Goal Vest Advisory LLC Vanguard Large Cap ETF Transaction History
Goal Vest Advisory LLC
- $453 Million
- Q3 2025
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 672 shares of VV stock, worth $208,608. This represents 0.05% of its overall portfolio holdings.
Number of Shares
672
Previous 652
3.07%
Holding current value
$208,608
Previous $186,000
10.75%
% of portfolio
0.05%
Previous 0.05%
Shares
13 transactions
Others Institutions Holding VV
# of Institutions
1,422Shares Held
107MCall Options Held
20.7KPut Options Held
7K-
Jones Financial Companies Lllp17.3MShares$5.38 Billion3.66% of portfolio
-
Creative Planning Overland Park, KS12.4MShares$3.85 Billion2.96% of portfolio
-
National Mutual Insurance Federation Of Agricultural Cooperatives6.54MShares$2.03 Billion15.32% of portfolio
-
Vanguard Group Inc Valley Forge, PA3.68MShares$1.14 Billion0.02% of portfolio
-
Morgan Stanley New York, NY2.83MShares$879 Million0.05% of portfolio