Goal Vest Advisory LLC Vanguard Russell 2000 ETF Transaction History
Goal Vest Advisory LLC
- $352 Million
- Q4 2024
A detailed history of Goal Vest Advisory LLC transactions in Vanguard Russell 2000 ETF stock. As of the latest transaction made, Goal Vest Advisory LLC holds 38,665 shares of VTWO stock, worth $3.19 Million. This represents 0.98% of its overall portfolio holdings.
Number of Shares
38,665
Previous 37,699
2.56%
Holding current value
$3.19 Million
Previous $3.37 Million
2.52%
% of portfolio
0.98%
Previous 1.02%
Shares
2 transactions
Others Institutions Holding VTWO
# of Institutions
647Shares Held
80MCall Options Held
83.7KPut Options Held
67K-
Bank Of America Corp Charlotte, NC26.1MShares$2.15 Billion0.2% of portfolio
-
Morgan Stanley New York, NY7.02MShares$578 Million0.05% of portfolio
-
Natixis Advisors, L.P. Boston, MA5.69MShares$469 Million0.95% of portfolio
-
Wells Fargo & Company San Francisco, CA4.53MShares$374 Million0.09% of portfolio
-
Wealthfront Advisers LLC3.33MShares$274 Million0.25% of portfolio