PWMAG
Pinnacle Wealth Management Advisory Group’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $873K | Buy |
10,526
+1,130
| +12% | +$93.7K | 0.07% | 155 |
|
|
2025
Q1 | $768K | Buy |
9,396
+820
| +10% | +$67K | 0.07% | 155 |
|
|
2024
Q4 | $688K | Hold |
8,576
| – | – | 0.06% | 169 |
|
|
2024
Q3 | $718K | Buy |
8,576
+75
| +0.9% | +$6.28K | 0.07% | 160 |
|
|
2024
Q2 | $679K | Buy |
8,501
+939
| +12% | +$75.1K | 0.07% | 159 |
|
|
2024
Q1 | $609K | Buy |
7,562
+2,941
| +64% | +$237K | 0.07% | 170 |
|
|
2023
Q4 | $376K | Sell |
4,621
-150
| -3% | -$12.2K | 0.04% | 214 |
|
|
2023
Q3 | $363K | Buy |
4,771
+1,250
| +36% | +$95K | 0.05% | 209 |
|
|
2023
Q2 | $278K | Buy |
+3,521
| New | +$278K | 0.03% | 251 |
|
|
2022
Q2 | – | Sell |
-2,581
| Closed | -$222K | – | 304 |
|
|
2022
Q1 | $222K | Sell |
2,581
-160
| -6% | -$13.8K | 0.03% | 260 |
|
|
2021
Q4 | $254K | Sell |
2,741
-1,050
| -28% | -$97.3K | 0.04% | 231 |
|
|
2021
Q3 | $358K | Buy |
3,791
+579
| +18% | +$54.7K | 0.08% | 167 |
|
|
2021
Q2 | $305K | Buy |
3,212
+27
| +0.8% | +$2.56K | 0.07% | 174 |
|
|
2021
Q1 | $296K | Hold |
3,185
| – | – | 0.08% | 154 |
|
|
2020
Q4 | $309K | Buy |
3,185
+550
| +21% | +$53.4K | 0.09% | 146 |
|
|
2020
Q3 | $252K | Buy |
+2,635
| New | +$252K | 0.09% | 155 |
|
|
2020
Q1 | – | Sell |
-2,250
| Closed | -$205K | – | 198 |
|
|
2019
Q4 | $205K | Hold |
2,250
| – | – | 0.08% | 180 |
|
|
2019
Q3 | $205K | Buy |
2,250
+10
| +0.4% | +$911 | 0.09% | 169 |
|
|
2019
Q2 | $201K | Buy |
+2,240
| New | +$201K | 0.09% | 182 |
|