Vanguard Large-Cap ETF shares owned by GoalVest Advisory
Quarter-by-quarter ownership of Vanguard Large-Cap ETF (VV) shares owned by GoalVest Advisory
from 13F filings
Historical chart of GoalVest Advisory investment in Vanguard Large-Cap ETF
Tip: Access up to 7 years of quarterly data
All positions including Vanguard Large-Cap ETF held by GoalVest Advisory consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Vanguard Large-Cap ETF by GoalVest Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $125k | 397 | 314.80 |
| 2025-09-30 | $207k | 672 | 307.86 |
| 2025-06-30 | $186k | 652 | 285.30 |
| 2025-03-31 | $168k | 652 | 257.03 |
| 2024-12-31 | $185k | 685 | 269.70 |
| 2024-09-30 | $191k | 725 | 263.29 |
| 2024-06-30 | $197k | 787 | 249.62 |
| 2024-03-31 | $199k | 829 | 239.76 |
| 2023-12-31 | $181k | 829 | 218.15 |
| 2023-09-30 | $162k | 829 | 195.69 |
| 2023-06-30 | $205k | 1.1k | 187.50 |
| 2023-03-31 | $204k | 1.1k | 186.81 |
| 2022-12-31 | $195k | 1.1k | 174.20 |
| 2022-09-30 | $150k | 917 | 163.58 |
| 2022-06-30 | $334k | 1.9k | 174.96 |
| 2022-03-31 | $183k | 878 | 208.43 |
| 2021-06-30 | $263k | 1.3k | 201.07 |