Goal Vest Advisory LLC Vanguard Mid Cap Growth Index Transaction History

Goal Vest Advisory LLC

$488 Million
Q4 2025

A detailed history of Goal Vest Advisory LLC transactions in Vanguard Mid Cap Growth Index stock. As of the latest transaction made, Goal Vest Advisory LLC holds 1,117 shares of VOT stock, worth $312,536. This represents 0.06% of its overall portfolio holdings.

Number of Shares

1,117

Previous 1,117 -0.0%

Holding current value

$312,536

Previous $328,000 4.88%

% of portfolio

0.06%

Previous 0.07%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 01, 2025	BUY	$216.28 - $284.39 $129,551 - $170,349	599 Added 115.64%	1,117 $317,000
Q1 2025 Apr 07, 2025	SELL	$237.72 - $276.98 $20,919 - $24,374	-88 Reduced 14.52%	518 $126,000
Q4 2024 Jan 17, 2025	SELL	$241.48 - $274.89 $965 - $1,099	-4 Reduced 0.66%	606 $153,000
Q1 2024 Apr 15, 2024	BUY	$212.21 - $235.79 $92,099 - $102,332	434 Added 246.59%	610 $143,000
Q4 2023 Jan 02, 2024	SELL	$180.9 - $221.2 $3,256 - $3,981	-18 Reduced 9.28%	176 $38,000

Q3 2023 Oct 10, 2023	BUY	$191.65 - $213.93 $3,449 - $3,850	18 Added 10.23%	194 $37,000
Q1 2022 May 03, 2022	BUY	$199.76 - $251.37 $35,157 - $44,241	176 New	176 $39,000

Others Institutions Holding VOT

# of Institutions

1,150

Shares Held

41.3M

Call Options Held

15K

Put Options Held

9.2K

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About VANGUARD MID-CAP GROWTH INDEX

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Goal Vest Advisory LLC Vanguard Mid Cap Growth Index Transaction History