Goal Vest Advisory LLC Nushares ETF Tr Esg Divid ETF Transaction History

Goal Vest Advisory LLC

  • $393 Million
  • Q2 2025

A detailed history of Goal Vest Advisory LLC transactions in Nushares ETF Tr Esg Divid ETF stock. As of the latest transaction made, Goal Vest Advisory LLC holds 9,308 shares of NUDV stock, worth $263,044. This represents 0.07% of its overall portfolio holdings.

Number of Shares
9,308
Previous 6,572 41.63%
Holding current value
$263,044
Previous $181,000 45.3%
% of portfolio
0.07%
Previous 0.05%

Shares

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

Aug 01, 2025
BUY
$24.71 - $28.36 $67,606 - $77,592
2,736 Added 41.63%
9,308 $263,000
Q4 2024

Jan 17, 2025
SELL
$27.22 - $30.92 $16,413 - $18,644
-603 Reduced 8.4%
6,572 $181,000
Q2 2024

Jul 30, 2024
SELL
$0.0 - $27.47 $0 - $38,622
-1,406 Reduced 16.39%
7,175 $192,000
Q3 2023

Oct 10, 2023
BUY
$23.13 - $25.07 $119,466 - $129,486
5,165 Added 151.2%
8,581 $198,000
Q2 2023

Jul 17, 2023
BUY
$22.6 - $24.24 $77,201 - $82,803
3,416 New
3,416 $82,000

Others Institutions Holding NUDV

# of Institutions
22
Shares Held
639K
Call Options Held
0
Put Options Held
0
View Full List

About NUSHARES ETF TR ESG DIVID ETF

NUDV Quotes by TradingView
  • Ticker NUDV
  • Sector ETFs
  • Industry ETFs
More about NUDV
Track This Portfolio

Track Goal Vest Advisory LLC Portfolio

Follow Goal Vest Advisory LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email