Goal Vest Advisory LLC Schwab Strategic U.S. Mid Cap Transaction History

Goal Vest Advisory LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 10, 2023	BUY	$66.75 - $73.98 $11,481 - $12,724	172 New	172 $11,000
Q1 2023 Apr 03, 2023	BUY	$64.24 - $73.9 $4,175 - $4,803	65 New	65 $4,000
Q3 2022 Oct 11, 2022	BUY	$60.5 - $72.51 $2,480 - $2,972	41 New	41 $2,000
Q2 2022 Jul 06, 2022	SELL	$60.91 - $76.4 $3,532 - $4,431	-58 Closed	0 $0
Q1 2022 May 03, 2022	BUY	$70.66 - $80.89 $4,098 - $4,691	58 New	58 $4,000
Q1 2021 May 13, 2021	SELL	$67.07 - $76.85 $335 - $384	-5 Closed	0 $0
Q4 2020 Jan 28, 2021	BUY	$55.93 - $68.45 $279 - $342	5 New	5 $0

950

108M

8.1K

3.6K

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