Beacon Capital Management Inc (Ohio)’s Vanguard Total Bond Market BND Stock Holding History

Beacon Capital Management Inc (Ohio)’s Portfolio BND Stock Details BND Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-35	Closed	-$2.51K	–	96
2022 Q4	$2.51K	Buy	+35	New	+$2.51K	﹤0.01%	68
2019 Q3	–	Sell	-102	Closed	-$8K	–	66
2019 Q2	$8K	Buy	+102	New	+$8.31K	﹤0.01%	54
2017 Q4	–	Sell	-207	Closed	-$17K	–	106
2017 Q3	$17K	Buy	+207	New	+$17K	﹤0.01%	42

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LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Beacon Capital Management Inc (Ohio)'s BND Position: Q1 2023 in Review

Beacon Capital Management Inc (Ohio) sold out of Vanguard Total Bond Market (BND) in Q1 2023, closing a stake of 35 shares — an estimated $2.51K sold.

Beacon Capital Management Inc (Ohio) first reported a position in BND in Q3 2017 and held it in 3 quarters. The position peaked at $17K in Q3 2017. 1,259 funds tracked by Wall St. Rank hold BND as of Q1 2023.

Beacon Capital Management Inc (Ohio) reported no remaining Vanguard Total Bond Market position as of Q1 2023 after selling out during the quarter.
Beacon Capital Management Inc (Ohio) sold 35 Vanguard Total Bond Market shares in Q1 2023, an estimated $2.51K.
Beacon Capital Management Inc (Ohio) first reported a position in Vanguard Total Bond Market in Q3 2017 and held it in 3 quarters.
Beacon Capital Management Inc (Ohio)'s Vanguard Total Bond Market position peaked at $17K in Q3 2017.
1,259 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2023.

Based on Beacon Capital Management Inc (Ohio)'s 13F filing for Q1 2023, filed 24 Apr 2023.