Beacon Financial Planning, Inc Vanguard Dividend Appreciation Transaction History

Beacon Financial Planning, Inc

$193 Billion
Q3 2025

A detailed history of Beacon Financial Planning, Inc transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Beacon Financial Planning, Inc holds 2,662 shares of VIG stock, worth $484,883. This represents 0.3% of its overall portfolio holdings.

Number of Shares

2,662

Previous 2,662 -0.0%

Holding current value

$484,883

Previous $545 Million 5.43%

% of portfolio

0.3%

Previous 0.3%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	SELL	N/A	-46 Reduced 1.7%	2,662 $521 Million
Q3 2024 Oct 24, 2024	BUY	$182.15 - $182.15 $1,275 - $1,275	7 Added 0.26%	2,708 $536 Million
Q1 2024 Apr 22, 2024	BUY	$168.47 - $182.98 $842 - $914	5 Added 0.19%	2,701 $493 Million
Q4 2023 Jan 29, 2024	BUY	$150.16 - $171.16 $2,102 - $2,396	14 Added 0.52%	2,696 $459 Million
Q3 2023 Oct 24, 2023	BUY	$155.38 - $166.95 $155 - $166	1 Added 0.04%	2,682 $417 Million

Q2 2023 Jul 19, 2023	SELL	$152.74 - $162.43 $80,188 - $85,275	-525 Reduced 16.38%	2,681 $435 Million
Q1 2023 May 04, 2023	BUY	$147.24 - $158.33 $588 - $633	4 Added 0.12%	3,206 $494 Million
Q4 2022 Feb 15, 2023	BUY	$144.84 - $158.71 $463,777 - $508,189	3,202 New	3,202 $486 Million

Others Institutions Holding VIG

# of Institutions

2,659

Shares Held

226M

Call Options Held

502K

Put Options Held

109K

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Beacon Financial Planning, Inc Vanguard Dividend Appreciation Transaction History