Beacon Capital Management Inc (Ohio)’s Vanguard Total Bond Market BND Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | 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 | +$8K | ﹤0.01% | 54 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 60 |
|
|
2018
Q2 | – | Hold |
0
| – | – | – | 74 |
|
|
2017
Q4 | – | Sell |
-207
| Closed | -$17K | – | 106 |
|
|
2017
Q3 | $17K | Buy |
+207
| New | +$17K | ﹤0.01% | 42 |
|