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Beacon Capital Management Inc (Ohio)’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Beacon Capital Management Inc (Ohio)’s Portfolio VB Stock Details VB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-297
Closed -$65K – 90
2021
Q3 		$65K Buy
+297
New +$66K ﹤0.01% 34

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Beacon Capital Management Inc (Ohio)'s VB Position: Q4 2021 in Review

Beacon Capital Management Inc (Ohio) sold out of Vanguard Morningstar Small-Cap ETF (VB) in Q4 2021, closing a stake of 297 shares — an estimated $65K sold.

Beacon Capital Management Inc (Ohio) first reported a position in VB in Q3 2021 and held it in 1 quarter. The position peaked at $65K in Q3 2021. 1,613 funds tracked by Wall St. Rank hold VB as of Q4 2021.

  • Beacon Capital Management Inc (Ohio) reported no remaining Vanguard Morningstar Small-Cap ETF position as of Q4 2021 after selling out during the quarter.
  • Beacon Capital Management Inc (Ohio) sold 297 Vanguard Morningstar Small-Cap ETF shares in Q4 2021, an estimated $65K.
  • Beacon Capital Management Inc (Ohio) first reported a position in Vanguard Morningstar Small-Cap ETF in Q3 2021 and held it in 1 quarter.
  • Beacon Capital Management Inc (Ohio)'s Vanguard Morningstar Small-Cap ETF position peaked at $65K in Q3 2021.
  • 1,613 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q4 2021.

Based on Beacon Capital Management Inc (Ohio)'s 13F filing for Q4 2021, filed 4 Jan 2022.