Beacon Financial Planning, Inc Vanguard Mid Cap Growth Index Transaction History
Beacon Financial Planning, Inc
- $162 Billion
- Q3 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 3,979 shares of VOT stock, worth $992,999. This represents 0.6% of its overall portfolio holdings.
Number of Shares
3,979
Previous 3,969
0.25%
Holding current value
$992,999
Previous $911 Million
6.32%
% of portfolio
0.6%
Previous 0.62%
Shares
7 transactions
Others Institutions Holding VOT
# of Institutions
944Shares Held
38.7MCall Options Held
15.5KPut Options Held
4.4K-
Axiom Advisory, LLC San Diego, CA3.1MShares$774 Million6.91% of portfolio
-
Royal Bank Of Canada Toronto, A62.44MShares$610 Million0.13% of portfolio
-
Morgan Stanley New York, NY2.37MShares$591 Million0.04% of portfolio
-
Assetmark, Inc2.08MShares$519 Million1.49% of portfolio
-
Bank Of America Corp Charlotte, NC1.81MShares$451 Million0.04% of portfolio