Beaumont Financial Advisors, LLC Vanguard Specialized Funds Van Transaction History

Beaumont Financial Advisors, LLC

$1.14 Billion
Q4 2024

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 16,435 shares of VNQ stock, worth $1.47 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares

16,435

Previous 16,485 0.3%

Holding current value

$1.47 Million

Previous $1.61 Million 8.79%

% of portfolio

0.13%

Previous 0.15%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	SELL	$87.85 - $98.6 $4,392 - $4,930	-50 Reduced 0.3%	16,435 $1.46 Million
Q3 2024 Oct 09, 2024	SELL	$82.97 - $98.97 $52,685 - $62,845	-635 Reduced 3.71%	16,485 $1.61 Million
Q2 2024 Jul 24, 2024	SELL	$78.61 - $85.97 $91,580 - $100,155	-1,165 Reduced 6.37%	17,120 $1.43 Million
Q4 2023 Jan 31, 2024	SELL	$71.05 - $89.54 $8,881 - $11,192	-125 Reduced 0.68%	18,285 $1.62 Million
Q3 2023 Nov 01, 2023	SELL	$75.44 - $86.89 $54,392 - $62,647	-721 Reduced 3.77%	18,410 $1.39 Million
Q2 2023 Aug 02, 2023	SELL	$78.4 - $83.98 $39,435 - $42,241	-503 Reduced 2.56%	19,131 $1.6 Million
Q1 2023 May 08, 2023	SELL	$77.59 - $93.7 $19,785 - $23,893	-255 Reduced 1.28%	19,634 $1.63 Million
Q4 2022 Jan 25, 2023	BUY	$76.14 - $88.09 $1.51 Million - $1.75 Million	19,889 New	19,889 $0

Others Institutions Holding VNQ

# of Institutions

1,822

Shares Held

238M

Call Options Held

1.22M

Put Options Held

1.53M

View Full List

About VANGUARD SPECIALIZED FUNDS VAN

Ticker VNQ
Sector ETFs
Industry ETFs

More about VNQ

Track This Portfolio

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.

Account

Beaumont Financial Advisors, LLC Vanguard Specialized Funds Van Transaction History