Beacon Capital Management Inc (Ohio)’s Vanguard Total Stock Market ETF VTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $106 | Buy |
+1
| New | +$106 | ﹤0.01% | 97 |
|
|
2023
Q1 | – | Sell |
-12
| Closed | -$2.29K | – | 128 |
|
|
2022
Q4 | $2.29K | Buy |
+12
| New | +$2.29K | ﹤0.01% | 72 |
|
|
2018
Q3 | – | Sell |
-85
| Closed | -$12K | – | 96 |
|
|
2018
Q2 | $12K | Sell |
85
-260
| -75% | -$36.7K | ﹤0.01% | 54 |
|
|
2018
Q1 | $47K | Buy |
+345
| New | +$47K | ﹤0.01% | 36 |
|
|
2017
Q4 | – | Sell |
-177
| Closed | -$23K | – | 123 |
|
|
2017
Q3 | $23K | Buy |
+177
| New | +$23K | ﹤0.01% | 41 |
|