Beaumont Financial Advisors, LLC Vanguard Mid Cap ETF Transaction History

Beaumont Financial Advisors, LLC

$1.14 Billion
Q4 2024

A detailed history of Beaumont Financial Advisors, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Beaumont Financial Advisors, LLC holds 7,046 shares of VO stock, worth $1.95 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares

7,046

Previous 7,029 0.24%

Holding current value

$1.95 Million

Previous $1.85 Million 0.38%

% of portfolio

0.16%

Previous 0.17%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	BUY	$261.5 - $284.63 $4,445 - $4,838	17 Added 0.24%	7,046 $1.86 Million
Q3 2024 Oct 09, 2024	BUY	$237.84 - $263.83 $210,488 - $233,489	885 Added 14.4%	7,029 $1.85 Million
Q2 2024 Jul 24, 2024	SELL	$234.99 - $248.98 $1,174 - $1,244	-5 Reduced 0.08%	6,144 $1.49 Million
Q1 2024 May 10, 2024	BUY	$225.86 - $249.86 $879,272 - $972,704	3,893 Added 172.56%	6,149 $1.54 Million
Q4 2023 Jan 31, 2024	BUY	$195.66 - $233.95 $79,829 - $95,451	408 Added 22.08%	2,256 $524,000
Q3 2023 Nov 01, 2023	BUY	$206.6 - $228.23 $1,446 - $1,597	7 Added 0.38%	1,848 $384,000
Q2 2023 Aug 02, 2023	SELL	$203.43 - $220.16 $5,289 - $5,724	-26 Reduced 1.39%	1,841 $405,000
Q1 2023 May 08, 2023	BUY	$200.2 - $225.98 $1,001 - $1,129	5 Added 0.27%	1,867 $393,000
Q4 2022 Jan 25, 2023	BUY	$186.57 - $217.26 $347,393 - $404,538	1,862 New	1,862 $0

Others Institutions Holding VO

# of Institutions

2,120

Shares Held

174M

Call Options Held

57K

Put Options Held

93.7K

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About VANGUARD MID-CAP ETF

Ticker VO
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Industry ETFs

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Beaumont Financial Advisors, LLC Vanguard Mid Cap ETF Transaction History