Beaumont Financial Advisors, LLC Vanguard Transaction History

Beaumont Financial Advisors, LLC

$1.24 Billion
Q3 2025

A detailed history of Beaumont Financial Advisors, LLC transactions in Vanguard stock. As of the latest transaction made, Beaumont Financial Advisors, LLC holds 29,235 shares of VGSH stock, worth $1.72 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares

29,235

Previous 20,437 43.05%

Holding current value

$1.72 Million

Previous $1.2 Million 43.33%

% of portfolio

0.14%

Previous 0.1%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	BUY	$58.43 - $58.88 $514,067 - $518,026	8,798 Added 43.05%	29,235 $1.72 Million
Q2 2025 Jul 16, 2025	SELL	$58.32 - $58.95 $56,803 - $57,417	-974 Reduced 4.55%	20,437 $1.2 Million
Q1 2025 May 12, 2025	SELL	$58.07 - $58.69 $15,504 - $15,670	-267 Reduced 1.23%	21,411 $1.26 Million
Q4 2024 Jan 17, 2025	SELL	$58.02 - $58.88 $121,609 - $123,412	-2,096 Reduced 8.82%	21,678 $1.26 Million
Q3 2024 Oct 09, 2024	SELL	$57.74 - $59.13 $26,964 - $27,613	-467 Reduced 1.93%	23,774 $1.4 Million

Q2 2024 Jul 24, 2024	SELL	$57.55 - $58.0 $51,967 - $52,374	-903 Reduced 3.59%	24,241 $1.41 Million
Q1 2024 May 10, 2024	SELL	$57.88 - $58.54 $83,231 - $84,180	-1,438 Reduced 5.41%	25,144 $1.46 Million
Q4 2023 Jan 31, 2024	SELL	$57.34 - $58.41 $133,028 - $135,511	-2,320 Reduced 8.03%	26,582 $1.55 Million
Q3 2023 Nov 01, 2023	SELL	$57.47 - $57.91 $209,765 - $211,371	-3,650 Reduced 11.21%	28,902 $1.66 Million
Q2 2023 Aug 02, 2023	SELL	$57.72 - $58.69 $1.74 Million - $1.77 Million	-30,149 Reduced 48.08%	32,552 $1.88 Million
Q1 2023 May 08, 2023	SELL	$57.32 - $58.77 $322,883 - $331,051	-5,633 Reduced 8.24%	62,701 $3.67 Million
Q4 2022 Jan 25, 2023	BUY	$57.38 - $58.13 $3.92 Million - $3.97 Million	68,334 New	68,334 $0

Others Institutions Holding VGSH

# of Institutions

1,062

Shares Held

267M

Call Options Held

3.3K

Put Options Held

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Beaumont Financial Advisors, LLC Vanguard Transaction History