Beacon Financial Planning, Inc Purchases and Sells in Q1 2024

Beacon Financial Planning, Inc

20 operations

Stock	Shares change	Price Range	Shares Held
SCHD	25.7K + 323.81%	$75.25 - $80.63 $1.93M - $2.07M	33.6K $2.71B
QQQ	1K + 2.35%	$396.28 - $446.38 $397K - $447K	43.7K $19.4B
IJH	185K + 392.8%	$56.98 - $284.98 $10.6M - $52.8M	233K $14.1B
FNDF	7.89K + 2.21%	$32.59 - $35.65 $257K - $281K	365K $13B
XSHQ	20.3K + 236.21%	$37.97 - $41.18 $771K - $836K	28.9K $1.19B
SPGP	5.84K + 35.59%	$94.23 - $106.49 $550K - $622K	22.3K $2.37B

2 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IBTF	10.5K New	$23.16 - $23.36 $242K - $244K	10.5K $243M
JEPI	3.64K New	$54.75 - $57.86 $200K - $211K	3.64K $211M

11 operations

Stock	Shares change	Price Range	Shares Held
GTO	-3.79K - 1.4%	$46.24 - $47.35 $175K - $179K	266K $12.5B
IXUS	-4.06K - 7.3%	$62.39 - $67.92 $253K - $275K	51.5K $3.5B
BOND	-631 - 2.49%	$90.6 - $92.67 $57.2K - $58.5K	24.7K $2.27B
VUG	-181 - 17.32%	$301.05 - $346.61 $54.5K - $62.7K	864 $297M
JNJ	-210 - 3.9%	$155.22 - $162.74 $32.6K - $34.2K	5.18K $819M
VXUS	-606 - 10.59%	$55.74 - $60.35 $33.8K - $36.6K	5.12K $309M

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