Beaumont Financial Partners, LLC Vanguard Total Stock Market Et Transaction History

Beaumont Financial Partners, LLC

  • $1.04 Billion
  • Q3 2022

A detailed history of Beaumont Financial Partners, LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Beaumont Financial Partners, LLC holds 5,721 shares of VTI stock, worth $1.61 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
5,721
Previous 5,714 0.12%
Holding current value
$1.61 Million
Previous $1.08 Million 4.73%
% of portfolio
0.1%
Previous 0.1%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Nov 14, 2022
BUY
$179.47 - $216.24 $1,256 - $1,513
7 Added 0.12%
5,721 $1.03 Million
Q2 2022

Aug 04, 2022
SELL
$183.02 - $230.52 $9.02 Million - $11.4 Million
-49,300 Reduced 89.61%
5,714 $1.08 Million
Q1 2022

May 09, 2022
BUY
$209.9 - $242.97 $10.6 Million - $12.3 Million
50,574 Added 1139.05%
55,014 $12.5 Million
Q4 2021

Feb 07, 2022
BUY
$221.73 - $242.96 $62,749 - $68,757
283 Added 6.81%
4,440 $1.07 Million
Q1 2021

May 04, 2021
SELL
$191.87 - $208.85 $47,008 - $51,168
-245 Reduced 5.57%
4,157 $859,000
Q4 2020

Feb 08, 2021
SELL
$166.99 - $194.64 $221,428 - $258,092
-1,326 Reduced 23.15%
4,402 $857,000
Q3 2020

Nov 02, 2020
SELL
$157.44 - $181.24 $27,237 - $31,354
-173 Reduced 2.93%
5,728 $976,000
Q2 2020

Aug 05, 2020
BUY
$122.96 - $164.1 $124,066 - $165,576
1,009 Added 20.63%
5,901 $924,000
Q3 2019

Nov 06, 2019
SELL
$150.3 - $153.62 $2,855 - $2,918
-19 Reduced 0.39%
4,892 $0
Q2 2019

Aug 06, 2019
SELL
N/A
-267 Reduced 5.16%
4,911 $737,000
Q4 2018

Feb 07, 2019
SELL
N/A
-175 Reduced 3.27%
5,178 $661,000
Q2 2018

Aug 06, 2018
BUY
N/A
5,353 New
5,353 $752,000

Others Institutions Holding VTI

# of Institutions
2,928
Shares Held
463M
Call Options Held
647K
Put Options Held
424K
View Full List

About VANGUARD TOTAL STOCK MARKET ET

VTI Quotes by TradingView
  • Ticker VTI
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about VTI
Track This Portfolio

Track Beaumont Financial Partners, LLC Portfolio

Follow Beaumont Financial Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Beaumont Financial Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Beaumont Financial Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email