Beacon Financial Strategies Corp Vanguard Transaction History
Beacon Financial Strategies Corp
- $159 Billion
- Q2 2025
A detailed history of Beacon Financial Strategies Corp transactions in Vanguard stock. As of the latest transaction made, Beacon Financial Strategies Corp holds 130,473 shares of VGSH stock, worth $7.67 Million. This represents 4.82% of its overall portfolio holdings.
Number of Shares
130,473
Previous 130,293
0.14%
Holding current value
$7.67 Million
Previous $7.65 Billion
0.29%
% of portfolio
4.82%
Previous 5.16%
Shares
13 transactions
Others Institutions Holding VGSH
# of Institutions
1,050Shares Held
285MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY43.5MShares$2.56 Billion0.2% of portfolio
-
Morgan Stanley New York, NY20.5MShares$1.2 Billion0.08% of portfolio
-
Bank Of America Corp Charlotte, NC8.74MShares$514 Million0.04% of portfolio
-
Orgel Wealth Management, LLC7.3MShares$429 Million10.92% of portfolio
-
Northern Trust Corp Chicago, IL6.69MShares$394 Million0.06% of portfolio