GoalVest Advisory LLC's ownership history for IVV

GoalVest Advisory LLC currently holds 403 shares with a market value of $269.7K. It started holding IVV on 2024-09-30. At its peak, it held 767 shares on 2025-03-31. Its highest holding value was $450.3K on 2024-12-31. At its lowest, it held 352 shares on 2025-06-30, with a value of $218.6K on 2025-06-30. In the recent 180 days, GoalVest Advisory LLC has decreased its shares by 364. In the recent year, GoalVest Advisory LLC has decreased its shares by 195.