Vanguard Growth ETF shares owned by Beacon Financial Planning
Quarter-by-quarter ownership of Vanguard Growth ETF (VUG) shares owned by Beacon Financial Planning
from 13F filings
Historical chart of Beacon Financial Planning investment in Vanguard Growth ETF
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Quarterly reported holdings in Vanguard Growth ETF by Beacon Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $417k | 869 | 479.46 |
| 2025-06-30 | $381k | 868 | 438.32 |
| 2025-03-31 | $322k | 868 | 370.76 |
| 2024-12-31 | $356k | 867 | 410.35 |
| 2024-09-30 | $337k | 879 | 383.81 |
| 2024-06-30 | $323k | 864 | 373.85 |
| 2024-03-31 | $297k | 864 | 344.06 |
| 2023-12-31 | $325k | 1.0k | 310.78 |
| 2023-09-30 | $282k | 1.0k | 272.23 |
| 2023-06-30 | $293k | 1.0k | 283.03 |
| 2023-03-31 | $241k | 967 | 249.37 |