Beacon Capital Management LLC (Tennessee)’s Vanguard Mid-Cap Value ETF VOE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $142K | Sell |
864
-184
| -18% | -$30.3K | 0.02% | 160 |
|
|
2025
Q1 | $168K | Buy |
1,048
+367
| +54% | +$58.9K | 0.02% | 138 |
|
|
2024
Q4 | $110K | Sell |
681
-16
| -2% | -$2.59K | 0.01% | 178 |
|
|
2024
Q3 | $117K | Sell |
697
-75
| -10% | -$12.6K | 0.02% | 174 |
|
|
2024
Q2 | $116K | Hold |
772
| – | – | 0.02% | 156 |
|
|
2024
Q1 | $120K | Buy |
772
+178
| +30% | +$27.8K | 0.02% | 151 |
|
|
2023
Q4 | $77.8K | Buy |
594
+6
| +1% | +$786 | 0.02% | 161 |
|
|
2023
Q3 | $81.4K | Hold |
588
| – | – | 0.02% | 172 |
|
|
2023
Q2 | $81.4K | Sell |
588
-9
| -2% | -$1.25K | 0.02% | 172 |
|
|
2023
Q1 | $80K | Sell |
597
-10
| -2% | -$1.34K | 0.02% | 165 |
|
|
2022
Q4 | $82.1K | Sell |
607
-26
| -4% | -$3.52K | 0.03% | 166 |
|
|
2022
Q3 | $82K | Sell |
633
-1
| -0.2% | -$130 | 0.03% | 164 |
|
|
2022
Q2 | $95K | Hold |
634
| – | – | 0.02% | 163 |
|
|
2022
Q1 | $95K | Buy |
+634
| New | +$95K | 0.02% | 163 |
|