Beacon Financial Planning, Inc Vanguard Star Fd Vanguard Tota Transaction History

Beacon Financial Planning, Inc

$172 Billion
Q4 2024

A detailed history of Beacon Financial Planning, Inc transactions in Vanguard Star Fd Vanguard Tota stock. As of the latest transaction made, Beacon Financial Planning, Inc holds 4,457 shares of VXUS stock, worth $271,520. This represents 0.15% of its overall portfolio holdings.

Number of Shares

4,457

Previous 4,408 1.11%

Holding current value

$271,520

Previous $285 Million 7.96%

% of portfolio

0.15%

Previous 0.18%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	BUY	$58.88 - $64.8 $2,885 - $3,175	49 Added 1.11%	4,457 $263 Million
Q3 2024 Oct 24, 2024	SELL	$58.03 - $65.37 $2,205 - $2,484	-38 Reduced 0.85%	4,408 $285 Million
Q2 2024 Jul 18, 2024	SELL	$57.86 - $62.21 $38,824 - $41,742	-671 Reduced 13.11%	4,446 $268 Million
Q1 2024 Apr 22, 2024	SELL	$55.74 - $60.35 $33,778 - $36,572	-606 Reduced 10.59%	5,117 $309 Million
Q4 2023 Jan 29, 2024	BUY	$51.06 - $57.96 $4,135 - $4,694	81 Added 1.44%	5,723 $332 Million
Q3 2023 Oct 24, 2023	BUY	$53.3 - $58.26 $1,599 - $1,747	30 Added 0.53%	5,642 $302 Million
Q2 2023 Jul 19, 2023	BUY	$54.28 - $57.76 $4,125 - $4,389	76 Added 1.37%	5,612 $315 Million
Q1 2023 May 04, 2023	BUY	$52.07 - $56.74 $6,196 - $6,752	119 Added 2.2%	5,536 $306 Million
Q4 2022 Feb 15, 2023	BUY	$45.45 - $53.83 $246,202 - $291,597	5,417 New	5,417 $280 Million

Others Institutions Holding VXUS

# of Institutions

1,298

Shares Held

307M

Call Options Held

160K

Put Options Held

71.7K

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About VANGUARD STAR FD VANGUARD TOTA

Ticker VXUS
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Beacon Financial Planning, Inc Vanguard Star Fd Vanguard Tota Transaction History