Beaumont Financial Advisors, LLC Vanguard Large Cap ETF Transaction History

Beaumont Financial Advisors, LLC

$1.11 Billion
Q3 2024

A detailed history of Beaumont Financial Advisors, LLC transactions in Vanguard Large Cap ETF stock. As of the latest transaction made, Beaumont Financial Advisors, LLC holds 10,621 shares of VV stock, worth $2.8 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares

10,621

Previous 10,691 0.65%

Holding current value

$2.8 Million

Previous $2.67 Million 4.8%

% of portfolio

0.25%

Previous 0.24%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 09, 2024	SELL	$236.92 - $263.4 $16,584 - $18,438	-70 Reduced 0.65%	10,621 $2.8 Million
Q2 2024 Jul 24, 2024	BUY	$227.27 - $251.65 $22,727 - $25,165	100 Added 0.94%	10,691 $2.67 Million
Q1 2024 May 10, 2024	BUY	$214.62 - $240.49 $68,034 - $76,235	317 Added 3.09%	10,591 $2.54 Million
Q4 2023 Jan 31, 2024	SELL	$188.0 - $219.17 $752 - $876	-4 Reduced 0.04%	10,274 $2.24 Million
Q3 2023 Nov 01, 2023	SELL	$195.09 - $209.59 $5,657 - $6,078	-29 Reduced 0.28%	10,278 $2.01 Million
Q2 2023 Aug 02, 2023	SELL	$184.38 - $202.72 $52,548 - $57,775	-285 Reduced 2.69%	10,307 $2.09 Million
Q1 2023 May 08, 2023	SELL	$172.79 - $190.36 $75,682 - $83,377	-438 Reduced 3.97%	10,592 $1.98 Million
Q4 2022 Jan 25, 2023	BUY	$162.98 - $185.93 $1.8 Million - $2.05 Million	11,030 New	11,030 $0

Others Institutions Holding VV

# of Institutions

1,148

Shares Held

102M

Call Options Held

23K

Put Options Held

125K

View Full List

About VANGUARD LARGE-CAP ETF

Ticker VV
Sector ETFs
Industry ETFs

More about VV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Beaumont Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Beaumont Financial Advisors, LLC with notifications on news.

Account

Beaumont Financial Advisors, LLC Vanguard Large Cap ETF Transaction History