Goal Vest Advisory LLC Vanguard Mid Cap ETF Transaction History

Goal Vest Advisory LLC

$352 Million
Q4 2024

A detailed history of Goal Vest Advisory LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Goal Vest Advisory LLC holds 7 shares of VO stock, worth $1,926. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$1,926

% of portfolio

0.0%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	BUY	$261.5 - $284.63 $1,830 - $1,992	7 New	7 $1,000
Q1 2024 Apr 15, 2024	BUY	$225.86 - $249.86 $225 - $249	1 Added 0.56%	181 $45,000
Q4 2023 Jan 02, 2024	SELL	$195.66 - $233.95 $391 - $467	-2 Reduced 1.1%	180 $41,000
Q3 2023 Oct 10, 2023	BUY	$206.6 - $228.23 $28,097 - $31,039	136 Added 295.65%	182 $37,000
Q2 2023 Jul 17, 2023	BUY	$203.43 - $220.16 $9,357 - $10,127	46 New	46 $10,000

Others Institutions Holding VO

# of Institutions

2,167

Shares Held

175M

Call Options Held

52.1K

Put Options Held

93.7K

Wells Fargo & Company San Francisco, CA

22.3M
Shares

$6.13 Billion
1.35% of portfolio
Bank Of America Corp Charlotte, NC

16.1M
Shares

$4.42 Billion
0.36% of portfolio
Jones Financial Companies Lllp

14.5M
Shares

$3.98 Billion
3.92% of portfolio
Creative Planning Overland Park, KS

8.18M
Shares

$2.25 Billion
2.14% of portfolio
Morgan Stanley New York, NY

7.37M
Shares

$2.03 Billion
0.14% of portfolio

View Full List

About VANGUARD MID-CAP ETF

Ticker VO
Sector ETFs
Industry ETFs

More about VO

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