Beacon Financial Strategies Corp Vanguard Dividend Appreciation Transaction History
Beacon Financial Strategies Corp
- $169 Billion
- Q3 2025
A detailed history of Beacon Financial Strategies Corp transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Beacon Financial Strategies Corp holds 2,562 shares of VIG stock, worth $466,668. This represents 0.33% of its overall portfolio holdings.
Number of Shares
2,562
Previous 2,704
5.25%
Holding current value
$466,668
Previous $553 Million
0.13%
% of portfolio
0.33%
Previous 0.35%
Shares
16 transactions
Others Institutions Holding VIG
# of Institutions
2,653Shares Held
225MCall Options Held
502KPut Options Held
109K-
Bank Of America Corp Charlotte, NC21.3MShares$3.88 Billion0.27% of portfolio
-
Morgan Stanley New York, NY12.5MShares$2.28 Billion0.14% of portfolio
-
Wells Fargo & Company San Francisco, CA10.6MShares$1.93 Billion0.38% of portfolio
-
Vanguard Group Inc Valley Forge, PA10.6MShares$1.92 Billion0.03% of portfolio
-
Wealthfront Advisers LLC9.59MShares$1.75 Billion4.2% of portfolio