Vanguard Total Stock Market ETF shares owned by Beacon Financial Advisory
Quarter-by-quarter ownership of Vanguard Total Stock Market ETF (VTI) shares owned by Beacon Financial Advisory
from 13F filings
Historical chart of Beacon Financial Advisory investment in Vanguard Total Stock Market ETF
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Quarterly reported holdings in Vanguard Total Stock Market ETF by Beacon Financial Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $377k | 1.4k | 259.94 |
| 2023-12-31 | $347k | 1.5k | 237.14 |
| 2023-09-30 | $213k | 1.0k | 212.48 |
| 2023-06-30 | $217k | 986 | 220.34 |
| 2023-03-31 | $201k | 985 | 204.14 |
| 2022-09-30 | $281k | 1.6k | 179.32 |
| 2022-06-30 | $3.4M | 18k | 188.64 |
| 2022-03-31 | $5.0M | 22k | 227.69 |
| 2021-12-31 | $4.7M | 20k | 241.42 |
| 2021-09-30 | $3.9M | 18k | 222.08 |
| 2021-06-30 | $3.7M | 17k | 222.84 |
| 2021-03-31 | $2.8M | 13k | 206.69 |
| 2020-12-31 | $1.7M | 8.8k | 194.63 |
| 2020-09-30 | $428k | 2.5k | 170.11 |
| 2020-06-30 | $382k | 2.4k | 156.11 |
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