Beacon Capital Management LLC (Tennessee)’s Vanguard High Dividend Yield ETF VYM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $258K | Sell |
1,935
-335
| -15% | -$44.7K | 0.03% | 105 |
|
|
2025
Q1 | $293K | Sell |
2,270
-139
| -6% | -$17.9K | 0.04% | 99 |
|
|
2024
Q4 | $307K | Buy |
2,409
+47
| +2% | +$6K | 0.04% | 91 |
|
|
2024
Q3 | $303K | Buy |
2,362
+14
| +0.6% | +$1.8K | 0.04% | 91 |
|
|
2024
Q2 | $278K | Buy |
2,348
+307
| +15% | +$36.4K | 0.05% | 83 |
|
|
2024
Q1 | $247K | Buy |
2,041
+622
| +44% | +$75.2K | 0.05% | 89 |
|
|
2023
Q4 | $146K | Buy |
1,419
+5
| +0.4% | +$516 | 0.04% | 113 |
|
|
2023
Q3 | $150K | Hold |
1,414
| – | – | 0.04% | 111 |
|
|
2023
Q2 | $150K | Buy |
1,414
+5
| +0.4% | +$530 | 0.04% | 111 |
|
|
2023
Q1 | $149K | Sell |
1,409
-82
| -5% | -$8.65K | 0.04% | 104 |
|
|
2022
Q4 | $161K | Buy |
1,491
+14
| +0.9% | +$1.51K | 0.05% | 103 |
|
|
2022
Q3 | $149K | Sell |
1,477
-11
| -0.7% | -$1.11K | 0.05% | 109 |
|
|
2022
Q2 | $167K | Hold |
1,488
| – | – | 0.04% | 112 |
|
|
2022
Q1 | $167K | Buy |
+1,488
| New | +$167K | 0.04% | 112 |
|