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

Beaumont Financial Advisors, LLC

  • $1.24 Billion
  • Q4 2025

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 1,066 shares of VBR stock, worth $219,020. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,066
Previous 1,010 5.54%
Holding current value
$219,020
Previous $210,000 4.29%
% of portfolio
0.02%
Previous 0.02%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 16, 2026
BUY
$201.42 - $211.15 $11,279 - $11,824
56 Added 5.54%
1,066 $219,000
Q3 2025

Oct 23, 2025
SELL
$195.41 - $212.37 $4,885 - $5,309
-25 Reduced 2.42%
1,010 $210,000
Q2 2025

Jul 16, 2025
BUY
$162.76 - $195.77 $168,456 - $202,621
1,035 New
1,035 $201,000
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
1,802
Shares Held
91.6M
Call Options Held
70.1K
Put Options Held
8.2K
View Full List

About VANGUARD SMALL-CAP VALUE ETF

VBR Quotes by TradingView
  • Ticker VBR
  • Sector ETFs
  • Industry ETFs
More about VBR
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