Goal Vest Advisory LLC Ishares National Muni Bond ETF Transaction History

Goal Vest Advisory LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 17, 2023	BUY	$105.16 - $108.58 $85,810 - $88,601	816 New	816 $87,000
Q3 2022 Oct 11, 2022	BUY	$102.55 - $108.59 $9,844 - $10,424	96 New	96 $10,000
Q2 2022 Jul 06, 2022	SELL	$104.73 - $109.51 $102,425 - $107,100	-978 Closed	0 $0
Q1 2022 May 03, 2022	SELL	$109.33 - $116.18 $584,806 - $621,446	-5,349 Reduced 84.54%	978 $107,000
Q2 2021 Sep 01, 2021	SELL	$115.91 - $117.6 $10,779 - $10,936	-93 Reduced 1.45%	6,327 $742,000
Q1 2021 May 13, 2021	SELL	$115.3 - $117.87 $1.9 Million - $1.94 Million	-16,457 Reduced 71.94%	6,420 $745,000
Q4 2020 Jan 28, 2021	BUY	$115.08 - $117.2 $2.63 Million - $2.68 Million	22,877 New	22,877 $2.68 Million

1,508

304M

506K

427K

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