A detailed history of Goal Vest Advisory LLC transactions in Vanguard Large Cap ETF stock. As of the latest transaction made, Goal Vest Advisory LLC holds 725 shares of VV stock, worth $198,824. This represents 0.06% of its overall portfolio holdings.

Number of Shares
725
Previous 787 7.88%
Holding current value
$198,824
Previous $196,000 3.06%
% of portfolio
0.06%
Previous 0.06%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 06, 2024

SELL
$236.92 - $263.4 $14,689 - $16,330
-62 Reduced 7.88%
725 $190,000
Q2 2024

Jul 30, 2024

SELL
$227.27 - $251.65 $9,545 - $10,569
-42 Reduced 5.07%
787 $196,000
Q3 2023

Oct 10, 2023

BUY
$195.09 - $209.59 $16,972 - $18,234
87 Added 11.73%
829 $162,000
Q2 2023

Jul 17, 2023

SELL
$184.38 - $202.72 $64,533 - $70,952
-350 Reduced 32.05%
742 $150,000
Q1 2023

Apr 03, 2023

SELL
$172.79 - $190.36 $4,319 - $4,759
-25 Reduced 2.24%
1,092 $203,000
Q4 2022

Jan 06, 2023

BUY
$162.98 - $185.93 $32,595 - $37,186
200 Added 21.81%
1,117 $0
Q3 2022

Oct 11, 2022

SELL
$163.56 - $196.95 $162,251 - $195,374
-992 Reduced 51.96%
917 $150,000
Q2 2022

Jul 06, 2022

BUY
$167.29 - $210.78 $172,475 - $217,314
1,031 Added 117.43%
1,909 $334,000
Q1 2022

May 03, 2022

SELL
$191.25 - $221.63 $82,237 - $95,300
-430 Reduced 32.87%
878 $183,000
Q2 2021

Sep 01, 2021

BUY
$187.36 - $200.75 $245,066 - $262,581
1,308 New
1,308 $263,000

Others Institutions Holding VV

About VANGUARD LARGE-CAP ETF


  • Ticker VV
  • Sector ETFs
  • Industry ETFs
More about VV
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