Beacon Capital Management Inc (Ohio)’s Vanguard Value ETF VTV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-28
| Closed | -$3.93K | – | 129 |
|
|
2022
Q4 | $3.93K | Buy |
+28
| New | +$3.93K | ﹤0.01% | 61 |
|
|
2020
Q2 | – | Sell |
-18
| Closed | -$2K | – | 111 |
|
|
2020
Q1 | $2K | Buy |
+18
| New | +$2K | ﹤0.01% | 80 |
|
|
2019
Q3 | – | Sell |
-21
| Closed | -$2K | – | 167 |
|
|
2019
Q2 | $2K | Buy |
+21
| New | +$2K | ﹤0.01% | 68 |
|