Beacon Financial Planning, Inc Vanguard Wellington Fd U S Qua Transaction History

Beacon Financial Planning, Inc

$193 Billion
Q3 2025

A detailed history of Beacon Financial Planning, Inc transactions in Vanguard Wellington Fd U S Qua stock. As of the latest transaction made, Beacon Financial Planning, Inc holds 18,897 shares of VFQY stock, worth $2.81 Million. This represents 1.48% of its overall portfolio holdings.

Number of Shares

18,897

Previous 18,498 2.16%

Holding current value

$2.81 Million

Previous $2.66 Billion 7.2%

% of portfolio

1.48%

Previous 1.48%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 27, 2025	BUY	$142.94 - $152.69 $57,033 - $60,923	399 Added 2.16%	18,897 $2.85 Billion
Q2 2025 Jul 15, 2025	SELL	$118.46 - $143.72 $109,220 - $132,509	-922 Reduced 4.75%	18,498 $2.66 Billion
Q1 2025 Apr 24, 2025	BUY	$131.8 - $147.86 $43,625 - $48,941	331 Added 1.73%	19,420 $2.6 Billion
Q4 2024 Jan 27, 2025	BUY	$139.44 - $150.37 $68,465 - $73,831	491 Added 2.64%	19,089 $2.69 Billion
Q3 2024 Oct 24, 2024	BUY	$130.03 - $143.03 $600,868 - $660,941	4,621 Added 33.06%	18,598 $2.66 Billion

Q2 2024 Jul 18, 2024	BUY	$128.05 - $136.02 $627,316 - $666,361	4,899 Added 53.97%	13,977 $1.87 Billion
Q1 2024 Apr 22, 2024	BUY	$123.23 - $136.93 $546,894 - $607,695	4,438 Added 95.65%	9,078 $1.24 Billion
Q4 2023 Jan 29, 2024	BUY	$106.56 - $127.53 $140,232 - $167,829	1,316 Added 39.59%	4,640 $587 Million
Q3 2023 Oct 24, 2023	BUY	$110.74 - $119.2 $368,099 - $396,220	3,324 New	3,324 $373 Million

Others Institutions Holding VFQY

# of Institutions

Shares Held

1.14M

Call Options Held

Put Options Held

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About VANGUARD WELLINGTON FD U S QUA

Ticker VFQY
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Beacon Financial Planning, Inc Vanguard Wellington Fd U S Qua Transaction History