Beaumont Financial Advisors, LLC Vanguard Total Stock Market Et Transaction History

Beaumont Financial Advisors, LLC

$1.14 Billion
Q4 2024

A detailed history of Beaumont Financial Advisors, LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Beaumont Financial Advisors, LLC holds 11,625 shares of VTI stock, worth $3.41 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares

11,625

Previous 10,767 7.97%

Holding current value

$3.41 Million

Previous $3.05 Million 10.53%

% of portfolio

0.3%

Previous 0.28%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	BUY	$280.04 - $302.45 $240,274 - $259,502	858 Added 7.97%	11,625 $3.37 Million
Q3 2024 Oct 09, 2024	BUY	$255.18 - $283.2 $333,009 - $369,576	1,305 Added 13.79%	10,767 $3.05 Million
Q2 2024 Jul 24, 2024	SELL	$245.23 - $269.4 $106,184 - $116,650	-433 Reduced 4.38%	9,462 $2.53 Million
Q1 2024 May 10, 2024	SELL	$232.77 - $260.14 $39,570 - $44,223	-170 Reduced 1.69%	9,895 $2.57 Million
Q4 2023 Jan 31, 2024	SELL	$203.12 - $238.25 $1,624 - $1,906	-8 Reduced 0.08%	10,065 $2.39 Million
Q3 2023 Nov 01, 2023	SELL	$211.41 - $228.35 $1,268 - $1,370	-6 Reduced 0.06%	10,073 $2.14 Million
Q2 2023 Aug 02, 2023	BUY	$200.75 - $220.28 $1,204 - $1,321	6 Added 0.06%	10,079 $2.22 Million
Q1 2023 May 08, 2023	BUY	$189.85 - $210.01 $825,088 - $912,703	4,346 Added 75.89%	10,073 $2.06 Million
Q4 2022 Jan 25, 2023	BUY	$179.3 - $204.18 $1.03 Million - $1.17 Million	5,727 New	5,727 $0

Others Institutions Holding VTI

# of Institutions

3,368

Shares Held

454M

Call Options Held

1.31M

Put Options Held

1.13M

View Full List

About VANGUARD TOTAL STOCK MARKET ET

Ticker VTI
Sector ETFs
Industry Closed-End Fund - Equity

More about VTI

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Beaumont Financial Advisors, LLC Vanguard Total Stock Market Et Transaction History