Beaumont Financial Advisors, LLC Vanguard Specialized Funds Van Transaction History

Beaumont Financial Advisors, LLC

$1.1 Billion
Q2 2024

A detailed history of Beaumont Financial Advisors, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Beaumont Financial Advisors, LLC holds 17,120 shares of VNQ stock, worth $1.63 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares

17,120

Previous 18,285 6.37%

Holding current value

$1.63 Million

Previous $1.58 Million 9.36%

% of portfolio

0.13%

Previous 0.15%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 24, 2024	SELL	$78.61 - $85.97 $91,580 - $100,155	-1,165 Reduced 6.37%	17,120 $1.43 Million
Q4 2023 Jan 31, 2024	SELL	$71.05 - $89.54 $8,881 - $11,192	-125 Reduced 0.68%	18,285 $1.62 Million
Q3 2023 Nov 01, 2023	SELL	$75.44 - $86.89 $54,392 - $62,647	-721 Reduced 3.77%	18,410 $1.39 Million
Q2 2023 Aug 02, 2023	SELL	$78.4 - $83.98 $39,435 - $42,241	-503 Reduced 2.56%	19,131 $1.6 Million
Q1 2023 May 08, 2023	SELL	$77.59 - $93.7 $19,785 - $23,893	-255 Reduced 1.28%	19,634 $1.63 Million
Q4 2022 Jan 25, 2023	BUY	$81.07 - $88.09 $1.61 Million - $1.75 Million	19,889 New	19,889 $0

Others Institutions Holding VNQ

# of Institutions

1,729

Shares Held

238M

Call Options Held

1.33M

Put Options Held

1.1M

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About VANGUARD SPECIALIZED FUNDS VAN

Ticker VNQ
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Beaumont Financial Advisors, LLC Vanguard Specialized Funds Van Transaction History