Beacon Capital Management LLC (Tennessee)’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.8K | Hold |
141
| – | – | ﹤0.01% | 555 |
|
|
2025
Q1 | $13.9K | Hold |
141
| – | – | ﹤0.01% | 556 |
|
|
2024
Q4 | $14.8K | Buy |
141
+1
| +0.7% | +$105 | ﹤0.01% | 530 |
|
|
2024
Q3 | $14.8K | Hold |
140
| – | – | ﹤0.01% | 562 |
|
|
2024
Q2 | $13.9K | Hold |
140
| – | – | ﹤0.01% | 513 |
|
|
2024
Q1 | $14.4K | Hold |
140
| – | – | ﹤0.01% | 512 |
|
|
2023
Q4 | $11.8K | Hold |
140
| – | – | ﹤0.01% | 483 |
|
|
2023
Q3 | $12.4K | Hold |
140
| – | – | ﹤0.01% | 501 |
|
|
2023
Q2 | $12.4K | Hold |
140
| – | – | ﹤0.01% | 501 |
|
|
2023
Q1 | $11.9K | Buy |
+140
| New | +$11.9K | ﹤0.01% | 461 |
|