Beacon Financial Planning, Inc Vanguard Small Cap ETF Transaction History
Beacon Financial Planning, Inc
- $143 Billion
- Q1 2024
A detailed history of Beacon Financial Planning, Inc transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Beacon Financial Planning, Inc holds 18,593 shares of VB stock, worth $4.02 Million. This represents 2.97% of its overall portfolio holdings.
Number of Shares
18,593
Previous 16,955
9.66%
Holding current value
$4.02 Million
Previous $3.62 Billion
17.51%
% of portfolio
2.97%
Previous 2.83%
Shares
6 transactions
Others Institutions Holding VB
# of Institutions
1,973Shares Held
144MCall Options Held
176KPut Options Held
90.8K-
Bank Of America Corp Charlotte, NC24.1MShares$5.2 Billion0.52% of portfolio
-
Morgan Stanley New York, NY7.19MShares$1.55 Billion0.13% of portfolio
-
Jones Financial Companies Lllp6.8MShares$1.47 Billion2.12% of portfolio
-
Envestnet Asset Management Inc4.68MShares$1.01 Billion0.41% of portfolio
-
Wells Fargo & Company San Francisco, CA4.38MShares$947 Million0.24% of portfolio