Beaumont Financial Partners, LLC Vanguard Transaction History
Beaumont Financial Partners, LLC
- $1.04 Billion
- Q3 2022
A detailed history of Beaumont Financial Partners, LLC transactions in Vanguard stock. As of the latest transaction made, Beaumont Financial Partners, LLC holds 130,333 shares of VGSH stock, worth $7.55 Million. This represents 0.72% of its overall portfolio holdings.
Number of Shares
130,333
Previous 328,383
60.31%
Holding current value
$7.55 Million
Previous $19.3 Million
61.03%
% of portfolio
0.72%
Previous 1.74%
Shares
13 transactions
Others Institutions Holding VGSH
# of Institutions
887Shares 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