Goal Vest Advisory LLC Vanguard Ftse Emerging Mkts Et Transaction History

Goal Vest Advisory LLC

$331 Million
Q3 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 15, 2024	BUY	$39.04 - $42.23 $71,989 - $77,872	1,844 New	1,844 $77,000
Q2 2023 Jul 17, 2023	SELL	$39.05 - $42.09 $2,733 - $2,946	-70 Reduced 36.46%	122 $4,000
Q1 2023 Apr 03, 2023	BUY	$38.45 - $43.18 $6,959 - $7,815	181 Added 1645.45%	192 $7,000
Q4 2022 Jan 06, 2023	SELL	$35.32 - $40.67 $15,540 - $17,894	-440 Reduced 97.56%	11 $0
Q3 2022 Oct 11, 2022	SELL	$36.49 - $42.54 $62,872 - $73,296	-1,723 Reduced 79.25%	451 $16,000
Q2 2022 Jul 06, 2022	SELL	$40.48 - $47.83 $80,595 - $95,229	-1,991 Reduced 47.8%	2,174 $89,000
Q1 2022 May 03, 2022	SELL	$42.79 - $51.23 $5,220 - $6,250	-122 Reduced 2.85%	4,165 $192,000
Q2 2021 Sep 01, 2021	BUY	$50.96 - $55.14 $133,719 - $144,687	2,624 Added 157.79%	4,287 $233,000
Q1 2021 May 13, 2021	BUY	$50.34 - $56.49 $50,390 - $56,546	1,001 Added 151.21%	1,663 $87,000
Q4 2020 Jan 28, 2021	BUY	$43.14 - $50.24 $28,558 - $33,258	662 New	662 $33,000

Others Institutions Holding VWO

# of Institutions

2,271

Shares Held

1.26B

Call Options Held

1.38M

Put Options Held

2.01M

Bank Of America Corp Charlotte, NC

100M
Shares

$4.47 Billion
0.4% of portfolio
Vanguard Group Inc Valley Forge, PA

65.7M
Shares

$2.93 Billion
0.06% of portfolio
Northwestern Mutual Wealth Management CO

61.8M
Shares

$2.75 Billion
2.64% of portfolio
Betterment LLC New York, NY

58.8M
Shares

$2.62 Billion
6.77% of portfolio
Morgan Stanley New York, NY

47.7M
Shares

$2.12 Billion
0.17% of portfolio

About VANGUARD FTSE EMERGING MKTS ET

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