PWMAG
Pinnacle Wealth Management Advisory Group’s Vanguard Total World Stock ETF VT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,935
| Closed | -$224K | – | 386 |
|
|
2025
Q1 | $224K | Sell |
1,935
-6,482
| -77% | -$752K | 0.02% | 323 |
|
|
2024
Q4 | $989K | Sell |
8,417
-8,783
| -51% | -$1.03M | 0.09% | 137 |
|
|
2024
Q3 | $2.06M | Hold |
17,200
| – | – | 0.2% | 91 |
|
|
2024
Q2 | $1.94M | Hold |
17,200
| – | – | 0.2% | 92 |
|
|
2024
Q1 | $1.9M | Sell |
17,200
-587
| -3% | -$64.9K | 0.2% | 93 |
|
|
2023
Q4 | $1.83M | Sell |
17,787
-410
| -2% | -$42.2K | 0.21% | 89 |
|
|
2023
Q3 | $1.7M | Hold |
18,197
| – | – | 0.22% | 89 |
|
|
2023
Q2 | $1.76M | Hold |
18,197
| – | – | 0.22% | 87 |
|
|
2023
Q1 | $1.68M | Hold |
18,197
| – | – | 0.23% | 87 |
|
|
2022
Q4 | $1.57M | Buy |
18,197
+14,130
| +347% | +$1.22M | 0.24% | 86 |
|
|
2022
Q3 | $321K | Hold |
4,067
| – | – | 0.05% | 209 |
|
|
2022
Q2 | $347K | Buy |
+4,067
| New | +$347K | 0.06% | 207 |
|