Beacon Capital Management LLC (Tennessee)’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.3K | Hold |
288
| – | – | ﹤0.01% | 486 |
|
|
2025
Q1 | $22.1K | Hold |
288
| – | – | ﹤0.01% | 463 |
|
|
2024
Q4 | $21.5K | Buy |
288
+66
| +30% | +$4.93K | ﹤0.01% | 458 |
|
|
2024
Q3 | $17.4K | Sell |
222
-1,259
| -85% | -$98.7K | ﹤0.01% | 519 |
|
|
2024
Q2 | $111K | Hold |
1,481
| – | – | 0.02% | 160 |
|
|
2024
Q1 | $112K | Buy |
1,481
+1,469
| +12,242% | +$111K | 0.02% | 162 |
|
|
2023
Q4 | $868 | Buy |
12
+6
| +100% | +$434 | ﹤0.01% | 883 |
|
|
2023
Q3 | $451 | Hold |
6
| – | – | ﹤0.01% | 966 |
|
|
2023
Q2 | $451 | Buy |
+6
| New | +$451 | ﹤0.01% | 966 |
|
|
2022
Q3 | – | Sell |
-10
| Closed | -$1K | – | 880 |
|
|
2022
Q2 | $1K | Hold |
10
| – | – | ﹤0.01% | 834 |
|
|
2022
Q1 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 834 |
|