VANGUARD INDEX FDS

Ticker: VTI CUSIP: 922908769 Class: TOTAL STK MKT

GoalVest Advisory LLC's Holding History (CIK: 0001839307)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 40,113 Value ($000) $13,449 Avg Close Range
Q3 2025
Shares 40,149 Value ($000) $13,176 Avg Close Range
Q2 2025
Shares 41,491 Value ($000) $12,610 Avg Close Range
Q1 2025
Shares 43,128 Value ($000) $11,853 Avg Close Range
Q4 2024
Shares 46,533 Value ($000) $13,486 Avg Close Range
Q3 2024
Shares 48,590 Value ($000) $13,759 Avg Close Range
Q2 2024
Shares 52,631 Value ($000) $14,079 Avg Close Range
Q1 2024
Shares 55,098 Value ($000) $14,320 Avg Close Range
Q4 2023
Shares 55,820 Value ($000) $13,242 Avg Close Range
Q3 2023
Shares 56,808 Value ($000) $12,067 Avg Close Range
Q2 2023
Shares 57,369 Value ($000) $12,637 Avg Close Range
Q1 2023
Shares 57,171 Value ($000) $11,667 Avg Close Range
Q4 2022
Shares 62,826 Value ($000) $12,012 Avg Close Range
Q3 2022
Shares 1,110 Value ($000) $199 Avg Close Range
Q2 2022
Shares 791 Value ($000) $151 Avg Close Range
Q1 2022
Shares 516 Value ($000) $117 Avg Close Range
Q2 2021
Shares 435 Value ($000) $97 Avg Close Range
Q1 2021
Shares 34 Value ($000) $7 Avg Close Range
Q4 2020
Shares 34 Value ($000) $7 Avg Close Range