Beaumont Financial Advisors, LLC Vanguard Small Cap ETF Transaction History

Beaumont Financial Advisors, LLC

  • $1.14 Billion
  • Q2 2025

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 6,102 shares of VB stock, worth $1.58 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
6,102
Previous 2,997 103.6%
Holding current value
$1.58 Million
Previous $664,000 117.77%
% of portfolio
0.13%
Previous 0.06%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 16, 2025
BUY
$193.73 - $237.37 $601,531 - $737,033
3,105 Added 103.6%
6,102 $1.45 Million
Q1 2025

May 12, 2025
SELL
$217.89 - $252.64 $283,257 - $328,432
-1,300 Reduced 30.25%
2,997 $664,000
Q4 2024

Jan 17, 2025
BUY
$233.76 - $261.58 $61,245 - $68,533
262 Added 6.49%
4,297 $1.03 Million
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
$172.82 - $196.57 $473,181 - $538,208
2,738 New
2,738 $0

Others Institutions Holding VB

# of Institutions
2,411
Shares Held
166M
Call Options Held
73.6K
Put Options Held
16.3K
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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