Beacon Capital Management LLC (Tennessee)’s Vanguard Total World Stock ETF VT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q4
Sell
-121
Closed -$10K 1053
2022
Q3
$10K Buy
+121
New +$10.6K ﹤0.01% 486

Other funds holding VT

Beacon Capital Management LLC (Tennessee)'s VT Position: Q4 2022 in Review

Beacon Capital Management LLC (Tennessee) sold out of Vanguard Total World Stock ETF (VT) in Q4 2022, closing a stake of 121 shares — an estimated $10K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in VT in Q3 2022 and held it in 1 quarter. The position peaked at $10K in Q3 2022. 738 funds tracked by Wall St. Rank hold VT as of Q4 2022.

  • Beacon Capital Management LLC (Tennessee) reported no remaining Vanguard Total World Stock ETF position as of Q4 2022 after selling out during the quarter.
  • Beacon Capital Management LLC (Tennessee) sold 121 Vanguard Total World Stock ETF shares in Q4 2022, an estimated $10K.
  • Beacon Capital Management LLC (Tennessee) first reported a position in Vanguard Total World Stock ETF in Q3 2022 and held it in 1 quarter.
  • Beacon Capital Management LLC (Tennessee)'s Vanguard Total World Stock ETF position peaked at $10K in Q3 2022.
  • 738 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q4 2022.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q4 2022, filed 27 Jan 2023.