PWMAG
Pinnacle Wealth Management Advisory Group’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-4,900
| Closed | -$301K | – | 270 |
|
|
2021
Q3 | $301K | Hold |
4,900
| – | – | 0.07% | 177 |
|
|
2021
Q2 | $301K | Sell |
4,900
-325
| -6% | -$20K | 0.07% | 177 |
|
|
2021
Q1 | $321K | Sell |
5,225
-1,200
| -19% | -$73.7K | 0.09% | 148 |
|
|
2020
Q4 | $396K | Sell |
6,425
-11,035
| -63% | -$680K | 0.12% | 131 |
|
|
2020
Q3 | $1.08M | Sell |
17,460
-3,140
| -15% | -$195K | 0.38% | 72 |
|
|
2020
Q2 | $1.28M | Buy |
20,600
+15,875
| +336% | +$987K | 0.48% | 59 |
|
|
2020
Q1 | $295K | Buy |
+4,725
| New | +$295K | 0.14% | 118 |
|