BFG
Beacon Financial Group’s Vanguard Mid-Cap ETF VO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.42M | Buy |
5,089
+49
| +1% | +$13.7K | 0.15% | 139 |
|
|
2025
Q1 | $1.3M | Sell |
5,040
-477
| -9% | -$123K | 0.14% | 139 |
|
|
2024
Q4 | $1.46M | Hold |
5,517
| – | – | 0.16% | 138 |
|
|
2024
Q3 | $1.46M | Hold |
5,517
| – | – | 0.16% | 139 |
|
|
2024
Q2 | $1.34M | Sell |
5,517
-21
| -0.4% | -$5.08K | 0.15% | 141 |
|
|
2024
Q1 | $1.38M | Sell |
5,538
-161
| -3% | -$40.2K | 0.16% | 137 |
|
|
2023
Q4 | $1.33M | Buy |
5,699
+1,264
| +29% | +$294K | 0.16% | 135 |
|
|
2023
Q3 | $974K | Sell |
4,435
-6,495
| -59% | -$1.43M | 0.14% | 139 |
|
|
2023
Q2 | $2.38M | Sell |
10,930
-3
| -0% | -$654 | 0.32% | 85 |
|
|
2023
Q1 | $2.28M | Sell |
10,933
-571
| -5% | -$119K | 0.32% | 86 |
|
|
2022
Q4 | $2.35M | Buy |
11,504
+33
| +0.3% | +$6.73K | 0.32% | 83 |
|
|
2022
Q3 | $2.31M | Hold |
11,471
| – | – | 0.36% | 76 |
|
|
2022
Q2 | $2.31M | Buy |
11,471
+28
| +0.2% | +$5.65K | 0.34% | 81 |
|
|
2022
Q1 | $2.76M | Buy |
11,443
+47
| +0.4% | +$11.3K | 0.37% | 75 |
|
|
2021
Q4 | $2.89M | Sell |
11,396
-105
| -0.9% | -$26.6K | 0.38% | 73 |
|
|
2021
Q3 | $2.75M | Buy |
11,501
+6
| +0.1% | +$1.44K | 0.37% | 76 |
|
|
2021
Q2 | $2.7M | Sell |
11,495
-741
| -6% | -$174K | 0.38% | 75 |
|
|
2021
Q1 | $2.63M | Hold |
12,236
| – | – | 0.41% | 73 |
|
|
2020
Q4 | $2.63M | Buy |
12,236
+641
| +6% | +$138K | 0.41% | 74 |
|
|
2020
Q3 | $1.87M | Hold |
11,595
| – | – | 0.33% | 84 |
|
|
2020
Q2 | $1.87M | Sell |
11,595
-1,804
| -13% | -$291K | 0.36% | 79 |
|
|
2020
Q1 | $1.8M | Buy |
13,399
+3,050
| +29% | +$411K | 0.4% | 73 |
|
|
2019
Q4 | $1.84M | Buy |
10,349
+3,160
| +44% | +$563K | 0.23% | 91 |
|
|
2019
Q3 | $1.2M | Buy |
7,189
+277
| +4% | +$46.2K | 0.2% | 105 |
|
|
2019
Q2 | $1.16M | Buy |
6,912
+70
| +1% | +$11.7K | 0.2% | 108 |
|
|
2019
Q1 | $1.1K | Buy |
6,842
+139
| +2% | +$22 | 0.18% | 107 |
|
|
2018
Q4 | $917K | Buy |
6,703
+2,003
| +43% | +$274K | 0.17% | 108 |
|
|
2018
Q3 | $772K | Buy |
4,700
+84
| +2% | +$13.8K | 0.13% | 113 |
|
|
2018
Q2 | $728K | Buy |
4,616
+907
| +24% | +$143K | 0.12% | 121 |
|
|
2018
Q1 | $572K | Buy |
3,709
+237
| +7% | +$36.6K | 0.1% | 133 |
|
|
2017
Q4 | $537K | Buy |
3,472
+174
| +5% | +$26.9K | 0.09% | 132 |
|
|
2017
Q3 | $485K | Buy |
3,298
+105
| +3% | +$15.4K | 0.09% | 134 |
|
|
2017
Q2 | $454K | Buy |
+3,193
| New | +$454K | 0.09% | 134 |
|