BEACON FINANCIAL GROUP VTV Holdings History
BEACON FINANCIAL GROUP's Vanguard Value ETF Holding Summary
As of 2025-03-31, BEACON FINANCIAL GROUP held 61,883.00 shares of Vanguard Value ETF(VTV), totaling $10.69 Mil. This investment constitutes 1.17% of their stock portfolio, and BEACON FINANCIAL GROUP now holds 0.01% of the outstanding Vanguard Value ETF(VTV) stock.
The initial trade took place in 2024Q1. And since then BEACON FINANCIAL GROUP has made 5 purchases of VTV, at an average price of $164.01, for a total of 61,883.00 shares. Based on historical transaction data and VTV's current price of $176.74, BEACON FINANCIAL GROUP's estimated gain on his VTV holdings is $787,683.98, reflecting a 7.76% gain to date.
BEACON FINANCIAL GROUP VTV ($176.74) Holding Chart
BEACON FINANCIAL GROUP VTV ($176.74) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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