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Beacon Capital Management Inc (Ohio)’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Beacon Capital Management Inc (Ohio)’s Portfolio VMBS Stock Details VMBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-137
Closed -$7K – 93
2021
Q3 		$7K Buy
+137
New +$7.32K ﹤0.01% 67

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

Beacon Capital Management Inc (Ohio) sold out of Vanguard Mortgage-Backed Securities ETF (VMBS) in Q4 2021, closing a stake of 137 shares — an estimated $7K sold.

Beacon Capital Management Inc (Ohio) first reported a position in VMBS in Q3 2021 and held it in 1 quarter. The position peaked at $7K in Q3 2021. 539 funds tracked by Wall St. Rank hold VMBS as of Q4 2021.

  • Beacon Capital Management Inc (Ohio) reported no remaining Vanguard Mortgage-Backed Securities ETF position as of Q4 2021 after selling out during the quarter.
  • Beacon Capital Management Inc (Ohio) sold 137 Vanguard Mortgage-Backed Securities ETF shares in Q4 2021, an estimated $7K.
  • Beacon Capital Management Inc (Ohio) first reported a position in Vanguard Mortgage-Backed Securities ETF in Q3 2021 and held it in 1 quarter.
  • Beacon Capital Management Inc (Ohio)'s Vanguard Mortgage-Backed Securities ETF position peaked at $7K in Q3 2021.
  • 539 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q4 2021.

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