Goal Vest Advisory LLC Vanguard Value ETF Transaction History

Goal Vest Advisory LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 10, 2023	BUY	$137.93 - $147.18 $6,758 - $7,211	49 Added 22.07%	271 $37,000
Q2 2023 Jul 17, 2023	BUY	$134.74 - $142.42 $15,764 - $16,663	117 Added 111.43%	222 $31,000
Q1 2023 Apr 03, 2023	BUY	$132.13 - $144.96 $13,873 - $15,220	105 New	105 $14,000
Q2 2021 Sep 01, 2021	BUY	$132.12 - $141.17 $21,931 - $23,434	166 New	166 $23,000
Q1 2021 May 13, 2021	SELL	$117.44 - $132.31 $7,163 - $8,070	-61 Closed	0 $0
Q4 2020 Jan 28, 2021	BUY	$101.75 - $119.15 $6,206 - $7,268	61 New	61 $7,000

2,292

535M

248K

266K

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