Beacon Financial Advisory LLC Vanguard Small Cap Value ETF Transaction History
Beacon Financial Advisory LLC
- $249 Million
- Q2 2024
A detailed history of Beacon Financial Advisory LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Beacon Financial Advisory LLC holds 5,522 shares of VBR stock, worth $1.1 Million. This represents 0.4% of its overall portfolio holdings.
Number of Shares
5,522
Previous 5,522
-0.0%
Holding current value
$1.1 Million
Previous $1.06 Million
4.91%
% of portfolio
0.4%
Previous 0.55%
Shares
18 transactions
Others Institutions Holding VBR
# of Institutions
1,464Shares Held
90.5MCall Options Held
44.8KPut Options Held
20.6K-
Bank Of America Corp Charlotte, NC16.8MShares$3.35 Billion0.27% of portfolio
-
Morgan Stanley New York, NY3.88MShares$774 Million0.06% of portfolio
-
Betterment LLC New York, NY3.83MShares$765 Million1.81% of portfolio
-
Assetmark, Inc3.68MShares$734 Million2.09% of portfolio
-
Jones Financial Companies Lllp2.35MShares$469 Million0.5% of portfolio