Beaumont Financial Advisors, LLC Vanguard Dividend Appreciation Transaction History

Beaumont Financial Advisors, LLC

  • $1.14 Billion
  • Q4 2024

A detailed history of Beaumont Financial Advisors, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Beaumont Financial Advisors, LLC holds 2,485 shares of VIG stock, worth $452,642. This represents 0.04% of its overall portfolio holdings.

Number of Shares
2,485
Previous 2,063 20.46%
Holding current value
$452,642
Previous $375,000 20.53%
% of portfolio
0.04%
Previous 0.03%

Shares

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

Jan 17, 2025
BUY
N/A
422 Added 20.46%
2,485 $452,000
Q1 2024

May 10, 2024
SELL
$168.47 - $182.98 $12,298 - $13,357
-73 Reduced 3.42%
2,063 $376,000
Q4 2023

Jan 31, 2024
SELL
$150.16 - $171.16 $334,706 - $381,515
-2,229 Reduced 51.07%
2,136 $363,000
Q3 2023

Nov 01, 2023
SELL
$155.38 - $166.95 $45,992 - $49,417
-296 Reduced 6.35%
4,365 $678,000
Q4 2022

Jan 25, 2023
BUY
$144.84 - $158.71 $675,099 - $739,747
4,661 New
4,661 $0

Others Institutions Holding VIG

# of Institutions
2,489
Shares Held
253M
Call Options Held
578K
Put Options Held
196K
View Full List

About VANGUARD DIVIDEND APPRECIATION

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