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 $3,909. This represents 0.0% of its overall portfolio holdings.

Number of Shares
27
Holding current value
$3,909
% 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
1,955
Shares Held
199M
Call Options Held
11.3M
Put Options Held
18.8M
View Full List

About SELECT SECTOR SPDR FUND-HEALTH

XLV Quotes by TradingView
  • Ticker XLV
  • Sector ETFs
  • Industry ETFs
More about XLV
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