Beacon Financial Planning, Inc Vanguard Small Cap ETF Transaction History

Beacon Financial Planning, Inc

  • $179 Billion
  • Q2 2025

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 26,658 shares of VB stock, worth $6.91 Million. This represents 3.53% of its overall portfolio holdings.

Number of Shares
26,658
Previous 27,409 2.74%
Holding current value
$6.91 Million
Previous $6.08 Billion 3.94%
% of portfolio
3.53%
Previous 3.49%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 15, 2025
SELL
$193.73 - $237.37 $145,491 - $178,264
-751 Reduced 2.74%
26,658 $6.32 Billion
Q1 2025

Apr 24, 2025
BUY
$217.89 - $252.64 $513,566 - $595,472
2,357 Added 9.41%
27,409 $6.08 Billion
Q4 2024

Jan 27, 2025
BUY
$233.76 - $261.58 $711,097 - $795,726
3,042 Added 13.82%
25,052 $6.02 Billion
Q3 2024

Oct 24, 2024
BUY
$214.77 - $237.72 $493,541 - $546,280
2,298 Added 11.66%
22,010 $5.22 Billion
Q2 2024

Jul 18, 2024
BUY
$210.76 - $226.94 $235,840 - $253,945
1,119 Added 6.02%
19,712 $4.3 Billion
Q1 2024

Apr 22, 2024
BUY
$204.0 - $228.59 $334,152 - $374,430
1,638 Added 9.66%
18,593 $4.25 Billion
Q4 2023

Jan 29, 2024
SELL
$175.26 - $215.9 $24,711 - $30,441
-141 Reduced 0.82%
16,955 $3.62 Billion
Q3 2023

Oct 24, 2023
BUY
$186.24 - $208.75 $338,211 - $379,090
1,816 Added 11.88%
17,096 $3.23 Billion
Q2 2023

Jul 19, 2023
BUY
$181.26 - $198.89 $199,023 - $218,381
1,098 Added 7.74%
15,280 $3.04 Billion
Q1 2023

May 04, 2023
BUY
$179.51 - $208.76 $123,682 - $143,835
689 Added 5.11%
14,182 $2.69 Billion
Q4 2022

Feb 15, 2023
BUY
$172.82 - $196.57 $2.33 Million - $2.65 Million
13,493 New
13,493 $2.48 Billion

Others Institutions Holding VB

# of Institutions
2,411
Shares Held
166M
Call Options Held
73.6K
Put Options Held
16.3K
View Full List

About VANGUARD SMALL-CAP ETF

VB Quotes by TradingView
  • Ticker VB
  • Sector ETFs
  • Industry ETFs
More about VB
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