Beaumont Financial Advisors, LLC Vanguard Transaction History
Beaumont Financial Advisors, LLC
- $1.1 Billion
- Q2 2024
A detailed history of Beaumont Financial Advisors, LLC transactions in Vanguard stock. As of the latest transaction made, Beaumont Financial Advisors, LLC holds 24,241 shares of VGSH stock, worth $1.41 Million. This represents 0.13% of its overall portfolio holdings.
Number of Shares
24,241
Previous 25,144
3.59%
Holding current value
$1.41 Million
Previous $1.46 Million
3.77%
% of portfolio
0.13%
Previous 0.14%
Shares
7 transactions
Others Institutions Holding VGSH
# of Institutions
894Shares Held
241MCall Options Held
39.3KPut Options Held
58.6K-
Jpmorgan Chase & CO New York, NY32.9MShares$1.92 Billion0.17% of portfolio
-
Morgan Stanley New York, NY21.8MShares$1.27 Billion0.1% of portfolio
-
Goldman Sachs Group Inc New York, NY6.85MShares$399 Million0.07% of portfolio
-
Orgel Wealth Management, LLC6.84MShares$399 Million11.09% of portfolio
-
Envestnet Asset Management Inc6.73MShares$392 Million0.15% of portfolio