Beaumont Financial Advisors, LLC Vanguard Value ETF Transaction History
Beaumont Financial Advisors, LLC
- $1.1 Billion
- Q2 2024
A detailed history of Beaumont Financial Advisors, LLC transactions in Vanguard Value ETF stock. As of the latest transaction made, Beaumont Financial Advisors, LLC holds 36,651 shares of VTV stock, worth $6.4 Million. This represents 0.53% of its overall portfolio holdings.
Number of Shares
36,651
Previous 38,504
4.81%
Holding current value
$6.4 Million
Previous $6.27 Million
6.24%
% of portfolio
0.53%
Previous 0.59%
Shares
7 transactions
Others Institutions Holding VTV
# of Institutions
2,188Shares Held
507MCall Options Held
142KPut Options Held
35.7K-
Bank Of America Corp Charlotte, NC115MShares$20.1 Billion1.65% of portfolio
-
Jones Financial Companies Lllp51MShares$8.91 Billion9.46% of portfolio
-
Morgan Stanley New York, NY29.2MShares$5.09 Billion0.37% of portfolio
-
Envestnet Asset Management Inc20.1MShares$3.51 Billion1.15% of portfolio
-
Ubs Group Ag12.5MShares$2.18 Billion0.5% of portfolio