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

Beacon Capital Management Inc (Ohio)’s Portfolio VBR Stock Details VBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-18
Closed -$2.86K – 125
2022
Q4 		$2.86K Buy
+18
New +$2.87K ﹤0.01% 65

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

Beacon Capital Management Inc (Ohio) sold out of Vanguard Small-Cap Value ETF (VBR) in Q1 2023, closing a stake of 18 shares — an estimated $2.86K sold.

Beacon Capital Management Inc (Ohio) first reported a position in VBR in Q4 2022 and held it in 1 quarter. The position peaked at $2.86K in Q4 2022. 1,204 funds tracked by Wall St. Rank hold VBR as of Q1 2023.

  • Beacon Capital Management Inc (Ohio) reported no remaining Vanguard Small-Cap Value ETF position as of Q1 2023 after selling out during the quarter.
  • Beacon Capital Management Inc (Ohio) sold 18 Vanguard Small-Cap Value ETF shares in Q1 2023, an estimated $2.86K.
  • Beacon Capital Management Inc (Ohio) first reported a position in Vanguard Small-Cap Value ETF in Q4 2022 and held it in 1 quarter.
  • Beacon Capital Management Inc (Ohio)'s Vanguard Small-Cap Value ETF position peaked at $2.86K in Q4 2022.
  • 1,204 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q1 2023.

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