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

Goal Vest Advisory LLC

$453 Million
Q3 2025

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 261,688 shares of VOO stock, worth $162 Million. This represents 35.41% of its overall portfolio holdings.

Number of Shares

261,688

Previous 239,109 9.44%

Holding current value

$162 Million

Previous $136 Million 17.99%

% of portfolio

35.41%

Previous 34.59%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 22, 2025	BUY	$567.77 - $614.76 $12.8 Million - $13.9 Million	22,579 Added 9.44%	261,688 $160 Million
Q2 2025 Aug 01, 2025	BUY	$456.74 - $568.03 $92,718 - $115,310	203 Added 0.08%	239,109 $136 Million
Q1 2025 Apr 07, 2025	BUY	$507.05 - $563.67 $1.56 Million - $1.73 Million	3,067 Added 1.3%	238,906 $122 Million
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

3,875

Shares Held

545M

Call Options Held

2.75M

Put Options Held

3.12M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

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