Beacon Financial Planning, Inc Vanguard Wellington Fd U S Qua Transaction History

Beacon Financial Planning, Inc

  • $143 Billion
  • Q1 2024

A detailed history of Beacon Financial Planning, Inc transactions in Vanguard Wellington Fd U S Qua stock. As of the latest transaction made, Beacon Financial Planning, Inc holds 9,078 shares of VFQY stock, worth $1.22 Million. This represents 0.87% of its overall portfolio holdings.

Number of Shares
9,078
Previous 4,640 95.65%
Holding current value
$1.22 Million
Previous $587 Million 111.86%
% of portfolio
0.87%
Previous 0.46%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 22, 2024
BUY
$123.23 - $136.93 $546,894 - $607,695
4,438 Added 95.65%
9,078 $1.24 Billion
Q4 2023

Jan 29, 2024
BUY
$106.56 - $127.53 $140,232 - $167,829
1,316 Added 39.59%
4,640 $587 Million
Q3 2023

Oct 24, 2023
BUY
$110.74 - $119.2 $368,099 - $396,220
3,324 New
3,324 $373 Million

Others Institutions Holding VFQY

# of Institutions
78
Shares Held
1.04M
Call Options Held
0
Put Options Held
0
View Full List

About VANGUARD WELLINGTON FD U S QUA

VFQY Quotes by TradingView
  • Ticker VFQY
  • Sector ETFs
  • Industry ETFs
More about VFQY
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