Beacon Capital Management LLC (Tennessee)’s Vanguard Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $219K | Buy |
783
+2
| +0.3% | +$559 | 0.03% | 119 |
|
|
2025
Q1 | $202K | Sell |
781
-288
| -27% | -$74.4K | 0.03% | 122 |
|
|
2024
Q4 | $282K | Buy |
1,069
+114
| +12% | +$30.1K | 0.04% | 99 |
|
|
2024
Q3 | $252K | Buy |
955
+219
| +30% | +$57.8K | 0.04% | 104 |
|
|
2024
Q2 | $178K | Buy |
736
+14
| +2% | +$3.39K | 0.03% | 110 |
|
|
2024
Q1 | $180K | Sell |
722
-109
| -13% | -$27.2K | 0.04% | 113 |
|
|
2023
Q4 | $173K | Sell |
831
-454
| -35% | -$94.6K | 0.05% | 99 |
|
|
2023
Q3 | $283K | Hold |
1,285
| – | – | 0.08% | 69 |
|
|
2023
Q2 | $283K | Buy |
1,285
+222
| +21% | +$48.9K | 0.08% | 69 |
|
|
2023
Q1 | $224K | Sell |
1,063
-86
| -7% | -$18.1K | 0.07% | 80 |
|
|
2022
Q4 | $234K | Buy |
1,149
+127
| +12% | +$25.9K | 0.08% | 73 |
|
|
2022
Q3 | $202K | Sell |
1,022
-22
| -2% | -$4.35K | 0.07% | 81 |
|
|
2022
Q2 | $249K | Hold |
1,044
| – | – | 0.06% | 79 |
|
|
2022
Q1 | $249K | Buy |
+1,044
| New | +$249K | 0.06% | 79 |
|