Goal Vest Advisory LLC Vanguard Ftse Developed Market Transaction History

Goal Vest Advisory LLC

$331 Million
Q3 2024

A detailed history of Goal Vest Advisory LLC transactions in Vanguard Ftse Developed Market stock. As of the latest transaction made, Goal Vest Advisory LLC holds 2,926 shares of VEA stock, worth $145,275. This represents 0.05% of its overall portfolio holdings.

Number of Shares

2,926

Previous 3,761 22.2%

Holding current value

$145,275

Previous $185,000 16.76%

% of portfolio

0.05%

Previous 0.06%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 06, 2024	SELL	$47.6 - $53.31 $39,746 - $44,513	-835 Reduced 22.2%	2,926 $154,000
Q2 2024 Jul 30, 2024	SELL	$47.83 - $51.21 $4,926 - $5,274	-103 Reduced 2.67%	3,761 $185,000
Q1 2024 Apr 15, 2024	SELL	$46.21 - $50.27 $7,809 - $8,495	-169 Reduced 4.19%	3,864 $193,000
Q4 2023 Jan 02, 2024	SELL	$41.58 - $47.99 $79,584 - $91,852	-1,914 Reduced 32.18%	4,033 $193,000
Q3 2023 Oct 10, 2023	BUY	$43.5 - $47.63 $1,218 - $1,333	28 Added 0.47%	5,947 $260,000
Q2 2023 Jul 17, 2023	BUY	$44.63 - $47.33 $49,539 - $52,536	1,110 Added 23.08%	5,919 $273,000
Q1 2023 Apr 03, 2023	BUY	$42.2 - $46.17 $47,010 - $51,433	1,114 Added 30.15%	4,809 $217,000
Q4 2022 Jan 06, 2023	SELL	$36.19 - $43.78 $361 - $437	-10 Reduced 0.27%	3,695 $0
Q3 2022 Oct 11, 2022	SELL	$36.19 - $43.74 $46,648 - $56,380	-1,289 Reduced 25.81%	3,705 $135,000
Q2 2022 Jul 06, 2022	SELL	$40.38 - $48.66 $4,684 - $5,644	-116 Reduced 2.27%	4,994 $200,000
Q1 2022 May 03, 2022	BUY	$44.13 - $51.72 $172,504 - $202,173	3,909 Added 325.48%	5,110 $245,000
Q2 2021 Sep 01, 2021	BUY	$49.75 - $53.3 $59,749 - $64,013	1,201 New	1,201 $62,000

Others Institutions Holding VEA

# of Institutions

2,383

Shares Held

2.11B

Call Options Held

217K

Put Options Held

607K

View Full List

About VANGUARD FTSE DEVELOPED MARKET

Ticker VEA
Sector ETFs
Industry ETFs

More about VEA

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Goal Vest Advisory LLC, based on Form 13F filings with the SEC.

News

Stay updated on Goal Vest Advisory LLC with notifications on news.

Account

Goal Vest Advisory LLC Vanguard Ftse Developed Market Transaction History