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Beacon Capital Management Inc (Ohio)’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Beacon Capital Management Inc (Ohio)’s Portfolio VUG Stock Details VUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-1,200
Closed -$64K – 75
2021
Q4 		$64K Buy
+1,200
New +$62.5K ﹤0.01% 37
2019
Q3 		– Sell
-36
Closed -$1K – 162
2019
Q2 		$1K Buy
+36
New +$962 ﹤0.01% 88

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UBS Group
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TF
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Beacon Capital Management Inc (Ohio)'s VUG Position: Q1 2022 in Review

Beacon Capital Management Inc (Ohio) sold out of Vanguard Morningstar Growth ETF (VUG) in Q1 2022, closing a stake of 1,200 shares — an estimated $64K sold.

Beacon Capital Management Inc (Ohio) first reported a position in VUG in Q2 2019 and held it in 2 quarters. The position peaked at $64K in Q4 2021. 1,634 funds tracked by Wall St. Rank hold VUG as of Q1 2022.

  • Beacon Capital Management Inc (Ohio) reported no remaining Vanguard Morningstar Growth ETF position as of Q1 2022 after selling out during the quarter.
  • Beacon Capital Management Inc (Ohio) sold 1,200 Vanguard Morningstar Growth ETF shares in Q1 2022, an estimated $64K.
  • Beacon Capital Management Inc (Ohio) first reported a position in Vanguard Morningstar Growth ETF in Q2 2019 and held it in 2 quarters.
  • Beacon Capital Management Inc (Ohio)'s Vanguard Morningstar Growth ETF position peaked at $64K in Q4 2021.
  • 1,634 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q1 2022.

Based on Beacon Capital Management Inc (Ohio)'s 13F filing for Q1 2022, filed 7 Apr 2022.