Beacon Financial Advisory LLC Vanguard Small Cap Value ETF Transaction History
Beacon Financial Advisory LLC
- $280 Million
- Q4 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 5,454 shares of VBR stock, worth $1.03 Million. This represents 0.39% of its overall portfolio holdings.
Number of Shares
5,454
Previous 5,438
0.29%
Holding current value
$1.03 Million
Previous $1.09 Million
1.01%
% of portfolio
0.39%
Previous 0.4%
Shares
20 transactions
Others Institutions Holding VBR
# of Institutions
1,709Shares Held
96.2MCall Options Held
56.1KPut Options Held
9.5K-
Bank Of America Corp Charlotte, NC18.5MShares$3.48 Billion0.31% of portfolio
-
Assetmark, Inc4MShares$755 Million2.18% of portfolio
-
Morgan Stanley New York, NY3.86MShares$728 Million0.05% of portfolio
-
Betterment LLC New York, NY3.55MShares$670 Million1.69% of portfolio
-
Jones Financial Companies Lllp2.4MShares$453 Million0.45% of portfolio