PAG
Pinnacle Advisory Group’s Vanguard Total Stock Market ETF VTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $1.46M | Buy |
7,046
+2,493
| +55% | +$515K | 0.07% | 96 |
|
|
2020
Q4 | $886K | Sell |
4,553
-2
| -0% | -$389 | 0.05% | 102 |
|
|
2020
Q3 | $776K | Buy |
4,555
+152
| +3% | +$25.9K | 0.05% | 103 |
|
|
2020
Q2 | $689K | Sell |
4,403
-380
| -8% | -$59.5K | 0.05% | 107 |
|
|
2020
Q1 | $617K | Buy |
4,783
+381
| +9% | +$49.1K | 0.06% | 98 |
|
|
2019
Q4 | $720K | Sell |
4,402
-115
| -3% | -$18.8K | 0.05% | 102 |
|
|
2019
Q3 | $682K | Hold |
4,517
| – | – | 0.05% | 100 |
|
|
2019
Q2 | $678K | Sell |
4,517
-1,775
| -28% | -$266K | 0.05% | 104 |
|
|
2019
Q1 | $911K | Sell |
6,292
-643
| -9% | -$93.1K | 0.06% | 86 |
|
|
2018
Q4 | $885K | Buy |
6,935
+252
| +4% | +$32.2K | 0.07% | 83 |
|
|
2018
Q3 | $1M | Buy |
6,683
+1,964
| +42% | +$294K | 0.07% | 75 |
|
|
2018
Q2 | $663K | Sell |
4,719
-2,495
| -35% | -$351K | 0.04% | 93 |
|
|
2018
Q1 | $979K | Buy |
7,214
+1,558
| +28% | +$211K | 0.06% | 80 |
|
|
2017
Q4 | $776K | Buy |
5,656
+23
| +0.4% | +$3.16K | 0.05% | 102 |
|
|
2017
Q3 | $730K | Buy |
5,633
+93
| +2% | +$12.1K | 0.05% | 99 |
|
|
2017
Q2 | $689K | Buy |
5,540
+217
| +4% | +$27K | 0.04% | 93 |
|
|
2017
Q1 | $646K | Sell |
5,323
-225
| -4% | -$27.3K | 0.04% | 97 |
|
|
2016
Q4 | $640K | Sell |
5,548
-45
| -0.8% | -$5.19K | 0.04% | 90 |
|
|
2016
Q3 | $614K | Sell |
5,593
-734
| -12% | -$80.6K | 0.05% | 61 |
|
|
2016
Q2 | $678K | Buy |
6,327
+1,430
| +29% | +$153K | 0.05% | 56 |
|
|
2016
Q1 | $513K | Buy |
+4,897
| New | +$513K | 0.05% | 56 |
|