Goal Vest Advisory LLC Vanguard Financial ETF Transaction History

Goal Vest Advisory LLC

  • $393 Million
  • Q2 2025

A detailed history of Goal Vest Advisory LLC transactions in Vanguard Financial ETF stock. As of the latest transaction made, Goal Vest Advisory LLC holds 12,119 shares of VFH stock, worth $1.53 Million. This represents 0.39% of its overall portfolio holdings.

Number of Shares
12,119
Previous 12,055 0.53%
Holding current value
$1.53 Million
Previous $1.42 Million 8.44%
% of portfolio
0.39%
Previous 0.4%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 01, 2025
BUY
$104.87 - $127.3 $6,711 - $8,147
64 Added 0.53%
12,119 $1.54 Million
Q1 2025

Apr 07, 2025
SELL
$114.07 - $127.34 $11,521 - $12,861
-101 Reduced 0.83%
12,055 $1.42 Million
Q4 2024

Jan 17, 2025
BUY
$108.87 - $126.2 $1.32 Million - $1.53 Million
12,156 New
12,156 $1.44 Million

Others Institutions Holding VFH

# of Institutions
792
Shares Held
54.5M
Call Options Held
87.9K
Put Options Held
10.2K
View Full List

About VANGUARD FINANCIAL ETF

VFH Quotes by TradingView
  • Ticker VFH
  • Sector ETFs
  • Industry ETFs
More about VFH
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