LifeGoal Investments, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 2054684
SARATOGA SPRINGS, NY
Position in VB
as of Mar 31, 2026
· filed Apr 14, 2026
Position Value
$233,894
+$3,545 QoQ
Shares Held
893
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VB Over Time
Shares Held
Position Value (USD)
All Filings in VB
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $233,894 | 893 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $230,349 | 893 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $227,072 | 893 | Shares | Sole | 2025-11-24 | |
| 2025-06-30 | $211,623 | 893 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $462,570 | 2,086 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $527,174 | 2,194 | Shares | Sole | 2025-02-05 | |
| No filing history on record for this holder in this stock. | ||||||