A detailed history of Beacon Investment Advisory Services, Inc. transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Beacon Investment Advisory Services, Inc. holds 2,052 shares of VO stock, worth $561,304. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,052
Previous 1,802 13.87%
Holding current value
$561,304
Previous $436,000 24.08%
% of portfolio
0.02%
Previous 0.02%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$237.84 - $263.83 $59,460 - $65,957
250 Added 13.87%
2,052 $541,000
Q4 2023

Feb 12, 2024

SELL
$195.66 - $233.95 $1,565 - $1,871
-8 Reduced 0.44%
1,802 $419,000
Q3 2023

Oct 31, 2023

BUY
$206.6 - $228.23 $1,652 - $1,825
8 Added 0.44%
1,810 $376,000
Q2 2023

Jul 21, 2023

BUY
$203.43 - $220.16 $37,431 - $40,509
184 Added 11.37%
1,802 $396,000
Q1 2023

May 04, 2023

SELL
$200.2 - $225.98 $9,409 - $10,621
-47 Reduced 2.82%
1,618 $341,000
Q4 2022

Jan 13, 2023

BUY
$186.57 - $217.26 $310,639 - $361,737
1,665 New
1,665 $0
Q2 2022

Jul 21, 2022

BUY
$190.36 - $240.41 $11,040 - $13,943
58 Added 5.71%
1,073 $211,000
Q1 2021

May 21, 2021

SELL
$203.74 - $225.89 $1,018 - $1,129
-5 Reduced 0.49%
1,015 $225,000
Q4 2020

Feb 08, 2021

BUY
$176.14 - $208.21 $179,662 - $212,374
1,020 New
1,020 $211,000

Others Institutions Holding VO

About VANGUARD MID-CAP ETF


  • Ticker VO
  • Sector ETFs
  • Industry ETFs
More about VO
Track This Portfolio

Track Beacon Investment Advisory Services, Inc. Portfolio

Follow Beacon Investment Advisory Services, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Beacon Investment Advisory Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Beacon Investment Advisory Services, Inc. with notifications on news.