Beaumont Financial Advisors, LLC Vanguard Transaction History
Beaumont Financial Advisors, LLC
- $1.06 Billion
- Q1 2024
A detailed history of Beaumont Financial Advisors, LLC transactions in Vanguard stock. As of the latest transaction made, Beaumont Financial Advisors, LLC holds 25,144 shares of VGSH stock, worth $1.46 Million. This represents 0.14% of its overall portfolio holdings.
Number of Shares
25,144
Previous 26,582
5.41%
Holding current value
$1.46 Million
Previous $1.55 Million
5.81%
% of portfolio
0.14%
Previous 0.16%
Shares
6 transactions
Others Institutions Holding VGSH
# of Institutions
888Shares Held
240MCall Options Held
39.3KPut Options Held
58.6K-
Jpmorgan Chase & CO New York, NY32.9MShares$1.91 Billion0.17% of portfolio
-
Morgan Stanley New York, NY21.8MShares$1.26 Billion0.1% of portfolio
-
Goldman Sachs Group Inc New York, NY6.85MShares$397 Million0.07% of portfolio
-
Orgel Wealth Management, LLC6.81MShares$395 Million11.23% of portfolio
-
Envestnet Asset Management Inc6.73MShares$390 Million0.15% of portfolio