Goal Vest Advisory LLC Vanguard Mid Cap Growth Index Transaction History

Goal Vest Advisory LLC

  • $352 Million
  • Q4 2024

A detailed history of Goal Vest Advisory LLC transactions in Vanguard Mid Cap Growth Index stock. As of the latest transaction made, Goal Vest Advisory LLC holds 606 shares of VOT stock, worth $163,898. This represents 0.04% of its overall portfolio holdings.

Number of Shares
606
Previous 610 0.66%
Holding current value
$163,898
Previous $148,000 3.38%
% of portfolio
0.04%
Previous 0.04%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 17, 2025
SELL
$241.48 - $274.89 $965 - $1,099
-4 Reduced 0.66%
606 $153,000
Q1 2024

Apr 15, 2024
BUY
$212.21 - $235.79 $92,099 - $102,332
434 Added 246.59%
610 $143,000
Q4 2023

Jan 02, 2024
SELL
$180.9 - $221.2 $3,256 - $3,981
-18 Reduced 9.28%
176 $38,000
Q3 2023

Oct 10, 2023
BUY
$191.65 - $213.93 $3,449 - $3,850
18 Added 10.23%
194 $37,000
Q1 2022

May 03, 2022
BUY
$199.76 - $251.37 $35,157 - $44,241
176 New
176 $39,000

Others Institutions Holding VOT

# of Institutions
1,006
Shares Held
40.2M
Call Options Held
24.8K
Put Options Held
5.6K
View Full List

About VANGUARD MID-CAP GROWTH INDEX

VOT Quotes by TradingView
  • Ticker VOT
  • Sector ETFs
  • Industry ETFs
More about VOT
Track This Portfolio

Track Goal Vest Advisory LLC Portfolio

Follow Goal Vest Advisory LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email