Goal Vest Advisory LLC Closed Holding Positions

Goal Vest Advisory LLC

$331 Million
Q3 2024

Stock	Closed Quarter	Shares Sold	Price Range	Trade History
QQQJ Invesco Exchange Traded Fd Tr ETFs	Q2 2021 Filed on Sep 01, 2021	0	$30.34 - $34.68 $0 - $0
SGOL Abrdn Gold ETF Trust ETFs	Q1 2021 Filed on May 13, 2021	22	$16.15 - $18.73 $355 - $412
Varian Med Sys Inc Com	Q1 2021 Filed on May 13, 2021	8	N/A
IVE Ishares S&P 500 Value ETF ETFs	Q1 2021 Filed on May 13, 2021	184	$125.98 - $142.4 $23.2K - $26.2K
IGLB Ishares 10+ Year Investment Gr ETFs	Q1 2021 Filed on May 13, 2021	187	$65.43 - $72.48 $12.2K - $13.6K
NYF Ishares New York Muni Bond ETF ETFs	Q1 2021 Filed on May 13, 2021	290	$57.41 - $58.66 $16.6K - $17K
FDRR Fidelity Covington Tr Divid Et ETFs	Q1 2021 Filed on May 13, 2021	1,572	$36.31 - $40.63 $57.1K - $63.9K
RSP Invesco S&P 500 Equal Weight E ETFs	Q1 2021 Filed on May 13, 2021	4	$125.7 - $142.8 $503 - $571
SLYG Spdr S&P 600 Small Cap Growth ETFs	Q1 2021 Filed on May 13, 2021	219	$75.75 - $89.99 $16.6K - $19.7K
EFG Msci Eafe Growth ETF ETFs	Q1 2021 Filed on May 13, 2021	2	$97.17 - $105.39 $194 - $211
FLRN Spdr Bloomberg Investment Grad ETFs	Q1 2021 Filed on May 13, 2021	12	$30.6 - $30.66 $367 - $368
SPTS Spdr Portfolio Short Term Trea ETFs	Q1 2021 Filed on May 13, 2021	44	$30.64 - $30.7 $1.35K - $1.35K
XLY Select Sector Spdr Consumer Di ETFs	Q1 2021 Filed on May 13, 2021	17	$155.83 - $173.21 $2.65K - $2.94K
MVV Proshares Ultra Midcap400 ETFs	Q1 2021 Filed on May 13, 2021	21	$46.12 - $63.94 $969 - $1.34K
RYE Invesco Exchange Traded Fd Tr ETFs	Q1 2021 Filed on May 13, 2021	0	$31.18 - $44.32 $0 - $0
BSV Vanguard Bd Index Fd Inc Short ETFs	Q1 2021 Filed on May 13, 2021	5	$82.08 - $82.89 $410 - $414
RYT Invesco S&P 500 Equal Weight T ETFs	Q1 2021 Filed on May 13, 2021	1	$250.01 - $272.65 $250 - $273
JNK Spdr Bloomberg High Yield Bond ETFs	Q1 2021 Filed on May 13, 2021	5	$107.06 - $109.64 $535 - $548
SKY Skyline Champion Corp Consumer Cyclical	Q1 2021 Filed on May 13, 2021	90	$30.01 - $46.92 $2.7K - $4.22K
UWM Proshares Ultra Russell 2000 ETFs	Q1 2021 Filed on May 13, 2021	13	$43.63 - $63.13 $567 - $821

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Goal Vest Advisory LLC, based on Form 13F filings with the SEC.

News

Stay updated on Goal Vest Advisory LLC with notifications on news.