Position in VRTX
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$49,119
+$3,783 QoQ
Shares Held
110
+10.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VRTX Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Jun 30, 2026GoalVest Advisory LLC holds $115,261 across 8 Biotechnology names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAPR |
Capricor Therapeutics, Inc.
|
2,100 | $50,568 | |
| 2 | RPRX |
Royalty Pharma plc
|
534 | $29,941 | |
| 3 | REGN |
Regeneron Pharmaceuticals, Inc.
|
27 | $16,835 | |
| 4 | VKTX |
Viking Therapeutics, Inc.
|
200 | $7,802 | |
| 5 | OTLK |
Outlook Therapeutics, Inc.
|
3,000 | $4,770 | |
| 6 | IBRX |
ImmunityBio, Inc.
|
500 | $4,377 | |
| 7 | INSM |
INSMED Inc
|
6 | $639 | |
| 8 | GYRE |
Gyre Therapeutics, Inc.
|
50 | $329 |
All Filings in VRTX
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $49,119 | 110 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $45,336 | 100 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $39,164 | 100 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $44,520 | 100 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $1,454 | 3 | Shares | Sole | 2025-04-07 | |
| 2024-03-31 | $4,598 | 11 | Shares | Sole | 2024-04-15 | |
| 2022-03-31 | $782 | 3 | Shares | Sole | 2022-05-03 | |
| No filing history on record for this holder in this stock. | ||||||