PWMAG
Pinnacle Wealth Management Advisory Group’s Vanguard Total Bond Market BND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.4M | Buy |
195,254
+11,899
| +6% | +$876K | 1.19% | 22 |
|
|
2025
Q1 | $13.5M | Buy |
183,355
+8,616
| +5% | +$633K | 1.26% | 21 |
|
|
2024
Q4 | $12.6M | Buy |
174,739
+6,630
| +4% | +$477K | 1.17% | 23 |
|
|
2024
Q3 | $12.6M | Buy |
168,109
+17,737
| +12% | +$1.33M | 1.21% | 22 |
|
|
2024
Q2 | $10.8M | Buy |
150,372
+12,634
| +9% | +$910K | 1.12% | 25 |
|
|
2024
Q1 | $10M | Buy |
137,738
+16,682
| +14% | +$1.21M | 1.07% | 25 |
|
|
2023
Q4 | $8.9M | Buy |
121,056
+9,752
| +9% | +$717K | 1.04% | 24 |
|
|
2023
Q3 | $7.77M | Buy |
111,304
+9,567
| +9% | +$668K | 1.01% | 26 |
|
|
2023
Q2 | $7.4M | Buy |
101,737
+21,948
| +28% | +$1.6M | 0.92% | 27 |
|
|
2023
Q1 | $5.89M | Buy |
79,789
+29,027
| +57% | +$2.14M | 0.8% | 31 |
|
|
2022
Q4 | $3.65M | Sell |
50,762
-6,225
| -11% | -$447K | 0.55% | 49 |
|
|
2022
Q3 | $4.07M | Buy |
56,987
+340
| +0.6% | +$24.3K | 0.68% | 37 |
|
|
2022
Q2 | $4.26M | Sell |
56,647
-4,892
| -8% | -$368K | 0.69% | 36 |
|
|
2022
Q1 | $4.9M | Sell |
61,539
-26,291
| -30% | -$2.09M | 0.71% | 35 |
|
|
2021
Q4 | $7.44M | Buy |
87,830
+166
| +0.2% | +$14.1K | 1.22% | 19 |
|
|
2021
Q3 | $7.49M | Buy |
87,664
+2,717
| +3% | +$232K | 1.75% | 13 |
|
|
2021
Q2 | $7.3M | Buy |
84,947
+2,716
| +3% | +$233K | 1.71% | 14 |
|
|
2021
Q1 | $6.97M | Buy |
82,231
+1,885
| +2% | +$160K | 1.96% | 13 |
|
|
2020
Q4 | $7.09M | Buy |
80,346
+8,041
| +11% | +$709K | 2.16% | 10 |
|
|
2020
Q3 | $6.38M | Buy |
72,305
+4,716
| +7% | +$416K | 2.22% | 10 |
|
|
2020
Q2 | $5.97M | Buy |
67,589
+9,641
| +17% | +$852K | 2.22% | 11 |
|
|
2020
Q1 | $4.95M | Buy |
57,948
+7,624
| +15% | +$651K | 2.4% | 11 |
|
|
2019
Q4 | $4.22M | Buy |
50,324
+5,718
| +13% | +$479K | 1.58% | 16 |
|
|
2019
Q3 | $3.77M | Buy |
44,606
+5,980
| +15% | +$505K | 1.58% | 17 |
|
|
2019
Q2 | $3.21M | Buy |
38,626
+4,373
| +13% | +$363K | 1.36% | 18 |
|
|
2019
Q1 | $2.78M | Buy |
34,253
+9,493
| +38% | +$771K | 1.26% | 17 |
|
|
2018
Q4 | $1.96M | Sell |
24,760
-6,012
| -20% | -$476K | 1.06% | 21 |
|
|
2018
Q3 | $2.42M | Buy |
30,772
+244
| +0.8% | +$19.2K | 1.2% | 20 |
|
|
2018
Q2 | $2.42M | Sell |
30,528
-426
| -1% | -$33.7K | 1.3% | 20 |
|
|
2018
Q1 | $2.47M | Sell |
30,954
-1,826
| -6% | -$146K | 1.4% | 17 |
|
|
2017
Q4 | $2.67M | Buy |
32,780
+4,165
| +15% | +$340K | 1.48% | 16 |
|
|
2017
Q3 | $2.35M | Buy |
28,615
+476
| +2% | +$39K | 1.36% | 18 |
|
|
2017
Q2 | $2.3M | Buy |
28,139
+66
| +0.2% | +$5.4K | 1.43% | 16 |
|
|
2017
Q1 | $2.28M | Sell |
28,073
-704
| -2% | -$57.1K | 1.57% | 14 |
|
|
2016
Q4 | $2.33M | Buy |
28,777
+3,390
| +13% | +$274K | 1.67% | 12 |
|
|
2016
Q3 | $2.14M | Buy |
25,387
+3,122
| +14% | +$263K | 1.62% | 13 |
|
|
2016
Q2 | $1.88M | Buy |
22,265
+1,987
| +10% | +$168K | 1.49% | 14 |
|
|
2016
Q1 | $1.68M | Buy |
20,278
+1,453
| +8% | +$120K | 1.49% | 18 |
|
|
2015
Q4 | $1.52M | Buy |
18,825
+383
| +2% | +$30.9K | 1.39% | 22 |
|
|
2015
Q3 | $1.51M | Sell |
18,442
-738
| -4% | -$60.5K | 1.46% | 19 |
|
|
2015
Q2 | $1.56M | Buy |
19,180
+6,590
| +52% | +$536K | 1.44% | 17 |
|
|
2015
Q1 | $1.05M | Buy |
12,590
+4,265
| +51% | +$356K | 0.94% | 34 |
|
|
2014
Q4 | $686K | Buy |
+8,325
| New | +$686K | 0.64% | 54 |
|