A detailed history of Beaumont Financial Advisors, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Beaumont Financial Advisors, LLC holds 40,122 shares of VOO stock, worth $22 Million. This represents 1.91% of its overall portfolio holdings.

Number of Shares
40,122
Previous 40,337 0.53%
Holding current value
$22 Million
Previous $20.2 Million 4.95%
% of portfolio
1.91%
Previous 1.83%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 09, 2024

SELL
$475.2 - $527.7 $102,168 - $113,455
-215 Reduced 0.53%
40,122 $21.2 Million
Q2 2024

Jul 24, 2024

BUY
$455.1 - $504.28 $495,148 - $548,656
1,088 Added 2.77%
40,337 $20.2 Million
Q1 2024

May 10, 2024

BUY
$429.43 - $481.35 $486,544 - $545,369
1,133 Added 2.97%
39,249 $18.9 Million
Q4 2023

Jan 31, 2024

SELL
$377.32 - $438.19 $1.11 Million - $1.28 Million
-2,929 Reduced 7.14%
38,116 $16.6 Million
Q3 2023

Nov 01, 2023

SELL
$392.7 - $420.68 $1.09 Million - $1.17 Million
-2,774 Reduced 6.33%
41,045 $16.1 Million
Q2 2023

Aug 02, 2023

SELL
$371.44 - $407.28 $739,165 - $810,487
-1,990 Reduced 4.34%
43,819 $17.8 Million
Q1 2023

May 08, 2023

SELL
$348.66 - $382.94 $1.2 Million - $1.32 Million
-3,449 Reduced 7.0%
45,809 $17.2 Million
Q4 2022

Jan 25, 2023

BUY
$327.64 - $374.54 $16.1 Million - $18.4 Million
49,258 New
49,258 $0

Others Institutions Holding VOO

About VANGUARD INDEX FDS S&P 500 ETF


  • Ticker VOO
  • Sector ETFs
  • Industry ETFs
More about VOO
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