Beacon Financial Advisory LLC Vanguard Value ETF Transaction History
Beacon Financial Advisory LLC
- $270 Million
- Q3 2024
A detailed history of Beacon Financial Advisory LLC transactions in Vanguard Value ETF stock. As of the latest transaction made, Beacon Financial Advisory LLC holds 14,770 shares of VTV stock, worth $2.52 Million. This represents 0.96% of its overall portfolio holdings.
Number of Shares
14,770
Previous 12,857
14.88%
Holding current value
$2.52 Million
Previous $2.06 Million
25.02%
% of portfolio
0.96%
Previous 0.83%
Shares
13 transactions
Others Institutions Holding VTV
# of Institutions
2,293Shares Held
536MCall Options Held
248KPut Options Held
266K-
Bank Of America Corp Charlotte, NC118MShares$20.1 Billion1.74% of portfolio
-
Jones Financial Companies Lllp52.2MShares$8.89 Billion9.35% of portfolio
-
Morgan Stanley New York, NY29.1MShares$4.95 Billion0.37% of portfolio
-
International Assets Investment Management, LLC Orlando, FL20.3MShares$3.46 Billion0.24% of portfolio
-
Envestnet Asset Management Inc19.8MShares$3.37 Billion1.14% of portfolio