Beaumont Financial Advisors, LLC Vanguard Small Cap Value ETF Transaction History

Beaumont Financial Advisors, LLC

  • $1.14 Billion
  • Q4 2024

A detailed history of Beaumont Financial Advisors, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Beaumont Financial Advisors, LLC holds 1,068 shares of VBR stock, worth $219,057. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,068
Previous 1,033 3.39%
Holding current value
$219,057
Previous $207,000 1.93%
% of portfolio
0.02%
Previous 0.02%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 17, 2025
BUY
$197.36 - $217.3 $6,907 - $7,605
35 Added 3.39%
1,068 $211,000
Q3 2024

Oct 09, 2024
BUY
$179.99 - $201.6 $185,929 - $208,252
1,033 New
1,033 $207,000

Others Institutions Holding VBR

# of Institutions
1,610
Shares Held
94.5M
Call Options Held
53.2K
Put Options Held
22.2K
View Full List

About VANGUARD SMALL-CAP VALUE ETF

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