BFG
Beacon Financial Group’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.81M | Buy |
33,773
+5,079
| +18% | +$572K | 0.4% | 67 |
|
2025
Q1 | $3.2M | Buy |
28,694
+4,225
| +17% | +$471K | 0.35% | 77 |
|
2024
Q4 | $2.7M | Buy |
24,469
+5,800
| +31% | +$640K | 0.29% | 88 |
|
2024
Q3 | $2.03M | Sell |
18,669
-4,504
| -19% | -$491K | 0.22% | 109 |
|
2024
Q2 | $2.5M | Buy |
23,173
+1,261
| +6% | +$136K | 0.28% | 91 |
|
2024
Q1 | $2.33M | Buy |
+21,912
| New | +$2.33M | 0.27% | 93 |
|