PWMAG
Pinnacle Wealth Management Advisory Group’s Vanguard US Multifactor ETF VFMF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-13,427
| Closed | -$759K | – | 185 |
|
|
2020
Q1 | $759K | Sell |
13,427
-20,825
| -61% | -$1.18M | 0.37% | 70 |
|
|
2019
Q4 | $2.78M | Buy |
34,252
+1,494
| +5% | +$121K | 1.04% | 26 |
|
|
2019
Q3 | $2.48M | Buy |
32,758
+2,930
| +10% | +$222K | 1.04% | 26 |
|
|
2019
Q2 | $2.26M | Sell |
29,828
-510
| -2% | -$38.7K | 0.96% | 26 |
|
|
2019
Q1 | $2.28M | Buy |
30,338
+5,100
| +20% | +$382K | 1.03% | 24 |
|
|
2018
Q4 | $1.71M | Buy |
25,238
+18,018
| +250% | +$1.22M | 0.92% | 27 |
|
|
2018
Q3 | $595K | Buy |
+7,220
| New | +$595K | 0.29% | 88 |
|