A detailed history of Beaumont Financial Partners, LLC transactions in Vanguard Large Cap ETF stock. As of the latest transaction made, Beaumont Financial Partners, LLC holds 10,739 shares of VV stock, worth $2.95 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares
10,739
Previous 9,694 10.78%
Holding current value
$2.95 Million
Previous $1.67 Million 5.09%
% of portfolio
0.17%
Previous 0.15%

Shares

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

Nov 14, 2022

BUY
$163.56 - $196.95 $170,920 - $205,812
1,045 Added 10.78%
10,739 $1.76 Million
Q2 2022

Aug 04, 2022

SELL
$167.29 - $210.78 $253,277 - $319,120
-1,514 Reduced 13.51%
9,694 $1.67 Million
Q1 2022

May 09, 2022

BUY
$191.25 - $221.63 $19,316 - $22,384
101 Added 0.91%
11,208 $2.34 Million
Q4 2021

Feb 07, 2022

BUY
$200.26 - $221.75 $14,018 - $15,522
70 Added 0.63%
11,107 $2.46 Million
Q3 2021

Nov 12, 2021

SELL
$199.12 - $212.29 $86,816 - $92,558
-436 Reduced 3.8%
11,037 $2.22 Million
Q2 2021

Aug 04, 2021

BUY
$187.36 - $200.75 $97,801 - $104,791
522 Added 4.77%
11,473 $0
Q1 2021

May 04, 2021

BUY
$173.39 - $186.2 $328,747 - $353,035
1,896 Added 20.94%
10,951 $2.03 Million
Q4 2020

Feb 08, 2021

BUY
$152.54 - $175.74 $19,982 - $23,021
131 Added 1.47%
9,055 $1.59 Million
Q3 2020

Nov 02, 2020

SELL
$144.11 - $166.66 $8,214 - $9,499
-57 Reduced 0.63%
8,924 $1.4 Million
Q2 2020

Aug 05, 2020

BUY
$113.24 - $149.5 $61,489 - $81,178
543 Added 6.44%
8,981 $1.28 Million
Q1 2020

May 08, 2020

BUY
$102.61 - $156.13 $63,310 - $96,332
617 Added 7.89%
8,438 $999,000
Q4 2019

Feb 06, 2020

BUY
$132.26 - $148.31 $148,660 - $166,700
1,124 Added 16.78%
7,821 $1.16 Million
Q3 2019

Nov 06, 2019

BUY
$135.59 - $138.25 $90,302 - $92,074
666 Added 11.04%
6,697 $0
Q2 2019

Aug 06, 2019

SELL
N/A
-197 Reduced 3.16%
6,031 $813,000
Q1 2019

May 06, 2019

BUY
N/A
344 Added 5.85%
6,228 $808,000
Q4 2018

Feb 07, 2019

BUY
N/A
5,884 New
5,884 $676,000

Others Institutions Holding VV

About VANGUARD LARGE-CAP ETF


  • Ticker VV
  • Sector ETFs
  • Industry ETFs
More about VV
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.