Vanguard Growth ETF shares owned by Beacon Financial Advisory
Quarter-by-quarter ownership of Vanguard Growth ETF (VUG) shares owned by Beacon Financial Advisory
from 13F filings
Historical chart of Beacon Financial Advisory investment in Vanguard Growth ETF
Tip: Access up to 7 years of quarterly data
All positions including Vanguard Growth ETF held by Beacon Financial Advisory consolidated in one spreadsheet with up to 7 years of data
Download as csv

Quarterly reported holdings in Vanguard Growth ETF by Beacon Financial Advisory
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-12-31 | $1.1M | 2.6k | 410.38 |
2024-09-30 | $909k | 2.4k | 383.96 |
2024-06-30 | $898k | 2.4k | 374.00 |
2024-03-31 | $823k | 2.4k | 344.19 |
2023-12-31 | $781k | 2.5k | 310.86 |
2023-09-30 | $669k | 2.5k | 272.36 |
2023-06-30 | $430k | 1.5k | 283.04 |
2023-03-31 | $354k | 1.4k | 249.50 |
2022-12-31 | $205k | 960 | 213.11 |
2022-09-30 | $206k | 961 | 214.36 |
2022-03-31 | $289k | 1.0k | 287.56 |
2021-12-31 | $317k | 987 | 321.18 |
2021-09-30 | $292k | 1.0k | 290.55 |