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GoalVest Advisory LLC → VOO

GoalVest Advisory LLC VOO Position History

Vanguard S&P 500 ETF

Quarters held
5
Latest value
$224M
Q3 2026
Peak value
$224M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$160.3M
Q4 2025$173.2M
Q1 2026$171.6M
Q2 2026$207.7M
Q3 2026$224M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$224M319.6K——
Q2 2026$207.7M302.5K——
Q1 2026$171.6M287.2K——
Q4 2025$173.2M276.2K——
Q3 2025$160.3M261.7K——

Other funds holding VOO

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