BEACON FINANCIAL GROUP VTV Holdings History
BEACON FINANCIAL GROUP's Vanguard Value ETF Holding Summary
As of 2025-06-30, BEACON FINANCIAL GROUP held 77,496.00 shares of Vanguard Value ETF(VTV), totaling $13.70 Mil. This investment constitutes 1.43% 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 6 purchases of VTV, at an average price of $165.01, for a total of 77,496.00 shares. Based on historical transaction data and VTV's current price of $178.44, BEACON FINANCIAL GROUP's estimated gain on his VTV holdings is $1.04 Mil, reflecting a 8.14% gain to date.
BEACON FINANCIAL GROUP VTV ($178.44) Holding Chart
BEACON FINANCIAL GROUP VTV ($178.44) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
