Number of Shares
30,578.00
Current Holdings Value*
$5.40 Mil
% of Portfolio
2.9%
Total Estimate Gain
$1.63 Mil
% of Total Estimate Gain
18.82%

Beaumont Asset Management, L.L.C.'s Vanguard Value ETF Holding Summary

As of 2025-06-30, Beaumont Asset Management, L.L.C. held 30,578.00 shares of Vanguard Value ETF(VTV), totaling $5.40 Mil. This investment constitutes 2.9% 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 11 sales at an average price of $153.39 for 31,056.00 shares. Based on historical transaction data and VTV's current price of $179.89, Beaumont Asset Management, L.L.C.'s estimated gain on his VTV holdings is $1.63 Mil, reflecting a 18.82% gain to date.

Beaumont Asset Management, L.L.C. VTV ($179.89) Holding Chart

Beaumont Asset Management, L.L.C. VTV ($179.89) 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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