Beacon Financial Planning, Inc Vanguard Mid Cap Growth Index Transaction History
Beacon Financial Planning, Inc
- $172 Billion
- Q4 2024
A detailed history of Beacon Financial Planning, Inc transactions in Vanguard Mid Cap Growth Index stock. As of the latest transaction made, Beacon Financial Planning, Inc holds 3,984 shares of VOT stock, worth $1.09 Million. This represents 0.59% of its overall portfolio holdings.
Number of Shares
3,984
Previous 3,979
0.13%
Holding current value
$1.09 Million
Previous $969 Million
4.37%
% of portfolio
0.59%
Previous 0.6%
Shares
8 transactions
Others Institutions Holding VOT
# of Institutions
1,049Shares Held
42.2MCall Options Held
16.8KPut Options Held
2.7K-
Axiom Advisory, LLC San Diego, CA3.1MShares$846 Million6.91% of portfolio
-
Royal Bank Of Canada Toronto, A62.87MShares$784 Million0.15% of portfolio
-
Morgan Stanley New York, NY2.72MShares$741 Million0.05% of portfolio
-
Assetmark, Inc2.29MShares$624 Million1.59% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX1.86MShares$506 Million0.34% of portfolio