PWMAG
Pinnacle Wealth Management Advisory Group’s Vanguard US Value Factor ETF VFVA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-3,273
| Closed | -$238K | – | 186 |
|
|
2019
Q2 | $238K | Sell |
3,273
-830
| -20% | -$60.4K | 0.1% | 165 |
|
|
2019
Q1 | $296K | Sell |
4,103
-13,495
| -77% | -$974K | 0.13% | 140 |
|
|
2018
Q4 | $1.13M | Sell |
17,598
-19,785
| -53% | -$1.26M | 0.61% | 50 |
|
|
2018
Q3 | $2.99M | Sell |
37,383
-16,777
| -31% | -$1.34M | 1.48% | 17 |
|
|
2018
Q2 | $4.26M | Buy |
+54,160
| New | +$4.26M | 2.29% | 8 |
|