Goal Vest Advisory LLC Ishares S&P Smallcap 600 Value Transaction History

Goal Vest Advisory LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 06, 2022	SELL	$86.2 - $103.37 $695,375 - $833,885	-8,067 Closed	0 $0
Q1 2022 May 03, 2022	SELL	$97.08 - $107.22 $3.7 Million - $4.09 Million	-38,131 Reduced 82.54%	8,067 $826,000
Q2 2021 Sep 01, 2021	BUY	$99.12 - $110.44 $492,130 - $548,334	4,965 Added 12.04%	46,198 $4.87 Million
Q1 2021 May 13, 2021	BUY	$80.37 - $107.94 $3.31 Million - $4.45 Million	41,233 New	41,233 $4.15 Million

902

41.3M

17.8K

8.7K

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