Beacon Financial Advisory LLC Vanguard Mid Cap Value Index F Transaction History

Beacon Financial Advisory LLC

  • $193 Million
  • Q1 2024

A detailed history of Beacon Financial Advisory LLC transactions in Vanguard Mid Cap Value Index F stock. As of the latest transaction made, Beacon Financial Advisory LLC holds 2,442 shares of VOE stock, worth $365,054. This represents 0.2% of its overall portfolio holdings.

Number of Shares
2,442
Previous 3,064 20.3%
Holding current value
$365,054
Previous $444,000 14.41%
% of portfolio
0.2%
Previous 0.22%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 01, 2024
SELL
$141.07 - $155.91 $87,745 - $96,976
-622 Reduced 20.3%
2,442 $380,000
Q4 2023

Jan 23, 2024
SELL
$124.27 - $145.8 $26,220 - $30,763
-211 Reduced 6.44%
3,064 $444,000
Q3 2023

Oct 25, 2023
SELL
$130.77 - $144.24 $14,384 - $15,866
-110 Reduced 3.25%
3,275 $428,000
Q2 2023

Jul 17, 2023
BUY
$127.92 - $138.38 $7,419 - $8,026
58 Added 1.74%
3,385 $468,000
Q1 2023

Apr 18, 2023
BUY
$126.74 - $147.12 $6,843 - $7,944
54 Added 1.65%
3,327 $446,000
Q4 2022

Jan 20, 2023
BUY
$132.21 - $142.75 $71,261 - $76,942
539 Added 19.71%
3,273 $0
Q3 2022

Oct 21, 2022
SELL
N/A
-995 Reduced 26.68%
2,734 $367,000
Q2 2022

Jul 25, 2022
BUY
N/A
521 Added 16.24%
3,729 $483,000
Q1 2022

Apr 27, 2022
BUY
N/A
369 Added 13.0%
3,208 $480,000
Q4 2021

Jan 21, 2022
BUY
N/A
1 Added 0.04%
2,839 $427,000
Q3 2021

Nov 15, 2021
SELL
N/A
-19 Reduced 0.67%
2,838 $396,000
Q2 2021

Jul 14, 2021
BUY
N/A
31 Added 1.1%
2,857 $401,000
Q1 2021

Apr 20, 2021
SELL
N/A
-776 Reduced 21.54%
2,826 $381,000
Q4 2020

Jan 25, 2021
BUY
N/A
96 Added 2.74%
3,602 $428,000
Q3 2020

Oct 08, 2020
SELL
N/A
-327 Reduced 8.53%
3,506 $355,000
Q2 2020

Jul 07, 2020
SELL
N/A
-153 Reduced 3.84%
3,833 $366,000
Q1 2020

Apr 15, 2020
SELL
N/A
-204 Reduced 4.87%
3,986 $324,000
Q4 2019

Jan 24, 2020
BUY
N/A
4,190 New
4,190 $499,000

Others Institutions Holding VOE

# of Institutions
1,032
Shares Held
65.8M
Call Options Held
40.7K
Put Options Held
1.3K
View Full List

About VANGUARD MID-CAP VALUE INDEX F

VOE Quotes by TradingView
  • Ticker VOE
  • Sector ETFs
  • Industry ETFs
More about VOE
Track This Portfolio

Track Beacon Financial Advisory LLC Portfolio

Follow Beacon Financial Advisory LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Beacon Financial Advisory LLC, based on Form 13F filings with the SEC.

News

Stay updated on Beacon Financial Advisory LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email