Goal Vest Advisory LLC Closed Holding Positions

Goal Vest Advisory LLC

  • $331 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
DOV
Dover Corp

Industrials
Q2 2022 Filed on Jul 06, 2022
2
$117.29 - $158.55 $235 - $317
FOX
Fox Corp Cl B (De)

Communication Services
Q2 2022 Filed on Jul 06, 2022
2
$29.21 - $36.48 $58.4 - $73
IHF
Ishares Tr

ETFs
Q2 2022 Filed on Jul 06, 2022
20
$239.35 - $295.88 $4.79K - $5.92K
NWL
Newell Brands Inc.

Consumer Defensive
Q2 2022 Filed on Jul 06, 2022
11
$17.86 - $24.26 $196 - $267
PHM
Pultegroup Inc

Consumer Cyclical
Q2 2022 Filed on Jul 06, 2022
5
$36.25 - $45.86 $181 - $229
SNA
Snap On Inc

Industrials
Q2 2022 Filed on Jul 06, 2022
1
$191.82 - $227.95 $192 - $228
ED
Consolidated Edison Inc

Utilities
Q2 2022 Filed on Jul 06, 2022
4
$86.88 - $100.58 $348 - $402
ILMN
Illumina, Inc.

Healthcare
Q2 2022 Filed on Jul 06, 2022
2
$181.58 - $368.0 $363 - $736
EXPE
Expedia Group, Inc.

Consumer Cyclical
Q2 2022 Filed on Jul 06, 2022
2
$94.02 - $198.2 $188 - $396
HSIC
Henry Schein Inc

Healthcare
Q2 2022 Filed on Jul 06, 2022
4
$73.17 - $91.96 $293 - $368
HBI
Hanesbrands Inc.

Consumer Cyclical
Q2 2022 Filed on Jul 06, 2022
317
$9.74 - $14.9 $3.09K - $4.72K
LYFT
Lyft, Inc.

Technology
Q2 2022 Filed on Jul 06, 2022
2,155
$13.28 - $38.96 $28.6K - $84K
MKC
Mccormick & CO Inc

Consumer Defensive
Q2 2022 Filed on Jul 06, 2022
6
$82.54 - $104.28 $495 - $626
KMX
Carmax Inc

Consumer Cyclical
Q2 2022 Filed on Jul 06, 2022
2
$85.76 - $103.17 $172 - $206
BFH
Bread Financial Holdings, Inc.

Financial Services
Q2 2022 Filed on Jul 06, 2022
1
$37.06 - $59.23 $37.1 - $59.2
ECL
Ecolab Inc.

Basic Materials
Q2 2022 Filed on Jul 06, 2022
0
$145.63 - $183.62 $0 - $0
EEMA
Ishares Msci Emerging Markets

ETFs
Q2 2022 Filed on Jul 06, 2022
213
$65.13 - $76.58 $13.9K - $16.3K
XLK
Technology Sector Spdr

ETFs
Q1 2022 Filed on May 03, 2022
100
$141.39 - $175.52 $14.1K - $17.6K
JD
Jd.Com, Inc.

Consumer Cyclical
Q1 2022 Filed on May 03, 2022
30
$42.94 - $78.29 $1.29K - $2.35K
Trebia Acquisition Corp Com Cl A
Q1 2022 Filed on May 03, 2022
49,537
N/A
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
Q1 2022 Filed on May 03, 2022
1,649
$49.18 - $52.9 $81.1K - $87.2K
PATH
Ui Path, Inc.

Technology
Q1 2022 Filed on May 03, 2022
150
$21.59 - $43.87 $3.24K - $6.58K
RGI
Invesco S&P 500 Equal Weight I

ETFs
Q1 2022 Filed on May 03, 2022
12,108
N/A
Brookfield Asset Mgmt Reins Pa Cl A Exch Lt Vtg
Q1 2022 Filed on May 03, 2022
3
N/A
GTES
Gates Industrial Corp PLC

Industrials
Q1 2022 Filed on May 03, 2022
650
$14.71 - $16.7 $9.56K - $10.9K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
Q1 2022 Filed on May 03, 2022
1,282
$76.76 - $137.41 $98.4K - $176K
MVO
Mv Oil Trust

Energy
Q1 2022 Filed on May 03, 2022
1,900
$8.69 - $14.58 $16.5K - $27.7K
PTON
Peloton Interactive, Inc.

Consumer Cyclical
Q1 2022 Filed on May 03, 2022
84
$20.2 - $38.77 $1.7K - $3.26K
AYX
Alteryx, Inc.

Technology
Q1 2022 Filed on May 03, 2022
5,401
$50.8 - $71.82 $274K - $388K
GRMN
Garmin LTD

Technology
Q1 2022 Filed on May 03, 2022
27
$108.64 - $133.57 $2.93K - $3.61K
BAR
Granite Shares Gold Trust

ETFs
Q1 2022 Filed on May 03, 2022
117,586
$17.74 - $20.35 $2.09M - $2.39M
GM
General Motors CO

Consumer Cyclical
Q1 2022 Filed on May 03, 2022
94
$39.83 - $65.74 $3.74K - $6.18K
TIP
Ishares Tr Tips Bd ETF

ETFs
Q1 2022 Filed on May 03, 2022
553
$122.95 - $129.16 $68K - $71.4K
ERIC
Ericsson Lm Telephone CO

Technology
Q1 2022 Filed on May 03, 2022
40
$7.71 - $12.75 $308 - $510
Ihs Markit LTD Shs
Q1 2022 Filed on May 03, 2022
34
N/A
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
Q1 2022 Filed on May 03, 2022
4,874
$47.3 - $49.17 $231K - $240K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
Q1 2022 Filed on May 03, 2022
19
$107.24 - $115.01 $2.04K - $2.19K
DWX
Spdr Index Shs Fds S&P Intl Di

ETFs
Q1 2022 Filed on May 03, 2022
335
$36.57 - $39.7 $12.3K - $13.3K
NOK
Nokia Corp

Technology
Q1 2022 Filed on May 03, 2022
1,500
$4.53 - $6.29 $6.8K - $9.44K
SFIX
Stitch Fix, Inc.

Consumer Cyclical
Q1 2022 Filed on May 03, 2022
783
$9.18 - $19.44 $7.19K - $15.2K
IXC
Ishares Tr Global Energy ETF

ETFs
Q1 2022 Filed on May 03, 2022
2,500
$28.25 - $37.1 $70.6K - $92.8K
VNQI
Vanguard Global Ex U.S. Real

ETFs
Q1 2022 Filed on May 03, 2022
0
$49.07 - $54.16 $0 - $0
CDW
Cdw Corp

Technology
Q1 2022 Filed on May 03, 2022
21
$164.78 - $208.13 $3.46K - $4.37K
NYT
New York Times CO

Communication Services
Q1 2022 Filed on May 03, 2022
50
$37.59 - $48.2 $1.88K - $2.41K
WU
Western Union CO

Financial Services
Q1 2022 Filed on May 03, 2022
1,698
$17.21 - $20.09 $29.2K - $34.1K
BOTZ
Global X Fds

ETFs
Q2 2021 Filed on Sep 01, 2021
33,994
$31.65 - $35.42 $1.08M - $1.2M
XLG
Invesco Exchange Traded Fd Tr

ETFs
Q2 2021 Filed on Sep 01, 2021
0
$299.8 - $325.38 $0 - $0
Seagate Technology PLC Shs
Q2 2021 Filed on Sep 01, 2021
609
N/A
HAS
Hasbro, Inc.

Consumer Cyclical
Q2 2021 Filed on Sep 01, 2021
207
$91.03 - $99.99 $18.8K - $20.7K
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