GoalVest Advisory’s LifeVantage LFVN Stock Holding History

GoalVest Advisory’s Portfolio LFVN Stock Details LFVN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-200	Closed	-$2.42K	–	418
2024 Q3	$2.42K	Buy	+200	New	+$1.66K	﹤0.01%	352

Other funds holding LFVN

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Management Glen Allen, Virginia $585M AUM 5.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

GoalVest Advisory's LFVN Position: Q4 2024 in Review

GoalVest Advisory sold out of LifeVantage (LFVN) in Q4 2024, closing a stake of 200 shares — an estimated $2.42K sold.

GoalVest Advisory first reported a position in LFVN in Q3 2024 and held it in 1 quarter. The position peaked at $2.42K in Q3 2024. 78 funds tracked by Wall St. Rank hold LFVN as of Q4 2024.

GoalVest Advisory reported no remaining LifeVantage position as of Q4 2024 after selling out during the quarter.
GoalVest Advisory sold 200 LifeVantage shares in Q4 2024, an estimated $2.42K.
GoalVest Advisory first reported a position in LifeVantage in Q3 2024 and held it in 1 quarter.
GoalVest Advisory's LifeVantage position peaked at $2.42K in Q3 2024.
78 funds tracked by Wall St. Rank held LifeVantage as of Q4 2024.

Based on GoalVest Advisory's 13F filing for Q4 2024, filed 17 Jan 2025.