Beaumont Financial Advisors, LLC Vanguard Small Cap ETF Transaction History

Beaumont Financial Advisors, LLC

  • $1.06 Billion
  • Q1 2024

A detailed history of Beaumont Financial Advisors, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Beaumont Financial Advisors, LLC holds 4,035 shares of VB stock, worth $871,923. This represents 0.09% of its overall portfolio holdings.

Number of Shares
4,035
Previous 2,365 70.61%
Holding current value
$871,923
Previous $504,000 82.94%
% of portfolio
0.09%
Previous 0.05%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 10, 2024
BUY
$204.0 - $228.59 $340,680 - $381,745
1,670 Added 70.61%
4,035 $922,000
Q4 2023

Jan 31, 2024
BUY
$175.26 - $215.9 $3,329 - $4,102
19 Added 0.81%
2,365 $504,000
Q3 2023

Nov 01, 2023
SELL
$186.24 - $208.75 $744 - $835
-4 Reduced 0.17%
2,346 $443,000
Q2 2023

Aug 02, 2023
SELL
$181.26 - $198.89 $4,531 - $4,972
-25 Reduced 1.05%
2,350 $467,000
Q1 2023

May 08, 2023
SELL
$179.51 - $208.76 $65,162 - $75,779
-363 Reduced 13.26%
2,375 $450,000
Q4 2022

Jan 25, 2023
BUY
$179.99 - $196.57 $492,812 - $538,208
2,738 New
2,738 $0

Others Institutions Holding VB

# of Institutions
1,973
Shares Held
144M
Call Options Held
176K
Put Options Held
90.8K
View Full List

About VANGUARD SMALL-CAP ETF

VB Quotes by TradingView
  • Ticker VB
  • Sector ETFs
  • Industry ETFs
More about VB
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