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Vanguard S&p 500 Etf idx shares owned by Beaumont Financial Advisors

Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Beaumont Financial Advisors from 13F filings

Historical chart of Beaumont Financial Advisors investment in Vanguard S&p 500 Etf idx

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All positions including Vanguard S&p 500 Etf idx held by Beaumont Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard S&p 500 Etf idx by Beaumont Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $21M 40k 527.67
2024-06-30 $20M 40k 500.13
2024-03-31 $19M 39k 480.70
2023-12-31 $17M 38k 436.79
2023-09-30 $16M 41k 392.70
2023-06-30 $18M 44k 407.28
2023-03-31 $17M 46k 376.07
2022-12-31 $17M 49k 351.34

More positions owned by Beaumont Financial Advisors

Apple Stock (AAPL)
Microsoft Corp Stock (MSFT)
Ishares Core S&p 500 Etf Etf (IVV)
Jpmorgan Active Growth Etf Etf (JGRO)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Amazon Stock (AMZN)
Vaneck Morningstar Wide Moat Etf Etf (MOAT)
Jpmorgan U.s. Quality Factor Etf Etf (JQUA)
Fidelity Wise Origin Bitcoin Fund Etf (FBTC)
Ishares S&p Small-cap 600 Growth Etf Etf (IJT)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Lowes Cos Stock (LOW)
Vanguard Growth Etf Etf (VUG)
Mcdonalds Corp Stock (MCD)

View all positions for Beaumont Financial Advisors

Top funds holding Vanguard S&p 500 Etf idx

Vanguard Group
Jpmorgan Chase & Co
Bank of America Corporation
Raymond James & Associates
Morgan Stanley
Envestnet Asset Management
Goldman Sachs Group
Jones Financial Companies, L.L
Acorns Advisers
International Assets Investment Management
Wells Fargo & Company
LPL Financial
Mercer Global Advisors
HPM Partners
Royal Bank of Canada

View all funds holding Vanguard S&p 500 Etf idx