Beaumont Financial Advisors, LLC Vanguard Total World Stk Index Transaction History

Beaumont Financial Advisors, LLC

  • $1.24 Billion
  • Q3 2025

A detailed history of Beaumont Financial Advisors, LLC transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Beaumont Financial Advisors, LLC holds 1,513 shares of VT stock, worth $210,670. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,513
Holding current value
$210,670
% of portfolio
0.02%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 23, 2025
BUY
$128.41 - $138.03 $194,284 - $208,839
1,513 New
1,513 $208,000
Q1 2025

May 12, 2025
SELL
$115.08 - $123.97 $281,715 - $303,478
-2,448 Reduced 2.6%
91,626 $10.6 Million
Q4 2024

Jan 17, 2025
SELL
$117.09 - $123.07 $5.69 Million - $5.98 Million
-48,571 Reduced 34.05%
94,074 $11.1 Million
Q3 2024

Oct 09, 2024
BUY
$107.72 - $119.96 $69,479 - $77,374
645 Added 0.45%
142,645 $17.1 Million
Q2 2024

Jul 24, 2024
SELL
$104.94 - $113.51 $579,583 - $626,915
-5,523 Reduced 3.74%
142,000 $16 Million
Q1 2024

May 10, 2024
SELL
$100.68 - $110.5 $318,350 - $349,401
-3,162 Reduced 2.1%
147,523 $16.3 Million
Q4 2023

Jan 31, 2024
SELL
$88.97 - $103.1 $1.4 Million - $1.62 Million
-15,741 Reduced 9.46%
150,685 $15.5 Million
Q3 2023

Nov 01, 2023
SELL
$92.79 - $100.59 $12.6 Million - $13.7 Million
-136,270 Reduced 45.02%
166,426 $15.5 Million
Q2 2023

Aug 02, 2023
SELL
$91.33 - $98.06 $16.5 Million - $17.7 Million
-180,405 Reduced 37.34%
302,696 $29.4 Million
Q1 2023

May 08, 2023
BUY
$86.24 - $94.55 $41.7 Million - $45.7 Million
483,101 New
483,101 $44.5 Million

Others Institutions Holding VT

# of Institutions
1,217
Shares Held
118M
Call Options Held
251K
Put Options Held
94.8K
View Full List

About VANGUARD TOTAL WORLD STK INDEX

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  • Sector ETFs
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