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

Beacon Financial Planning, Inc

  • $179 Billion
  • Q2 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 $1.18 Million. This represents 0.63% of its overall portfolio holdings.

Number of Shares
3,990
Previous 3,990 -0.0%
Holding current value
$1.18 Million
Previous $976 Million 16.25%
% of portfolio
0.63%
Previous 0.56%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,124
Shares Held
40.2M
Call Options Held
18K
Put Options Held
7.8K
View Full List

About VANGUARD MID-CAP GROWTH INDEX

VOT Quotes by TradingView
  • Ticker VOT
  • Sector ETFs
  • Industry ETFs
More about VOT
Track This Portfolio

Track Beacon Financial Planning, Inc Portfolio

Follow Beacon Financial Planning, Inc and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email