GoalVest Advisory LLC
Position in IVOG — Vanguard S&P Mid-Cap 400 Growth ETF
CIK 1839307
NEW YORK, NY
Position in IVOG
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$144,784
-$25,299 QoQ
Shares Held
1,158
-18.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IVOG Over Time
Shares Held
Position Value (USD)
All Filings in IVOG
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $144,784 | 1,158 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $170,083 | 1,415 | Shares | Sole | 2026-01-05 | |
| 2024-12-31 | $15,100 | 134 | Shares | Sole | 2025-01-17 | |
| No filing history on record for this holder in this stock. | ||||||