Goal Vest Advisory LLC Vanguard Mun Bd Fds Tax Exempt Transaction History

Goal Vest Advisory LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 Apr 03, 2023	BUY	$49.32 - $51.02 $10,406 - $10,765	211 New	211 $10,000
Q3 2022 Oct 11, 2022	BUY	$48.11 - $51.14 $26,075 - $27,717	542 Added 39.65%	1,909 $92,000
Q2 2022 Jul 06, 2022	SELL	$49.13 - $51.51 $3,488 - $3,657	-71 Reduced 4.94%	1,367 $69,000
Q1 2022 May 03, 2022	SELL	$51.44 - $54.88 $91,820 - $97,960	-1,785 Reduced 55.38%	1,438 $74,000
Q2 2021 Sep 01, 2021	BUY	$54.58 - $55.46 $20,194 - $20,520	370 Added 12.97%	3,223 $178,000
Q1 2021 May 13, 2021	SELL	$54.36 - $55.51 $13,644 - $13,933	-251 Reduced 8.09%	2,853 $156,000
Q4 2020 Jan 28, 2021	BUY	$54.06 - $55.19 $167,802 - $171,309	3,104 New	3,104 $171,000

1,175

508M

39.6K

85.7K

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