Goal Vest Advisory LLC JPMORGAN LIMITED DURATION BOND ETF Transaction History

Goal Vest Advisory LLC

  • $393 Million
  • Q2 2025
Number of Shares
577
Previous 571 1.05%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 01, 2025
BUY
N/A
6 Added 1.05%
577 $0
Q1 2025

Apr 07, 2025
BUY
N/A
6 Added 1.06%
571 $0
Q4 2024

Jan 17, 2025
BUY
N/A
7 Added 1.25%
565 $0
Q3 2024

Nov 06, 2024
BUY
N/A
6 Added 1.09%
558 $0
Q2 2024

Jul 30, 2024
BUY
N/A
6 Added 1.1%
552 $0
Q1 2024

Apr 15, 2024
BUY
N/A
546 New
546 $0
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