Beacon Financial Planning, Inc Vanguard Index Fds S&P 500 ETF Transaction History

Beacon Financial Planning, Inc

$172 Billion
Q4 2024

A detailed history of Beacon Financial Planning, Inc transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Beacon Financial Planning, Inc holds 1,110 shares of VOO stock, worth $572,660. This represents 0.35% of its overall portfolio holdings.

Number of Shares

1,110

Previous 1,168 4.97%

Holding current value

$572,660

Previous $616 Million 2.97%

% of portfolio

0.35%

Previous 0.38%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	SELL	$521.84 - $558.82 $30,266 - $32,411	-58 Reduced 4.97%	1,110 $598 Million
Q3 2024 Oct 24, 2024	BUY	$475.2 - $527.7 $19,483 - $21,635	41 Added 3.64%	1,168 $616 Million
Q2 2024 Jul 18, 2024	SELL	$455.1 - $504.28 $67,354 - $74,633	-148 Reduced 11.61%	1,127 $564 Million
Q1 2024 Apr 22, 2024	SELL	$429.43 - $481.35 $58,402 - $65,463	-136 Reduced 9.64%	1,275 $613 Million
Q4 2023 Jan 29, 2024	SELL	$377.32 - $438.19 $15,470 - $17,965	-41 Reduced 2.82%	1,411 $616 Million
Q3 2023 Oct 24, 2023	BUY	$392.7 - $420.68 $2,356 - $2,524	6 Added 0.41%	1,452 $570 Million
Q1 2023 May 04, 2023	BUY	$348.66 - $382.94 $2,091 - $2,297	6 Added 0.42%	1,446 $544 Million
Q4 2022 Feb 15, 2023	BUY	$327.64 - $374.54 $471,801 - $539,337	1,440 New	1,440 $506 Million

Others Institutions Holding VOO

# of Institutions

3,542

Shares Held

474M

Call Options Held

2.36M

Put Options Held

2.13M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
Sector ETFs
Industry ETFs

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Beacon Financial Planning, Inc Vanguard Index Fds S&P 500 ETF Transaction History