Goal Vest Advisory LLC Select Sector Spdr Fund Health Transaction History

Goal Vest Advisory LLC

  • $352 Million
  • Q4 2024

A detailed history of Goal Vest Advisory LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Goal Vest Advisory LLC holds 27 shares of XLV stock, worth $3,913. This represents 0.0% of its overall portfolio holdings.

Number of Shares
27
Holding current value
$3,913
% of portfolio
0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 17, 2025
BUY
$136.28 - $154.74 $3,679 - $4,177
27 New
27 $3,000
Q4 2022

Jan 06, 2023
BUY
$121.85 - $140.1 $91,021 - $104,654
747 Added 4.28%
18,181 $0
Q3 2022

Oct 11, 2022
SELL
$121.11 - $134.29 $49,776 - $55,193
-411 Reduced 2.3%
17,434 $2.11 Million
Q2 2022

Jul 06, 2022
BUY
$119.89 - $142.83 $196,259 - $233,812
1,637 Added 10.1%
17,845 $2.3 Million
Q1 2022

May 03, 2022
BUY
$126.55 - $139.44 $2.05 Million - $2.26 Million
16,208 New
16,208 $2.22 Million
Q2 2021

Sep 01, 2021
BUY
$116.39 - $126.03 $0 - $0
0 New
0 $0

Others Institutions Holding XLV

# of Institutions
1,987
Shares Held
201M
Call Options Held
13.1M
Put Options Held
19.4M
View Full List

About SELECT SECTOR SPDR FUND-HEALTH

XLV Quotes by TradingView
  • Ticker XLV
  • Sector ETFs
  • Industry ETFs
More about XLV
Track This Portfolio

Track Goal Vest Advisory LLC Portfolio

Follow Goal Vest Advisory LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email