Beacon Financial Planning, Inc Vanguard Small Cap ETF Transaction History
Beacon Financial Planning, Inc
- $174 Billion
- Q1 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 27,409 shares of VB stock, worth $5.92 Million. This represents 3.49% of its overall portfolio holdings.
Number of Shares
27,409
Previous 25,052
9.41%
Holding current value
$5.92 Million
Previous $6.02 Billion
0.97%
% of portfolio
3.49%
Previous 3.5%
Shares
10 transactions
Others Institutions Holding VB
# of Institutions
2,347Shares Held
159MCall Options Held
74.8KPut Options Held
50.8K-
Bank Of America Corp Charlotte, NC24.8MShares$5.36 Billion0.51% of portfolio
-
Morgan Stanley New York, NY7.54MShares$1.63 Billion0.13% of portfolio
-
Jones Financial Companies Lllp7.33MShares$1.59 Billion1.68% of portfolio
-
Wells Fargo & Company San Francisco, CA5.67MShares$1.23 Billion0.32% of portfolio
-
Envestnet Asset Management Inc4.96MShares$1.07 Billion0.37% of portfolio