Beacon Financial Strategies Corp Vanguard Transaction History
Beacon Financial Strategies Corp
- $169 Billion
- Q3 2025
A detailed history of Beacon Financial Strategies Corp transactions in Vanguard stock. As of the latest transaction made, Beacon Financial Strategies Corp holds 135,078 shares of VGSH stock, worth $7.93 Million. This represents 4.69% of its overall portfolio holdings.
Number of Shares
135,078
Previous 130,473
3.53%
Holding current value
$7.93 Million
Previous $7.67 Billion
3.65%
% of portfolio
4.69%
Previous 4.82%
Shares
14 transactions
Others Institutions Holding VGSH
# of Institutions
1,063Shares Held
267MCall Options Held
3.3KPut Options Held
0-
Jpmorgan Chase & CO New York, NY25.6MShares$1.5 Billion0.1% of portfolio
-
Morgan Stanley New York, NY22.1MShares$1.3 Billion0.08% of portfolio
-
Bank Of America Corp Charlotte, NC9.9MShares$581 Million0.04% of portfolio
-
Northern Trust Corp Chicago, IL8.09MShares$475 Million0.06% of portfolio
-
Orgel Wealth Management, LLC7.53MShares$442 Million10.66% of portfolio