BFG
Beacon Financial Group’s Vanguard Value ETF VTV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.7M | Buy |
77,496
+15,613
| +25% | +$2.76M | 1.43% | 15 |
|
|
2025
Q1 | $10.7M | Buy |
61,883
+19,837
| +47% | +$3.43M | 1.17% | 17 |
|
|
2024
Q4 | $7.12M | Buy |
42,046
+3,603
| +9% | +$610K | 0.77% | 31 |
|
|
2024
Q3 | $6.71M | Buy |
38,443
+5,848
| +18% | +$1.02M | 0.73% | 34 |
|
|
2024
Q2 | $5.23M | Buy |
32,595
+9,483
| +41% | +$1.52M | 0.6% | 44 |
|
|
2024
Q1 | $3.76M | Buy |
+23,112
| New | +$3.76M | 0.43% | 60 |
|