Beacon Financial Planning, Inc Vanguard Mid Cap Growth Index Transaction History

Beacon Financial Planning, Inc

$174 Billion
Q1 2025

A detailed history of Beacon Financial Planning, Inc transactions in Vanguard Mid Cap Growth Index stock. As of the latest transaction made, Beacon Financial Planning, Inc holds 3,990 shares of VOT stock, worth $993,111. This represents 0.56% of its overall portfolio holdings.

Number of Shares

3,990

Previous 3,984 0.15%

Holding current value

$993,111

Previous $1.01 Billion 3.46%

% of portfolio

0.56%

Previous 0.59%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 24, 2025	BUY	$237.72 - $276.98 $1,426 - $1,661	6 Added 0.15%	3,990 $976 Million
Q4 2024 Jan 27, 2025	BUY	$241.48 - $274.89 $1,207 - $1,374	5 Added 0.13%	3,984 $1.01 Billion
Q3 2024 Oct 24, 2024	BUY	$218.05 - $243.47 $2,180 - $2,434	10 Added 0.25%	3,979 $969 Million
Q1 2024 Apr 22, 2024	BUY	$212.21 - $235.79 $1,061 - $1,178	5 Added 0.13%	3,969 $936 Million
Q4 2023 Jan 29, 2024	BUY	$180.9 - $221.2 $1,266 - $1,548	7 Added 0.18%	3,964 $870 Million
Q3 2023 Oct 24, 2023	BUY	$191.65 - $213.93 $958 - $1,069	5 Added 0.13%	3,957 $771 Million
Q2 2023 Jul 19, 2023	BUY	$186.22 - $205.77 $1,117 - $1,234	6 Added 0.15%	3,952 $813 Million
Q1 2023 May 04, 2023	BUY	$177.43 - $203.61 $1,419 - $1,628	8 Added 0.2%	3,946 $769 Million
Q4 2022 Feb 15, 2023	BUY	$165.84 - $193.83 $653,077 - $763,302	3,938 New	3,938 $708 Million

Others Institutions Holding VOT

# of Institutions

1,067

Shares Held

40M

Call Options Held

16.8K

Put Options Held

2.7K

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Beacon Financial Planning, Inc Vanguard Mid Cap Growth Index Transaction History