BFG
Beacon Financial Group’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $282K | Hold |
3,549
| – | – | 0.03% | 292 |
|
|
2025
Q1 | $280K | Sell |
3,549
-342
| -9% | -$27K | 0.03% | 286 |
|
|
2024
Q4 | $304K | Sell |
3,891
-416
| -10% | -$32.5K | 0.03% | 281 |
|
|
2024
Q3 | $342K | Sell |
4,307
-100
| -2% | -$7.94K | 0.04% | 265 |
|
|
2024
Q2 | $341K | Sell |
4,407
-1,501
| -25% | -$116K | 0.04% | 254 |
|
|
2024
Q1 | $457K | Sell |
5,908
-6,369
| -52% | -$492K | 0.05% | 226 |
|
|
2023
Q4 | $950K | Sell |
12,277
-5,587
| -31% | -$432K | 0.12% | 153 |
|
|
2023
Q3 | $1.35M | Sell |
17,864
-158
| -0.9% | -$12K | 0.19% | 115 |
|
|
2023
Q2 | $1.36M | Sell |
18,022
-343
| -2% | -$25.9K | 0.18% | 116 |
|
|
2023
Q1 | $1.4M | Sell |
18,365
-3,050
| -14% | -$233K | 0.2% | 114 |
|
|
2022
Q4 | $1.61M | Sell |
21,415
-22,149
| -51% | -$1.67M | 0.22% | 108 |
|
|
2022
Q3 | $3.24M | Sell |
43,564
-177,795
| -80% | -$13.2M | 0.5% | 57 |
|
|
2022
Q2 | $16.8M | Sell |
221,359
-1,829
| -0.8% | -$139K | 2.51% | 4 |
|
|
2022
Q1 | $17.4M | Buy |
223,188
+5,021
| +2% | +$393K | 2.32% | 6 |
|
|
2021
Q4 | $17.7M | Sell |
218,167
-2,610
| -1% | -$212K | 2.3% | 6 |
|
|
2021
Q3 | $18.2M | Buy |
220,777
+4,158
| +2% | +$343K | 2.44% | 7 |
|
|
2021
Q2 | $17.9M | Sell |
216,619
-6,368
| -3% | -$527K | 2.54% | 6 |
|
|
2021
Q1 | $18.5M | Hold |
222,987
| – | – | 2.9% | 5 |
|
|
2020
Q4 | $18.5M | Buy |
222,987
+1,980
| +0.9% | +$165K | 2.9% | 4 |
|
|
2020
Q3 | $18.3M | Buy |
221,007
+88
| +0% | +$7.29K | 3.28% | 3 |
|
|
2020
Q2 | $18.2M | Buy |
220,919
+14,736
| +7% | +$1.22M | 3.52% | 3 |
|
|
2020
Q1 | $16.3M | Sell |
206,183
-2,872
| -1% | -$226K | 3.58% | 2 |
|
|
2019
Q4 | $16.9M | Buy |
209,055
+10,014
| +5% | +$811K | 2.12% | 5 |
|
|
2019
Q3 | $16.1M | Sell |
199,041
-3,510
| -2% | -$284K | 2.75% | 4 |
|
|
2019
Q2 | $16.3M | Buy |
202,551
+2,844
| +1% | +$229K | 2.79% | 3 |
|
|
2019
Q1 | $15.9K | Buy |
199,707
+2,034
| +1% | +$162 | 2.61% | 5 |
|
|
2018
Q4 | $15.4M | Sell |
197,673
-10,733
| -5% | -$835K | 2.89% | 3 |
|
|
2018
Q3 | $16.3M | Sell |
208,406
-4,741
| -2% | -$371K | 2.75% | 4 |
|
|
2018
Q2 | $16.6M | Sell |
213,147
-6,147
| -3% | -$480K | 2.81% | 4 |
|
|
2018
Q1 | $17.2M | Buy |
219,294
+16,889
| +8% | +$1.32M | 2.93% | 4 |
|
|
2017
Q4 | $16.1M | Sell |
202,405
-11,771
| -5% | -$933K | 2.8% | 7 |
|
|
2017
Q3 | $17.2M | Buy |
+214,176
| New | +$17.2M | 3.1% | 3 |
|