Beaumont Financial Advisors, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History

Beaumont Financial Advisors, LLC

$1.06 Billion
Q1 2024

A detailed history of Beaumont Financial Advisors, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Beaumont Financial Advisors, LLC holds 42,277 shares of VTEB stock, worth $2.12 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares

42,277

Previous 71,989 41.27%

Holding current value

$2.12 Million

Previous $3.68 Million 41.8%

% of portfolio

0.2%

Previous 0.37%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 10, 2024	SELL	$50.36 - $51.06 $1.5 Million - $1.52 Million	-29,712 Reduced 41.27%	42,277 $2.14 Million
Q4 2023 Jan 31, 2024	BUY	$47.36 - $51.14 $1.68 Million - $1.81 Million	35,441 Added 96.97%	71,989 $3.68 Million
Q3 2023 Nov 01, 2023	SELL	$48.03 - $50.5 $77,328 - $81,305	-1,610 Reduced 4.22%	36,548 $1.76 Million
Q2 2023 Aug 02, 2023	SELL	$49.5 - $51.06 $182,803 - $188,564	-3,693 Reduced 8.82%	38,158 $1.92 Million
Q1 2023 May 08, 2023	SELL	$49.32 - $51.02 $704,980 - $729,279	-14,294 Reduced 25.46%	41,851 $2.12 Million

Q4 2022 Jan 25, 2023	BUY	$47.61 - $50.06 $2.67 Million - $2.81 Million	56,145 New	56,145 $0

Others Institutions Holding VTEB

# of Institutions

1,104

Shares Held

484M

Call Options Held

26.8K

Put Options Held

86.9K

View Full List

About VANGUARD MUN BD FDS TAX-EXEMPT

Ticker VTEB
Sector ETFs
Industry ETFs

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Beaumont Financial Advisors, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History