Goal Vest Advisory LLC Schwab Strategic Tr Us Broad M Transaction History

Goal Vest Advisory LLC

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 Apr 03, 2023	BUY	$44.47 - $49.23 $3,913 - $4,332	88 Added 43.14%	292 $13,000
Q2 2022 Jul 06, 2022	SELL	$42.93 - $53.98 $8,929 - $11,227	-208 Reduced 50.49%	204 $9,000
Q1 2022 May 03, 2022	BUY	$49.15 - $56.85 $20,249 - $23,422	412 New	412 $22,000

1,182

167M

172K

20.7K

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