Beaumont Financial Advisors, LLC Vanguard Small Cap Value ETF Transaction History

Beaumont Financial Advisors, LLC

  • $1.14 Billion
  • Q4 2024

A detailed history of Beaumont Financial Advisors, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Beaumont Financial Advisors, LLC holds 1,068 shares of VBR stock, worth $217,305. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,068
Previous 1,033 3.39%
Holding current value
$217,305
Previous $207,000 1.93%
% of portfolio
0.02%
Previous 0.02%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 17, 2025
BUY
$197.36 - $217.3 $6,907 - $7,605
35 Added 3.39%
1,068 $211,000
Q3 2024

Oct 09, 2024
BUY
$179.99 - $201.6 $185,929 - $208,252
1,033 New
1,033 $207,000

Others Institutions Holding VBR

# of Institutions
1,687
Shares Held
100M
Call Options Held
57.7K
Put Options Held
8.3K
View Full List

About VANGUARD SMALL-CAP VALUE ETF

VBR Quotes by TradingView
  • Ticker VBR
  • Sector ETFs
  • Industry ETFs
More about VBR
Track This Portfolio

Track Beaumont Financial Advisors, LLC Portfolio

Follow Beaumont Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email