BEACON FINANCIAL PLANNING, INC VB Holdings History
BEACON FINANCIAL PLANNING, INC's Vanguard Small Cap ETF Holding Summary
As of 2025-03-31, BEACON FINANCIAL PLANNING, INC held 27,409.00 shares of Vanguard Small Cap ETF(VB), totaling $6.08 Mil. This investment constitutes 3.49% of their stock portfolio, and BEACON FINANCIAL PLANNING, INC now holds 0.01% of the outstanding Vanguard Small Cap ETF(VB) stock.
The initial trade took place in 2022Q4. And since then BEACON FINANCIAL PLANNING, INC has made 8 purchases of VB, at an average price of $204.04, for a total of 27,550.00 shares. In addition, there have been 1 sales at an average price of $192.68 for 141.00 shares. Based on historical transaction data and VB's current price of $240.64, BEACON FINANCIAL PLANNING, INC's estimated gain on his VB holdings is $1.00 Mil, reflecting a 17.81% gain to date.
BEACON FINANCIAL PLANNING, INC VB ($240.64) Holding Chart
BEACON FINANCIAL PLANNING, INC VB ($240.64) 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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