Pinnacle Wealth Management Advisory Group’s Vanguard Total World Stock ETF VT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $224K | Sell |
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|
2024
Q4 | $989K | Sell |
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|
2024
Q3 | $2.06M | Hold |
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|
2024
Q2 | $1.94M | Hold |
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|
2024
Q1 | $1.9M | Sell |
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|
2023
Q4 | $1.83M | Sell |
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|
2023
Q3 | $1.7M | Hold |
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|
2023
Q2 | $1.76M | Hold |
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|
2023
Q1 | $1.68M | Hold |
|
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|
2022
Q4 | $1.57M | Buy |
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|
2022
Q3 | $321K | Hold |
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|
2022
Q2 | $347K | Buy |
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