GoalVest Advisory’s Atlantic Union Bankshares AUB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-191	Closed	-$5.5K	–	375
2023 Q3	$5.5K	Buy	191 +8	+4%	+$230	﹤0.01%	338
2023 Q2	$4.75K	Buy	+183	New	+$4.75K	﹤0.01%	305