Pinnacle Wealth Management Advisory Group’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $6.45M | Sell |
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|
2025
Q2 | $6.08M | Sell |
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|
2025
Q1 | $5.73M | Buy |
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|
2024
Q4 | $5.99M | Buy |
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|
2024
Q3 | $5.64M | Sell |
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|
2024
Q2 | $5.35M | Buy |
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|
2024
Q1 | $4.34M | Buy |
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|
2023
Q4 | $3.88M | Sell |
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|
2023
Q3 | $3.5M | Hold |
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|
2023
Q2 | $3.63M | Buy |
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|
2023
Q1 | $3.16M | Sell |
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|
2022
Q4 | $7.63M | Sell |
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|
2022
Q3 | $12M | Buy |
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|
2022
Q2 | $2.98M | Buy |
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|
2022
Q1 | $3.52M | Buy |
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|
2021
Q4 | $3.66M | Buy |
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|
2021
Q3 | $3.2M | Buy |
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|
2021
Q2 | $2.73M | Sell |
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|
2021
Q1 | $2.64M | Sell |
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|
2020
Q4 | $2.5M | Hold |
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|
2020
Q3 | $2.24M | Sell |
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|
2020
Q2 | $2.37M | Buy |
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|
2020
Q1 | $1.73M | Buy |
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|
2019
Q4 | $2.12M | Hold |
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|
2019
Q3 | $1.96M | Hold |
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|
2019
Q2 | $1.93M | Sell |
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|
2019
Q1 | $1.9M | Buy |
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|
2018
Q4 | $1.65M | Buy |
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|
2018
Q3 | $1.89M | Buy |
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|
2018
Q2 | $250K | Hold |
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|
2018
Q1 | $242K | Hold |
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|
2017
Q4 | $245K | Hold |
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|
2017
Q3 | $231K | Hold |
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|
2017
Q2 | $222K | Hold |
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|
2017
Q1 | $216K | Hold |
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|
2016
Q4 | $205K | Buy |
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