Goal Vest Advisory LLC Purchases and Sells in Q3 2024

Goal Vest Advisory LLC

$331 Million
Q3 2024

Top Buys

Incresed Positions

69 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VUG	3.27K + 4.36%	$341.08 - $391.94 $1.11M - $1.28M	78.2K $30M
SPIB	23.5K + 10.18%	$32.36 - $33.78 $760K - $793K	254K $8.57M
VB	1.53K + 4.71%	$214.77 - $237.72 $329K - $365K	34.1K $8.1M
DVY	1.36K + 5.25%	$119.99 - $135.74 $164K - $185K	27.3K $3.69M
XNTK	2.48K + 10.42%	$169.73 - $204.18 $421K - $506K	26.3K $5.19M
IEFA	4.5K + 16.39%	$70.09 - $78.74 $316K - $355K	32K $2.5M

New Holdings

76 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VTWO	37.7K New	$81.17 - $90.77 $3.06M - $3.42M	37.7K $3.37M
NRK	15K New	$10.84 - $11.33 $163K - $170K	15K $168K
VMC	501 New	$231.83 - $274.51 $116K - $138K	501 $125K
JEPI	2K New	$54.98 - $59.51 $110K - $119K	2K $119K
FXE	1.09K New	$99.07 - $103.41 $108K - $113K	1.09K $112K
RWL	658 New	$90.36 - $98.07 $59.5K - $64.5K	658 $64K

Top Sells

Reduced Positions

40 operations

Stock	Shares change	Price Range	Shares Held	Trade History
JQUA	-57.1K - 23.14%	$51.29 - $56.57 $2.93M - $3.23M	190K $10.7M
VTI	-4.04K - 7.68%	$255.18 - $283.2 $1.03M - $1.14M	48.6K $13.8M
AMSC	-9.93K - 33.18%	$18.42 - $32.42 $183K - $322K	20K $471K
SCCO	-3.24K - 16.37%	$94.1 - $120.43 $305K - $390K	16.5K $1.91M
WPC	-2.75K - 82.81%	$54.63 - $63.96 $150K - $176K	571 $35K
IVW	-1.5K - 73.19%	$84.77 - $97.13 $127K - $145K	548 $52K

Activity Summary All Purchases 145 New Holdings 76 Increased Positions 69 All Sells 40 Reductions 40 Sold out 0 Calls 0 Puts 0

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