Beaumont Financial Advisors, LLC Vanguard Index Fds S&P 500 ETF Transaction History

Beaumont Financial Advisors, LLC

$1.14 Billion
Q4 2024

A detailed history of Beaumont Financial Advisors, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Beaumont Financial Advisors, LLC holds 39,333 shares of VOO stock, worth $21.7 Million. This represents 1.87% of its overall portfolio holdings.

Number of Shares

39,333

Previous 40,122 1.97%

Holding current value

$21.7 Million

Previous $21.2 Million 0.1%

% of portfolio

1.87%

Previous 1.91%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	SELL	$521.84 - $558.82 $411,731 - $440,908	-789 Reduced 1.97%	39,333 $21.2 Million
Q3 2024 Oct 09, 2024	SELL	$475.2 - $527.7 $102,168 - $113,455	-215 Reduced 0.53%	40,122 $21.2 Million
Q2 2024 Jul 24, 2024	BUY	$455.1 - $504.28 $495,148 - $548,656	1,088 Added 2.77%	40,337 $20.2 Million
Q1 2024 May 10, 2024	BUY	$429.43 - $481.35 $486,544 - $545,369	1,133 Added 2.97%	39,249 $18.9 Million
Q4 2023 Jan 31, 2024	SELL	$377.32 - $438.19 $1.11 Million - $1.28 Million	-2,929 Reduced 7.14%	38,116 $16.6 Million
Q3 2023 Nov 01, 2023	SELL	$392.7 - $420.68 $1.09 Million - $1.17 Million	-2,774 Reduced 6.33%	41,045 $16.1 Million
Q2 2023 Aug 02, 2023	SELL	$371.44 - $407.28 $739,165 - $810,487	-1,990 Reduced 4.34%	43,819 $17.8 Million
Q1 2023 May 08, 2023	SELL	$348.66 - $382.94 $1.2 Million - $1.32 Million	-3,449 Reduced 7.0%	45,809 $17.2 Million
Q4 2022 Jan 25, 2023	BUY	$327.64 - $374.54 $16.1 Million - $18.4 Million	49,258 New	49,258 $0

Others Institutions Holding VOO

# of Institutions

3,327

Shares Held

435M

Call Options Held

2.08M

Put Options Held

2.64M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
Sector ETFs
Industry ETFs

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Beaumont Financial Advisors, LLC Vanguard Index Fds S&P 500 ETF Transaction History