Goal Vest Advisory LLC Vanguard Large Cap ETF Transaction History
Goal Vest Advisory LLC
- $331 Million
- Q3 2024
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
Others Institutions Holding VV
# of Institutions
1,179Shares Held
102MCall Options Held
29.3KPut Options Held
132K-
Jones Financial Companies Lllp17.4MShares$4.77 Billion4.7% of portfolio
-
Creative Planning Overland Park, KS12.8MShares$3.52 Billion3.36% of portfolio
-
National Mutual Insurance Federation Of Agricultural Cooperatives6.54MShares$1.79 Billion15.49% of portfolio
-
Vanguard Group Inc Valley Forge, PA3.42MShares$937 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC3.11MShares$853 Million0.07% of portfolio