Goal Vest Advisory LLC Vanguard Large Cap ETF Transaction History

Goal Vest Advisory LLC

$352 Million
Q4 2024

A detailed history of Goal Vest Advisory LLC transactions in Vanguard Large Cap ETF stock. As of the latest transaction made, Goal Vest Advisory LLC holds 685 shares of VV stock, worth $178,771. This represents 0.05% of its overall portfolio holdings.

Number of Shares

685

Previous 725 5.52%

Holding current value

$178,771

Previous $190,000 3.16%

% of portfolio

0.05%

Previous 0.06%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	SELL	$260.27 - $280.65 $10,410 - $11,226	-40 Reduced 5.52%	685 $184,000
Q3 2024 Nov 06, 2024	SELL	$236.92 - $263.4 $14,689 - $16,330	-62 Reduced 7.88%	725 $190,000
Q2 2024 Jul 30, 2024	SELL	$227.27 - $251.65 $9,545 - $10,569	-42 Reduced 5.07%	787 $196,000
Q3 2023 Oct 10, 2023	BUY	$195.09 - $209.59 $16,972 - $18,234	87 Added 11.73%	829 $162,000
Q2 2023 Jul 17, 2023	SELL	$184.38 - $202.72 $64,533 - $70,952	-350 Reduced 32.05%	742 $150,000
Q1 2023 Apr 03, 2023	SELL	$172.79 - $190.36 $4,319 - $4,759	-25 Reduced 2.24%	1,092 $203,000
Q4 2022 Jan 06, 2023	BUY	$162.98 - $185.93 $32,595 - $37,186	200 Added 21.81%	1,117 $0
Q3 2022 Oct 11, 2022	SELL	$163.56 - $196.95 $162,251 - $195,374	-992 Reduced 51.96%	917 $150,000
Q2 2022 Jul 06, 2022	BUY	$167.29 - $210.78 $172,475 - $217,314	1,031 Added 117.43%	1,909 $334,000
Q1 2022 May 03, 2022	SELL	$191.25 - $221.63 $82,237 - $95,300	-430 Reduced 32.87%	878 $183,000
Q2 2021 Sep 01, 2021	BUY	$187.36 - $200.75 $245,066 - $262,581	1,308 New	1,308 $263,000

Others Institutions Holding VV

# of Institutions

1,273

Shares Held

104M

Call Options Held

40K

Put Options Held

41.2K

View Full List

About VANGUARD LARGE-CAP ETF

Ticker VV
Sector ETFs
Industry ETFs

More about VV

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Goal Vest Advisory LLC Vanguard Large Cap ETF Transaction History