Beacon Financial Planning, Inc Vanguard Small Cap ETF Transaction History

Beacon Financial Planning, Inc

$172 Billion
Q4 2024

A detailed history of Beacon Financial Planning, Inc transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Beacon Financial Planning, Inc holds 25,052 shares of VB stock, worth $5.95 Million. This represents 3.5% of its overall portfolio holdings.

Number of Shares

25,052

Previous 22,010 13.82%

Holding current value

$5.95 Million

Previous $5.22 Billion 15.29%

% of portfolio

3.5%

Previous 3.22%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	BUY	$233.76 - $261.58 $711,097 - $795,726	3,042 Added 13.82%	25,052 $6.02 Billion
Q3 2024 Oct 24, 2024	BUY	$214.77 - $237.72 $493,541 - $546,280	2,298 Added 11.66%	22,010 $5.22 Billion
Q2 2024 Jul 18, 2024	BUY	$210.76 - $226.94 $235,840 - $253,945	1,119 Added 6.02%	19,712 $4.3 Billion
Q1 2024 Apr 22, 2024	BUY	$204.0 - $228.59 $334,152 - $374,430	1,638 Added 9.66%	18,593 $4.25 Billion
Q4 2023 Jan 29, 2024	SELL	$175.26 - $215.9 $24,711 - $30,441	-141 Reduced 0.82%	16,955 $3.62 Billion
Q3 2023 Oct 24, 2023	BUY	$186.24 - $208.75 $338,211 - $379,090	1,816 Added 11.88%	17,096 $3.23 Billion
Q2 2023 Jul 19, 2023	BUY	$181.26 - $198.89 $199,023 - $218,381	1,098 Added 7.74%	15,280 $3.04 Billion
Q1 2023 May 04, 2023	BUY	$179.51 - $208.76 $123,682 - $143,835	689 Added 5.11%	14,182 $2.69 Billion
Q4 2022 Feb 15, 2023	BUY	$172.82 - $196.57 $2.33 Million - $2.65 Million	13,493 New	13,493 $2.48 Billion

Others Institutions Holding VB

# of Institutions

2,326

Shares Held

160M

Call Options Held

74.8K

Put Options Held

50.8K

View Full List

About VANGUARD SMALL-CAP ETF

Ticker VB
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Beacon Financial Planning, Inc Vanguard Small Cap ETF Transaction History