Beaumont Financial Advisors, LLC Vanguard Specialized Funds Van Transaction History
Beaumont Financial Advisors, LLC
- $1.24 Billion
- Q4 2025
A detailed history of Beaumont Financial Advisors, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Beaumont Financial Advisors, LLC holds 14,436 shares of VNQ stock, worth $1.29 Million. This represents 0.1% of its overall portfolio holdings.
Number of Shares
14,436
Previous 15,970
9.61%
Holding current value
$1.29 Million
Previous $1.46 Million
11.38%
% of portfolio
0.1%
Previous 0.12%
Shares
12 transactions
Others Institutions Holding VNQ
# of Institutions
1,938Shares Held
237MCall Options Held
1.07MPut Options Held
1.31M-
Empower Advisory Group, LLC Greenwood Village, CO15MShares$1.35 Billion3.82% of portfolio
-
Creative Planning Overland Park, KS13.3MShares$1.19 Billion0.94% of portfolio
-
Northwestern Mutual Wealth Management CO11MShares$982 Million0.68% of portfolio
-
Bank Of America Corp Charlotte, NC10.1MShares$907 Million0.06% of portfolio
-
Morgan Stanley New York, NY9.78MShares$876 Million0.06% of portfolio