Beacon Financial Advisory LLC Vanguard Total World Stk Index Transaction History
Beacon Financial Advisory LLC
- $193 Million
- Q1 2024
A detailed history of Beacon Financial Advisory LLC transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Beacon Financial Advisory LLC holds 2,638 shares of VT stock, worth $296,115. This represents 0.15% of its overall portfolio holdings.
Number of Shares
2,638
Previous 2,759
4.39%
Holding current value
$296,115
Previous $283,000
2.83%
% of portfolio
0.15%
Previous 0.14%
Shares
18 transactions
Others Institutions Holding VT
# of Institutions
936Shares Held
86.9MCall Options Held
203KPut Options Held
44.2K-
Texas Treasury Safekeeping Trust CO Austin, TX14.9MShares$1.67 Billion2.39% of portfolio
-
Morgan Stanley New York, NY3.95MShares$443 Million0.04% of portfolio
-
Cambridge Associates LLC Boston, MA3.51MShares$394 Million20.78% of portfolio
-
Bank Of America Corp Charlotte, NC2.72MShares$305 Million0.03% of portfolio
-
Edgehill Endowment Partners, LLC2.63MShares$295 Million35.59% of portfolio