PWMAG
Pinnacle Wealth Management Advisory Group’s Vanguard Small-Cap Growth ETF VBK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $414K | Sell |
1,494
-230
| -13% | -$63.7K | 0.03% | 248 |
|
|
2025
Q1 | $434K | Sell |
1,724
-22
| -1% | -$5.54K | 0.04% | 229 |
|
|
2024
Q4 | $489K | Sell |
1,746
-72
| -4% | -$20.2K | 0.05% | 200 |
|
|
2024
Q3 | $486K | Buy |
1,818
+9
| +0.5% | +$2.41K | 0.05% | 207 |
|
|
2024
Q2 | $452K | Buy |
1,809
+405
| +29% | +$101K | 0.05% | 206 |
|
|
2024
Q1 | $366K | Buy |
1,404
+482
| +52% | +$126K | 0.04% | 228 |
|
|
2023
Q4 | $223K | Buy |
+922
| New | +$223K | 0.03% | 300 |
|