Beaumont Financial Advisors, LLC Vanguard Growth ETF Transaction History

Beaumont Financial Advisors, LLC

$1.14 Billion
Q4 2024

A detailed history of Beaumont Financial Advisors, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Beaumont Financial Advisors, LLC holds 61,985 shares of VUG stock, worth $25.3 Million. This represents 2.24% of its overall portfolio holdings.

Number of Shares

61,985

Previous 62,920 1.49%

Holding current value

$25.3 Million

Previous $24.2 Million 5.32%

% of portfolio

2.24%

Previous 2.18%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	SELL	$378.79 - $428.11 $354,168 - $400,282	-935 Reduced 1.49%	61,985 $25.4 Million
Q3 2024 Oct 09, 2024	SELL	$341.08 - $391.94 $266,042 - $305,713	-780 Reduced 1.22%	62,920 $24.2 Million
Q2 2024 Jul 24, 2024	SELL	$322.46 - $377.11 $396,303 - $463,468	-1,229 Reduced 1.89%	63,700 $23.8 Million
Q1 2024 May 10, 2024	SELL	$301.05 - $346.61 $469,638 - $540,711	-1,560 Reduced 2.35%	64,929 $22.3 Million
Q4 2023 Jan 31, 2024	SELL	$261.54 - $312.16 $415,587 - $496,022	-1,589 Reduced 2.33%	66,489 $20.7 Million
Q3 2023 Nov 01, 2023	SELL	$269.56 - $293.5 $356,627 - $388,300	-1,323 Reduced 1.91%	68,078 $18.5 Million
Q2 2023 Aug 02, 2023	SELL	$243.06 - $282.96 $248,164 - $288,902	-1,021 Reduced 1.45%	69,401 $19.6 Million
Q1 2023 May 08, 2023	SELL	$209.25 - $249.44 $778,828 - $928,415	-3,722 Reduced 5.02%	70,422 $17.6 Million
Q4 2022 Jan 25, 2023	BUY	$208.44 - $233.81 $15.5 Million - $17.3 Million	74,144 New	74,144 $0

Others Institutions Holding VUG

# of Institutions

2,659

Shares Held

261M

Call Options Held

203K

Put Options Held

275K

View Full List

About VANGUARD GROWTH ETF

Ticker VUG
Sector ETFs
Industry ETFs

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Beaumont Financial Advisors, LLC Vanguard Growth ETF Transaction History