Beacon Financial Advisory LLC Vanguard Index Fds S&P 500 ETF Transaction History
Beacon Financial Advisory LLC
- $193 Million
- Q1 2024
A detailed history of Beacon Financial Advisory LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Beacon Financial Advisory LLC holds 2,851 shares of VOO stock, worth $1.41 Million. This represents 0.71% of its overall portfolio holdings.
Number of Shares
2,851
Previous 2,915
2.2%
Holding current value
$1.41 Million
Previous $1.27 Million
7.62%
% of portfolio
0.71%
Previous 0.63%
Shares
16 transactions
Others Institutions Holding VOO
# of Institutions
2,912Shares Held
362MCall Options Held
2.32MPut Options Held
2.05M-
Vanguard Group Inc Valley Forge, PA25.4MShares$12.6 Billion0.25% of portfolio
-
Raymond James & Associates St Petersburg, FL23.1MShares$11.4 Billion7.69% of portfolio
-
Bank Of America Corp Charlotte, NC22.6MShares$11.2 Billion1.03% of portfolio
-
Jpmorgan Chase & CO New York, NY21.2MShares$10.5 Billion0.93% of portfolio
-
Morgan Stanley New York, NY19.5MShares$9.66 Billion0.76% of portfolio