BEACON FINANCIAL PLANNING, INC VOOV Holdings History
BEACON FINANCIAL PLANNING, INC's Vanguard S&P 500 Value ETF Holding Summary
As of 2025-06-30, BEACON FINANCIAL PLANNING, INC held 9,504.00 shares of Vanguard S&P 500 Value ETF(VOOV), totaling $1.79 Mil. This investment constitutes 1% of their stock portfolio, and BEACON FINANCIAL PLANNING, INC now holds 0.03% of the outstanding Vanguard S&P 500 Value ETF(VOOV) stock.
The initial trade took place in 2024Q3. And since then BEACON FINANCIAL PLANNING, INC has made 4 purchases of VOOV, at an average price of $187.73, for a total of 9,504.00 shares. Based on historical transaction data and VOOV's current price of $191.18, BEACON FINANCIAL PLANNING, INC's estimated gain on his VOOV holdings is $32,779.29, reflecting a 1.84% gain to date.
BEACON FINANCIAL PLANNING, INC VOOV ($191.18) Holding Chart
BEACON FINANCIAL PLANNING, INC VOOV ($191.18) 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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