Beacon Capital Management LLC (Tennessee)’s Vanguard Short-Term Bond ETF BSV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $97.7K | Sell |
1,241
-205
| -14% | -$16.1K | 0.01% | 215 |
|
|
2025
Q1 | $113K | Sell |
1,446
-364
| -20% | -$28.5K | 0.02% | 181 |
|
|
2024
Q4 | $140K | Sell |
1,810
-231
| -11% | -$17.9K | 0.02% | 152 |
|
|
2024
Q3 | $161K | Sell |
2,041
-148
| -7% | -$11.6K | 0.02% | 139 |
|
|
2024
Q2 | $168K | Sell |
2,189
-53
| -2% | -$4.07K | 0.03% | 118 |
|
|
2024
Q1 | $172K | Buy |
2,242
+66
| +3% | +$5.06K | 0.04% | 118 |
|
|
2023
Q4 | $164K | Buy |
2,176
+355
| +19% | +$26.7K | 0.05% | 103 |
|
|
2023
Q3 | $138K | Hold |
1,821
| – | – | 0.04% | 117 |
|
|
2023
Q2 | $138K | Buy |
1,821
+103
| +6% | +$7.78K | 0.04% | 117 |
|
|
2023
Q1 | $131K | Sell |
1,718
-263
| -13% | -$20.1K | 0.04% | 111 |
|
|
2022
Q4 | $149K | Sell |
1,981
-685
| -26% | -$51.6K | 0.05% | 114 |
|
|
2022
Q3 | $205K | Sell |
2,666
-7
| -0.3% | -$538 | 0.07% | 79 |
|
|
2022
Q2 | $208K | Hold |
2,673
| – | – | 0.05% | 94 |
|
|
2022
Q1 | $208K | Buy |
+2,673
| New | +$208K | 0.05% | 95 |
|