Beacon Financial Planning, Inc Vanguard Growth ETF Transaction History
Beacon Financial Planning, Inc
- $174 Billion
- Q1 2025
A detailed history of Beacon Financial Planning, Inc transactions in Vanguard Growth ETF stock. As of the latest transaction made, Beacon Financial Planning, Inc holds 868 shares of VUG stock, worth $328,355. This represents 0.18% of its overall portfolio holdings.
Number of Shares
868
Previous 867
0.12%
Holding current value
$328,355
Previous $356 Million
9.54%
% of portfolio
0.18%
Previous 0.21%
Shares
8 transactions
Others Institutions Holding VUG
# of Institutions
2,678Shares Held
260MCall Options Held
203KPut Options Held
275K-
Bank Of America Corp Charlotte, NC43.4MShares$16.4 Billion1.53% of portfolio
-
Jones Financial Companies Lllp28.6MShares$10.8 Billion11.19% of portfolio
-
Morgan Stanley New York, NY13.9MShares$5.27 Billion0.41% of portfolio
-
Envestnet Asset Management Inc8.05MShares$3.04 Billion1.0% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA7.6MShares$2.87 Billion6.58% of portfolio