Beacon Financial Planning, Inc Vanguard Small Cap ETF Transaction History
Beacon Financial Planning, Inc
- $147 Billion
- Q2 2024
A detailed history of Beacon Financial Planning, Inc transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Beacon Financial Planning, Inc holds 19,712 shares of VB stock, worth $4.58 Million. This represents 2.92% of its overall portfolio holdings.
Number of Shares
19,712
Previous 18,593
6.02%
Holding current value
$4.58 Million
Previous $4.25 Billion
1.13%
% of portfolio
2.92%
Previous 2.97%
Shares
7 transactions
Others Institutions Holding VB
# of Institutions
1,977Shares Held
144MCall Options Held
176KPut Options Held
32.7K-
Bank Of America Corp Charlotte, NC24.1MShares$5.59 Billion0.52% of portfolio
-
Morgan Stanley New York, NY7.19MShares$1.67 Billion0.13% of portfolio
-
Jones Financial Companies Lllp6.8MShares$1.58 Billion2.12% of portfolio
-
Envestnet Asset Management Inc4.68MShares$1.09 Billion0.41% of portfolio
-
Wells Fargo & Company San Francisco, CA4.38MShares$1.02 Billion0.24% of portfolio