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Dave shares owned by GoalVest Advisory

Quarter-by-quarter ownership of Dave (DAVE) shares owned by GoalVest Advisory from 13F filings

Historical chart of GoalVest Advisory investment in Dave

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All positions including Dave held by GoalVest Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dave by GoalVest Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $439k 2.2k 199.35

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Vanguard S&p 500 Etf Etf (VOO)
Vanguard Growth Etf Etf (VUG)
Spdr Portfolio Intermediate Term Corporate Bond Etf Etf (SPIB)
Vanguard Total Stock Market Etf Etf (VTI)
Ishares Core Msci Eafe Etf Etf (IEFA)
Spdr Nyse Technology Etf Etf (XNTK)
Palantir Technologies Inc Cl A Stock (PLTR)
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Vanguard Ftse Europe Etf Etf (VGK)
Nvidia Corporation Stock (NVDA)
Tesla Stock (TSLA)
Microsoft Corp Stock (MSFT)
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)
Goldman Sachs Physical Gold Etf Etf (AAAU)
Jpmorgan Chase & Co Stock (JPM)

View all positions for GoalVest Advisory

Top funds holding Dave

Hood River Capital Management
Divisadero Street Capital Management
Susquehanna International
BlackRock
Vanguard Group
Renaissance Technologies
Citadel Advisors
D. E. Shaw & Co
Driehaus Capital Management
Jane Street
Whetstone Capital Advisors
Geode Capital Management
American Century Companies
State Street Corporation
Ameriprise Financial

View all funds holding Dave