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Beacon Capital Management Inc (Ohio)’s Vanguard S&P 500 ETF VOO Stock Holding History

Beacon Capital Management Inc (Ohio)’s Portfolio VOO Stock Details VOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-50
Closed -$14K – 108
2020
Q2 		$14K Buy
+50
New +$13.5K ﹤0.01% 52
2016
Q1 		– Sell
-3
Closed -$1K – 339
2015
Q4 		$1K Buy
+3
New +$565 ﹤0.01% 230

Other funds holding VOO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Beacon Capital Management Inc (Ohio)'s VOO Position: Q3 2020 in Review

Beacon Capital Management Inc (Ohio) sold out of Vanguard S&P 500 ETF (VOO) in Q3 2020, closing a stake of 50 shares — an estimated $14K sold.

Beacon Capital Management Inc (Ohio) first reported a position in VOO in Q4 2015 and held it in 2 quarters. The position peaked at $14K in Q2 2020. 1,464 funds tracked by Wall St. Rank hold VOO as of Q3 2020.

  • Beacon Capital Management Inc (Ohio) reported no remaining Vanguard S&P 500 ETF position as of Q3 2020 after selling out during the quarter.
  • Beacon Capital Management Inc (Ohio) sold 50 Vanguard S&P 500 ETF shares in Q3 2020, an estimated $14K.
  • Beacon Capital Management Inc (Ohio) first reported a position in Vanguard S&P 500 ETF in Q4 2015 and held it in 2 quarters.
  • Beacon Capital Management Inc (Ohio)'s Vanguard S&P 500 ETF position peaked at $14K in Q2 2020.
  • 1,464 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2020.

Based on Beacon Capital Management Inc (Ohio)'s 13F filing for Q3 2020, filed 7 Oct 2020.