1.36 Million	3,949 New	3,949 $1.36 Million

Others Institutions Holding VOO

# of Institutions

3,522

Shares Held

474M

Call Options Held

2.36M

Put Options Held

2.13M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
Sector ETFs
Industry ETFs

More about VOO

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 Index Fds S&P 500 ETF Transaction History