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Beacon Capital Management Inc (Ohio)’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Beacon Capital Management Inc (Ohio)’s Portfolio ESGV Stock Details ESGV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-62
Closed -$4.08K – 106
2022
Q4 		$4.08K Buy
+62
New +$4.14K ﹤0.01% 59

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

Beacon Capital Management Inc (Ohio) sold out of Vanguard ESG US Stock ETF (ESGV) in Q1 2023, closing a stake of 62 shares — an estimated $4.08K sold.

Beacon Capital Management Inc (Ohio) first reported a position in ESGV in Q4 2022 and held it in 1 quarter. The position peaked at $4.08K in Q4 2022. 415 funds tracked by Wall St. Rank hold ESGV as of Q1 2023.

  • Beacon Capital Management Inc (Ohio) reported no remaining Vanguard ESG US Stock ETF position as of Q1 2023 after selling out during the quarter.
  • Beacon Capital Management Inc (Ohio) sold 62 Vanguard ESG US Stock ETF shares in Q1 2023, an estimated $4.08K.
  • Beacon Capital Management Inc (Ohio) first reported a position in Vanguard ESG US Stock ETF in Q4 2022 and held it in 1 quarter.
  • Beacon Capital Management Inc (Ohio)'s Vanguard ESG US Stock ETF position peaked at $4.08K in Q4 2022.
  • 415 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2023.

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