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GoalVest Advisory LLC → STT-PG
GoalVest Advisory LLC STT-PG Position History
State Street Corporation
Quarters held
59
Latest value
$10K
Q3 2026
Peak value
$23.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $244K |
| Q3 2025 | $10.1M |
| Q3 2025 | $55K |
| Q3 2025 | $19.3M |
| Q3 2025 | $5.7M |
| Q3 2025 | $324K |
| Q3 2025 | $96K |
| Q3 2025 | $1.6M |
| Q3 2025 | $21K |
| Q3 2025 | $139K |
| Q3 2025 | $20K |
| Q3 2025 | $120K |
| Q3 2025 | $33K |
| Q4 2025 | $251K |
| Q4 2025 | $13M |
| Q4 2025 | $20.7M |
| Q4 2025 | $5.5M |
| Q4 2025 | $333K |
| Q4 2025 | $95K |
| Q4 2025 | $1.6M |
| Q4 2025 | $119K |
| Q4 2025 | $14K |
| Q1 2026 | $255K |
| Q1 2026 | $14.2M |
| Q1 2026 | $20.5M |
| Q1 2026 | $4.7M |
| Q1 2026 | $332K |
| Q1 2026 | $100K |
| Q1 2026 | $1.5M |
| Q1 2026 | $6K |
| Q1 2026 | $73K |
| Q1 2026 | $19K |
| Q1 2026 | $3K |
| Q2 2026 | $1K |
| Q2 2026 | $284K |
| Q2 2026 | $23.1M |
| Q2 2026 | $21.1M |
| Q2 2026 | $5.2M |
| Q2 2026 | $356K |
| Q2 2026 | $6K |
| Q2 2026 | $1.8M |
| Q2 2026 | $5K |
| Q2 2026 | $74K |
| Q2 2026 | $16K |
| Q2 2026 | $7K |
| Q2 2026 | $5K |
| Q2 2026 | $2K |
| Q3 2026 | $254K |
| Q3 2026 | $22.9M |
| Q3 2026 | $20.7M |
| Q3 2026 | $4.5M |
| Q3 2026 | $358K |
| Q3 2026 | $6K |
| Q3 2026 | $1.8M |
| Q3 2026 | $6K |
| Q3 2026 | $68K |
| Q3 2026 | $9K |
| Q3 2026 | $5K |
| Q3 2026 | $10K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $10K | 60 | — | — |
| Q3 2026 | $5K | 24 | — | — |
| Q3 2026 | $9K | 146 | — | — |
| Q3 2026 | $68K | 628 | — | — |
| Q3 2026 | $6K | 31 | — | — |
| Q3 2026 | $1.8M | 19.7K | — | — |
| Q3 2026 | $6K | 70 | — | — |
| Q3 2026 | $358K | 5.9K | — | — |
| Q3 2026 | $4.5M | 36.3K | — | — |
| Q3 2026 | $20.7M | 642.0K | — | — |
| Q3 2026 | $22.9M | 60.0K | — | — |
| Q3 2026 | $254K | 6.3K | — | — |
| Q2 2026 | $2K | 10 | — | — |
| Q2 2026 | $5K | 24 | — | — |
| Q2 2026 | $7K | 122 | — | — |
| Q2 2026 | $16K | 306 | — | — |
| Q2 2026 | $74K | 628 | — | — |
| Q2 2026 | $5K | 31 | — | — |
| Q2 2026 | $1.8M | 20.1K | — | — |
| Q2 2026 | $6K | 70 | — | — |
| Q2 2026 | $356K | 5.9K | — | — |
| Q2 2026 | $5.2M | 43.7K | — | — |
| Q2 2026 | $21.1M | 632.0K | — | — |
| Q2 2026 | $23.1M | 59.1K | — | — |
| Q2 2026 | $284K | 7.0K | — | — |
| Q2 2026 | $1K | 20 | — | — |
| Q1 2026 | $3K | 24 | — | — |
| Q1 2026 | $19K | 306 | — | — |
| Q1 2026 | $73K | 668 | — | — |
| Q1 2026 | $6K | 31 | — | — |
| Q1 2026 | $1.5M | 20.1K | — | — |
| Q1 2026 | $100K | 685 | — | — |
| Q1 2026 | $332K | 5.9K | — | — |
| Q1 2026 | $4.7M | 47.6K | — | — |
| Q1 2026 | $20.5M | 611.1K | — | — |
| Q1 2026 | $14.2M | 55.6K | — | — |
| Q1 2026 | $255K | 7.0K | — | — |
| Q4 2025 | $14K | 306 | — | — |
| Q4 2025 | $119K | 998 | — | — |
| Q4 2025 | $1.6M | 20.1K | — | — |
| Q4 2025 | $95K | 685 | — | — |
| Q4 2025 | $333K | 5.9K | — | — |
| Q4 2025 | $5.5M | 51.4K | — | — |
| Q4 2025 | $20.7M | 613.0K | — | — |
| Q4 2025 | $13M | 46.7K | — | — |
| Q4 2025 | $251K | 7.0K | — | — |
| Q3 2025 | $33K | 365 | — | — |
| Q3 2025 | $120K | 499 | — | — |
| Q3 2025 | $20K | 219 | — | — |
| Q3 2025 | $139K | 4.5K | — | — |
| Q3 2025 | $21K | 516 | — | — |
| Q3 2025 | $1.6M | 20.1K | — | — |
| Q3 2025 | $96K | 685 | — | — |
| Q3 2025 | $324K | 5.9K | — | — |
| Q3 2025 | $5.7M | 54.2K | — | — |
| Q3 2025 | $19.3M | 568.1K | — | — |
| Q3 2025 | $55K | 622 | — | — |
| Q3 2025 | $10.1M | 37.1K | — | — |
| Q3 2025 | $244K | 7.0K | — | — |