GoalFusion Wealth Management, LLC: VDE position timeline

GoalFusion Wealth Management, LLC held 32,493 VDE shares at 2026-09-30 per its 13F-HR filed 2026-10-06.

the latest 13F is the newest step

1. period ended2026-09-30

   13F 32,493 shares

   Change vs previous 13F -2,146 shares

   2.24% of the 13F portfolio, value $5,593,957.

   13F-HR 0001895678-26-000005 filed by GoalFusion Wealth Management, LLC
   Accepted 2026-10-06 14:42:03 UTC, ingested 2026-10-06 14:42:49 UTC

2. period ended2026-06-30

   13F 34,639 shares

   Change vs previous 13F +3,144 shares

   2.1% of the 13F portfolio, value $5,200,320.

   13F-HR 0001895678-26-000004 filed by GoalFusion Wealth Management, LLC
   Filed 2026-07-10 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2026-03-31

   13F 31,495 shares

   Change vs previous 13F -5,330 shares

   2.47% of the 13F portfolio, value $5,449,857.

   13F-HR 0001895678-26-000002 filed by GoalFusion Wealth Management, LLC
   Filed 2026-04-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-12-31

   13F 36,825 shares

   Change vs previous 13F -16,942 shares

   2.14% of the 13F portfolio, value $4,636,976.

   13F-HR 0001895678-26-000001 filed by GoalFusion Wealth Management, LLC
   Filed 2026-01-06 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-09-30

   13F 53,767 shares

   Change vs previous 13F +2,131 shares

   3.23% of the 13F portfolio, value $6,767,087.

   13F-HR 0001895678-25-000006 filed by GoalFusion Wealth Management, LLC
   Filed 2025-10-21 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2025-06-30

   13F 51,636 shares

   Change vs previous 13F +2,182 shares

   3.16% of the 13F portfolio, value $6,150,854.

   13F-HR 0001895678-25-000004 filed by GoalFusion Wealth Management, LLC
   Filed 2025-07-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2025-03-31

   13F 49,454 shares

   Change vs previous 13F -1,426 shares

   3.51% of the 13F portfolio, value $6,414,650.

   13F-HR 0001895678-25-000003 filed by GoalFusion Wealth Management, LLC
   Filed 2025-05-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2024-12-31

   13F 50,880 shares

   Change vs previous 13F not available

   3.36% of the 13F portfolio, value $6,172,226.

   13F-HR 0001895678-25-000001 filed by GoalFusion Wealth Management, LLC
   Filed 2025-01-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).