Back to FSBC

GoalVest Advisory LLC → FSBC

GoalVest Advisory LLC FSBC Position History

Five Star Bancorp

Quarters held
2
Latest value
$17K
Q3 2026
Peak value
$19K
First seen
Q2 2026

Dollar value over time

Show data table
PeriodPosition value
Q2 2026$19K
Q3 2026$17K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$17K400——
Q2 2026$19K400——

Other funds holding FSBC

Other GoalVest Advisory LLC positions

VGES

VANGUARD S&P 500 ETF

$224M
VGES

VANGUARD S&P 500 ETF

$207.7M
VGES

VANGUARD S&P 500 ETF

$173.2M
VGES

VANGUARD S&P 500 ETF

$171.6M
VGES

VANGUARD S&P 500 ETF

$160.3M
VGES

VANGUARD GROWTH ETF

$41.2M
VGES

VANGUARD GROWTH ETF

$38.3M
VGES

VANGUARD GROWTH ETF

$30.9M