PWMAG
Pinnacle Wealth Management Advisory Group’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $387K | Buy |
4,874
+555
| +13% | +$44.1K | 0.03% | 259 |
|
|
2025
Q1 | $341K | Buy |
4,319
+42
| +1% | +$3.32K | 0.03% | 269 |
|
|
2024
Q4 | $334K | Sell |
4,277
-476
| -10% | -$37.1K | 0.03% | 269 |
|
|
2024
Q3 | $378K | Sell |
4,753
-84
| -2% | -$6.67K | 0.04% | 236 |
|
|
2024
Q2 | $374K | Sell |
4,837
-1,047
| -18% | -$80.9K | 0.04% | 237 |
|
|
2024
Q1 | $455K | Sell |
5,884
-225
| -4% | -$17.4K | 0.05% | 203 |
|
|
2023
Q4 | $473K | Sell |
6,109
-1,227
| -17% | -$94.9K | 0.06% | 192 |
|
|
2023
Q3 | $551K | Sell |
7,336
-1,115
| -13% | -$83.8K | 0.07% | 165 |
|
|
2023
Q2 | $639K | Sell |
8,451
-820
| -9% | -$62K | 0.08% | 155 |
|
|
2023
Q1 | $707K | Sell |
9,271
-13,096
| -59% | -$998K | 0.1% | 146 |
|
|
2022
Q4 | $1.68M | Sell |
22,367
-4,683
| -17% | -$352K | 0.25% | 81 |
|
|
2022
Q3 | $2.01M | Sell |
27,050
-73,484
| -73% | -$5.46M | 0.33% | 71 |
|
|
2022
Q2 | $7.67M | Sell |
100,534
-21,924
| -18% | -$1.67M | 1.24% | 18 |
|
|
2022
Q1 | $9.56M | Sell |
122,458
-12,330
| -9% | -$963K | 1.38% | 16 |
|
|
2021
Q4 | $11M | Buy |
134,788
+16,959
| +14% | +$1.38M | 1.79% | 12 |
|
|
2021
Q3 | $9.71M | Buy |
117,829
+565
| +0.5% | +$46.6K | 2.27% | 7 |
|
|
2021
Q2 | $9.7M | Buy |
117,264
+170
| +0.1% | +$14.1K | 2.27% | 8 |
|
|
2021
Q1 | $9.66M | Buy |
117,094
+33,282
| +40% | +$2.75M | 2.71% | 7 |
|
|
2020
Q4 | $6.98M | Buy |
83,812
+15,764
| +23% | +$1.31M | 2.13% | 11 |
|
|
2020
Q3 | $5.64M | Buy |
68,048
+14,822
| +28% | +$1.23M | 1.96% | 13 |
|
|
2020
Q2 | $4.4M | Buy |
53,226
+19,599
| +58% | +$1.62M | 1.63% | 17 |
|
|
2020
Q1 | $2.66M | Buy |
33,627
+2,240
| +7% | +$177K | 1.29% | 21 |
|
|
2019
Q4 | $2.54M | Buy |
31,387
+2,797
| +10% | +$227K | 0.95% | 28 |
|
|
2019
Q3 | $2.32M | Buy |
28,590
+162
| +0.6% | +$13.1K | 0.97% | 27 |
|
|
2019
Q2 | $2.29M | Buy |
28,428
+740
| +3% | +$59.7K | 0.98% | 25 |
|
|
2019
Q1 | $2.21M | Buy |
27,688
+1,589
| +6% | +$127K | 1% | 26 |
|
|
2018
Q4 | $2.03M | Sell |
26,099
-2,178
| -8% | -$170K | 1.1% | 20 |
|
|
2018
Q3 | $2.21M | Buy |
28,277
+2,448
| +9% | +$191K | 1.09% | 22 |
|
|
2018
Q2 | $2.02M | Sell |
25,829
-2,026
| -7% | -$158K | 1.08% | 23 |
|
|
2018
Q1 | $2.19M | Sell |
27,855
-1,754
| -6% | -$138K | 1.24% | 19 |
|
|
2017
Q4 | $2.35M | Sell |
29,609
-416
| -1% | -$33K | 1.3% | 18 |
|
|
2017
Q3 | $2.41M | Sell |
30,025
-480
| -2% | -$38.5K | 1.4% | 16 |
|
|
2017
Q2 | $2.44M | Buy |
30,505
+1,365
| +5% | +$109K | 1.51% | 14 |
|
|
2017
Q1 | $2.32M | Buy |
29,140
+1,208
| +4% | +$96.3K | 1.61% | 13 |
|
|
2016
Q4 | $2.22M | Buy |
27,932
+3,802
| +16% | +$302K | 1.59% | 14 |
|
|
2016
Q3 | $1.94M | Sell |
24,130
-1,505
| -6% | -$121K | 1.47% | 17 |
|
|
2016
Q2 | $2.07M | Buy |
25,635
+1,670
| +7% | +$135K | 1.64% | 13 |
|
|
2016
Q1 | $1.92M | Buy |
23,965
+165
| +0.7% | +$13.2K | 1.7% | 12 |
|
|
2015
Q4 | $1.88M | Sell |
23,800
-1,125
| -5% | -$88.9K | 1.72% | 11 |
|
|
2015
Q3 | $1.99M | Sell |
24,925
-588
| -2% | -$46.9K | 1.92% | 13 |
|
|
2015
Q2 | $2.03M | Sell |
25,513
-2,117
| -8% | -$168K | 1.88% | 10 |
|
|
2015
Q1 | $2.22M | Sell |
27,630
-2,185
| -7% | -$175K | 1.99% | 11 |
|
|
2014
Q4 | $2.37M | Buy |
+29,815
| New | +$2.37M | 2.21% | 9 |
|