Beaumont Financial Advisors, LLC Vanguard Total World Stk Index Transaction History

Beaumont Financial Advisors, LLC

$1.14 Billion
Q4 2024

A detailed history of Beaumont Financial Advisors, LLC transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Beaumont Financial Advisors, LLC holds 94,074 shares of VT stock, worth $11.4 Million. This represents 0.97% of its overall portfolio holdings.

Number of Shares

94,074

Previous 142,645 34.05%

Holding current value

$11.4 Million

Previous $17.1 Million 35.28%

% of portfolio

0.97%

Previous 1.54%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	SELL	$117.09 - $123.07 $5.69 Million - $5.98 Million	-48,571 Reduced 34.05%	94,074 $11.1 Million
Q3 2024 Oct 09, 2024	BUY	$107.72 - $119.96 $69,479 - $77,374	645 Added 0.45%	142,645 $17.1 Million
Q2 2024 Jul 24, 2024	SELL	$104.94 - $113.51 $579,583 - $626,915	-5,523 Reduced 3.74%	142,000 $16 Million
Q1 2024 May 10, 2024	SELL	$100.68 - $110.5 $318,350 - $349,401	-3,162 Reduced 2.1%	147,523 $16.3 Million
Q4 2023 Jan 31, 2024	SELL	$88.97 - $103.1 $1.4 Million - $1.62 Million	-15,741 Reduced 9.46%	150,685 $15.5 Million
Q3 2023 Nov 01, 2023	SELL	$92.79 - $100.59 $12.6 Million - $13.7 Million	-136,270 Reduced 45.02%	166,426 $15.5 Million
Q2 2023 Aug 02, 2023	SELL	$91.33 - $98.06 $16.5 Million - $17.7 Million	-180,405 Reduced 37.34%	302,696 $29.4 Million
Q1 2023 May 08, 2023	BUY	$86.24 - $94.55 $41.7 Million - $45.7 Million	483,101 New	483,101 $44.5 Million

Others Institutions Holding VT

# of Institutions

1,029

Shares Held

87.7M

Call Options Held

149K

Put Options Held

45.5K

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Beaumont Financial Advisors, LLC Vanguard Total World Stk Index Transaction History