Goal Vest Advisory LLC Vanguard Mid Cap Value Index F Transaction History

Goal Vest Advisory LLC

  • $393 Million
  • Q2 2025

A detailed history of Goal Vest Advisory LLC transactions in Vanguard Mid Cap Value Index F stock. As of the latest transaction made, Goal Vest Advisory LLC holds 1,002 shares of VOE stock, worth $168,295. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,002
Previous 498 101.2%
Holding current value
$168,295
Previous $79,000 107.59%
% of portfolio
0.04%
Previous 0.02%

Shares

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

Aug 01, 2025
BUY
$141.87 - $164.49 $71,502 - $82,902
504 Added 101.2%
1,002 $164,000
Q1 2025

Apr 07, 2025
SELL
$156.61 - $168.02 $9,866 - $10,585
-63 Reduced 11.23%
498 $79,000
Q4 2024

Jan 17, 2025
BUY
$160.89 - $176.18 $482 - $528
3 Added 0.54%
561 $90,000
Q1 2024

Apr 15, 2024
BUY
$141.07 - $155.91 $76,883 - $84,970
545 Added 4192.31%
558 $86,000
Q4 2023

Jan 02, 2024
SELL
$124.27 - $145.8 $1,864 - $2,187
-15 Reduced 53.57%
13 $1,000
Q3 2023

Oct 10, 2023
BUY
$130.77 - $144.24 $3,661 - $4,038
28 New
28 $3,000
Q3 2022

Oct 11, 2022
BUY
$121.77 - $145.8 $6,088 - $7,290
50 New
50 $6,000
Q2 2022

Jul 06, 2022
SELL
$126.2 - $153.17 $16,532 - $20,065
-131 Closed
0 $0
Q2 2021

Sep 01, 2021
BUY
$136.19 - $145.71 $17,840 - $19,088
131 New
131 $18,000
Q1 2021

May 13, 2021
SELL
$116.81 - $138.13 $9,812 - $11,602
-84 Closed
0 $0
Q4 2020

Jan 28, 2021
BUY
$100.82 - $119.56 $8,468 - $10,043
84 New
84 $10,000

Others Institutions Holding VOE

# of Institutions
1,241
Shares Held
70.6M
Call Options Held
39.3K
Put Options Held
9.6K
View Full List

About VANGUARD MID-CAP VALUE INDEX F

VOE Quotes by TradingView
  • Ticker VOE
  • Sector ETFs
  • Industry ETFs
More about VOE
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