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

Beacon Financial Planning, Inc

$162 Billion
Q3 2024

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 3,979 shares of VOT stock, worth $1.03 Million. This represents 0.6% of its overall portfolio holdings.

Number of Shares

3,979

Previous 3,969 0.25%

Holding current value

$1.03 Million

Previous $911 Million 6.32%

% of portfolio

0.6%

Previous 0.62%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

977

Shares Held

38.1M

Call Options Held

26.7K

Put Options Held

5.6K

View Full List

About VANGUARD MID-CAP GROWTH INDEX

Ticker VOT
Sector ETFs
Industry ETFs

More about VOT

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Beacon Financial Planning, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Beacon Financial Planning, Inc with notifications on news.

Account

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