Beaumont Financial Advisors, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History

Beaumont Financial Advisors, LLC

$1.14 Billion
Q4 2024

A detailed history of Beaumont Financial Advisors, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Beaumont Financial Advisors, LLC holds 41,877 shares of VTEB stock, worth $2.09 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares

41,877

Previous 42,357 1.13%

Holding current value

$2.09 Million

Previous $2.17 Million 3.05%

% of portfolio

0.18%

Previous 0.2%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	SELL	$49.79 - $51.14 $23,899 - $24,547	-480 Reduced 1.13%	41,877 $2.1 Million
Q3 2024 Oct 09, 2024	BUY	$49.93 - $51.15 $3,994 - $4,092	80 Added 0.19%	42,357 $2.17 Million
Q1 2024 May 10, 2024	SELL	$50.36 - $51.06 $1.5 Million - $1.52 Million	-29,712 Reduced 41.27%	42,277 $2.14 Million
Q4 2023 Jan 31, 2024	BUY	$47.36 - $51.14 $1.68 Million - $1.81 Million	35,441 Added 96.97%	71,989 $3.68 Million
Q3 2023 Nov 01, 2023	SELL	$48.03 - $50.5 $77,328 - $81,305	-1,610 Reduced 4.22%	36,548 $1.76 Million
Q2 2023 Aug 02, 2023	SELL	$49.5 - $51.06 $182,803 - $188,564	-3,693 Reduced 8.82%	38,158 $1.92 Million
Q1 2023 May 08, 2023	SELL	$49.32 - $51.02 $704,980 - $729,279	-14,294 Reduced 25.46%	41,851 $2.12 Million
Q4 2022 Jan 25, 2023	BUY	$47.5 - $50.06 $2.67 Million - $2.81 Million	56,145 New	56,145 $0

Others Institutions Holding VTEB

# of Institutions

1,200

Shares Held

512M

Call Options Held

39.6K

Put Options Held

85.7K

View Full List

About VANGUARD MUN BD FDS TAX-EXEMPT

Ticker VTEB
Sector ETFs
Industry ETFs

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Beaumont Financial Advisors, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History