PWMAG
Pinnacle Wealth Management Advisory Group’s Vanguard S&P 500 ETF VOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.08M | Sell |
10,701
-442
| -4% | -$251K | 0.5% | 50 |
|
|
2025
Q1 | $5.73M | Buy |
11,143
+30
| +0.3% | +$15.4K | 0.53% | 48 |
|
|
2024
Q4 | $5.99M | Buy |
11,113
+430
| +4% | +$232K | 0.56% | 43 |
|
|
2024
Q3 | $5.64M | Sell |
10,683
-21
| -0.2% | -$11.1K | 0.54% | 46 |
|
|
2024
Q2 | $5.35M | Buy |
10,704
+1,678
| +19% | +$839K | 0.55% | 43 |
|
|
2024
Q1 | $4.34M | Buy |
9,026
+139
| +2% | +$66.8K | 0.47% | 51 |
|
|
2023
Q4 | $3.88M | Sell |
8,887
-30
| -0.3% | -$13.1K | 0.45% | 55 |
|
|
2023
Q3 | $3.5M | Hold |
8,917
| – | – | 0.45% | 55 |
|
|
2023
Q2 | $3.63M | Buy |
8,917
+511
| +6% | +$208K | 0.45% | 57 |
|
|
2023
Q1 | $3.16M | Sell |
8,406
-13,320
| -61% | -$5.01M | 0.43% | 61 |
|
|
2022
Q4 | $7.63M | Sell |
21,726
-14,829
| -41% | -$5.21M | 1.15% | 20 |
|
|
2022
Q3 | $12M | Buy |
36,555
+27,969
| +326% | +$9.18M | 2% | 14 |
|
|
2022
Q2 | $2.98M | Buy |
8,586
+107
| +1% | +$37.1K | 0.48% | 57 |
|
|
2022
Q1 | $3.52M | Buy |
8,479
+86
| +1% | +$35.7K | 0.51% | 55 |
|
|
2021
Q4 | $3.66M | Buy |
8,393
+286
| +4% | +$125K | 0.6% | 48 |
|
|
2021
Q3 | $3.2M | Buy |
8,107
+1,167
| +17% | +$460K | 0.75% | 32 |
|
|
2021
Q2 | $2.73M | Sell |
6,940
-304
| -4% | -$120K | 0.64% | 38 |
|
|
2021
Q1 | $2.64M | Sell |
7,244
-37
| -0.5% | -$13.5K | 0.74% | 31 |
|
|
2020
Q4 | $2.5M | Hold |
7,281
| – | – | 0.76% | 31 |
|
|
2020
Q3 | $2.24M | Sell |
7,281
-1,087
| -13% | -$334K | 0.78% | 32 |
|
|
2020
Q2 | $2.37M | Buy |
8,368
+1,086
| +15% | +$308K | 0.88% | 25 |
|
|
2020
Q1 | $1.73M | Buy |
7,282
+104
| +1% | +$24.6K | 0.84% | 31 |
|
|
2019
Q4 | $2.12M | Hold |
7,178
| – | – | 0.79% | 31 |
|
|
2019
Q3 | $1.96M | Hold |
7,178
| – | – | 0.82% | 30 |
|
|
2019
Q2 | $1.93M | Sell |
7,178
-150
| -2% | -$40.4K | 0.82% | 31 |
|
|
2019
Q1 | $1.9M | Buy |
7,328
+164
| +2% | +$42.6K | 0.86% | 29 |
|
|
2018
Q4 | $1.65M | Buy |
7,164
+102
| +1% | +$23.4K | 0.89% | 31 |
|
|
2018
Q3 | $1.89M | Buy |
7,062
+6,062
| +606% | +$1.62M | 0.93% | 26 |
|
|
2018
Q2 | $250K | Hold |
1,000
| – | – | 0.13% | 122 |
|
|
2018
Q1 | $242K | Hold |
1,000
| – | – | 0.14% | 125 |
|
|
2017
Q4 | $245K | Hold |
1,000
| – | – | 0.14% | 125 |
|
|
2017
Q3 | $231K | Hold |
1,000
| – | – | 0.13% | 132 |
|
|
2017
Q2 | $222K | Hold |
1,000
| – | – | 0.14% | 132 |
|
|
2017
Q1 | $216K | Hold |
1,000
| – | – | 0.15% | 122 |
|
|
2016
Q4 | $205K | Buy |
+1,000
| New | +$205K | 0.15% | 119 |
|