Beaumont Asset Management, L.L.C. VBR Holdings History
Beaumont Asset Management, L.L.C.'s Vanguard Small Cap Value ETF Holding Summary
As of 2025-03-31, Beaumont Asset Management, L.L.C. held 20,617.00 shares of Vanguard Small Cap Value ETF(VBR), totaling $3.84 Mil. This investment constitutes 2.32% of their stock portfolio, and Beaumont Asset Management, L.L.C. now holds 0.01% of the outstanding Vanguard Small Cap Value ETF(VBR) stock.
The initial trade took place in 2022Q1. And since then Beaumont Asset Management, L.L.C. has made 8 purchases of VBR, at an average price of $166.53, for a total of 24,063.00 shares. In addition, there have been 5 sales at an average price of $175.00 for 3,446.00 shares. Based on historical transaction data and VBR's current price of $199.49, Beaumont Asset Management, L.L.C.'s estimated gain on his VBR holdings is $708,662.41, reflecting a 17.68% gain to date.
Beaumont Asset Management, L.L.C. VBR ($199.49) Holding Chart
Beaumont Asset Management, L.L.C. VBR ($199.49) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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