Beacon Financial Planning, Inc Vanguard Wellington Fd U S Qua Transaction History
Beacon Financial Planning, Inc
- $147 Billion
- Q2 2024
A detailed history of Beacon Financial Planning, Inc transactions in Vanguard Wellington Fd U S Qua stock. As of the latest transaction made, Beacon Financial Planning, Inc holds 13,977 shares of VFQY stock, worth $1.95 Million. This represents 1.27% of its overall portfolio holdings.
Number of Shares
13,977
Previous 9,078
53.97%
Holding current value
$1.95 Million
Previous $1.24 Billion
50.78%
% of portfolio
1.27%
Previous 0.87%
Shares
4 transactions
Others Institutions Holding VFQY
# of Institutions
78Shares Held
1.03MCall Options Held
0Put Options Held
0-
Armbruster Capital Management, Inc.180KShares$25.2 Million5.26% of portfolio
-
Systelligence, LLC127KShares$17.7 Million4.85% of portfolio
-
Symmetry Partners, LLC72.7KShares$10.1 Million0.5% of portfolio
-
Cedar Point Capital Partners, LLC Cedar Rapids, IA70.6KShares$9.84 Million7.08% of portfolio
-
Gyl Financial Synergies, LLC67.4KShares$9.39 Million0.71% of portfolio