Beaumont Asset Management, L.L.C. VTV Holdings History
Beaumont Asset Management, L.L.C.'s Vanguard Value ETF Holding Summary
As of 2025-03-31, Beaumont Asset Management, L.L.C. held 31,074.00 shares of Vanguard Value ETF(VTV), totaling $5.37 Mil. This investment constitutes 3.24% of their stock portfolio, and Beaumont Asset Management, L.L.C. now holds 0% of the outstanding Vanguard Value ETF(VTV) stock.
The initial trade took place in 2022Q2. And since then Beaumont Asset Management, L.L.C. has made 3 purchases of VTV, at an average price of $140.16, for a total of 61,634.00 shares. In addition, there have been 10 sales at an average price of $153.14 for 30,560.00 shares. Based on historical transaction data and VTV's current price of $180.53, Beaumont Asset Management, L.L.C.'s estimated gain on his VTV holdings is $1.65 Mil, reflecting a 19.11% gain to date.
Beaumont Asset Management, L.L.C. VTV ($180.53) Holding Chart
Beaumont Asset Management, L.L.C. VTV ($180.53) 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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