Goal Vest Advisory LLC Vanguard Large Cap ETF Transaction History
Goal Vest Advisory LLC
- $298 Million
- Q1 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 829 shares of VV stock, worth $206,934. This represents 0.07% of its overall portfolio holdings.
Number of Shares
829
Previous 829
-0.0%
Holding current value
$206,934
Previous $180,000
10.0%
% of portfolio
0.07%
Previous 0.08%
Shares
8 transactions
Others Institutions Holding VV
# of Institutions
1,099Shares Held
98.9MCall Options Held
30.3KPut Options Held
278K-
Jones Financial Companies Lllp16.8MShares$4.2 Billion5.49% of portfolio
-
Creative Planning Overland Park, KS12.8MShares$3.2 Billion3.41% of portfolio
-
National Mutual Insurance Federation Of Agricultural Cooperatives6.54MShares$1.63 Billion16.58% of portfolio
-
Vanguard Group Inc Valley Forge, PA3.19MShares$797 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC3.18MShares$793 Million0.07% of portfolio