Pinnacle Wealth Management Advisory Group’s Vanguard FTSE Pacific ETF VPL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q1 | – | Sell |
-6,290
| Closed | -$438K | – | 199 |
|
2019
Q4 | $438K | Buy |
6,290
+100
| +2% | +$6.96K | 0.16% | 117 |
|
2019
Q3 | $409K | Sell |
6,190
-400
| -6% | -$26.4K | 0.17% | 115 |
|
2019
Q2 | $435K | Sell |
6,590
-60
| -0.9% | -$3.96K | 0.19% | 118 |
|
2019
Q1 | $438K | Buy |
6,650
+260
| +4% | +$17.1K | 0.2% | 110 |
|
2018
Q4 | $387K | Sell |
6,390
-4,390
| -41% | -$266K | 0.21% | 112 |
|
2018
Q3 | $766K | Sell |
10,780
-1,525
| -12% | -$108K | 0.38% | 77 |
|
2018
Q2 | $861K | Buy |
12,305
+4,265
| +53% | +$298K | 0.46% | 65 |
|
2018
Q1 | $587K | Buy |
8,040
+325
| +4% | +$23.7K | 0.33% | 81 |
|
2017
Q4 | $562K | Sell |
7,715
-55
| -0.7% | -$4.01K | 0.31% | 83 |
|
2017
Q3 | $530K | Buy |
7,770
+785
| +11% | +$53.5K | 0.31% | 85 |
|
2017
Q2 | $460K | Buy |
+6,985
| New | +$460K | 0.28% | 91 |
|