Pinnacle Wealth Management Advisory Group’s Vanguard Small-Cap Value ETF VBR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $317K | Sell |
1,625
-217
| -12% | -$42.3K | 0.03% | 288 |
|
|
2025
Q1 | $343K | Buy |
1,842
+37
| +2% | +$6.89K | 0.03% | 268 |
|
|
2024
Q4 | $358K | Sell |
1,805
-11
| -0.6% | -$2.18K | 0.03% | 257 |
|
|
2024
Q3 | $365K | Buy |
1,816
+145
| +9% | +$29.1K | 0.03% | 243 |
|
|
2024
Q2 | $305K | Buy |
1,671
+176
| +12% | +$32.1K | 0.03% | 265 |
|
|
2024
Q1 | $287K | Sell |
1,495
-45
| -3% | -$8.64K | 0.03% | 268 |
|
|
2023
Q4 | $277K | Buy |
+1,540
| New | +$277K | 0.03% | 264 |
|
|
2022
Q2 | – | Sell |
-1,581
| Closed | -$278K | – | 303 |
|
|
2022
Q1 | $278K | Buy |
+1,581
| New | +$278K | 0.04% | 235 |
|