PWMAG
Pinnacle Wealth Management Advisory Group’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-4,666
| Closed | -$224K | – | 313 |
|
|
2022
Q3 | $224K | Sell |
4,666
-207
| -4% | -$9.94K | 0.04% | 242 |
|
|
2022
Q2 | $244K | Sell |
4,873
-3,000
| -38% | -$150K | 0.04% | 253 |
|
|
2022
Q1 | $403K | Buy |
7,873
+218
| +3% | +$11.2K | 0.06% | 201 |
|
|
2021
Q4 | $393K | Hold |
7,655
| – | – | 0.06% | 199 |
|
|
2021
Q3 | $402K | Buy |
7,655
+500
| +7% | +$26.3K | 0.09% | 157 |
|
|
2021
Q2 | $375K | Hold |
7,155
| – | – | 0.09% | 162 |
|
|
2021
Q1 | $369K | Buy |
+7,155
| New | +$369K | 0.1% | 140 |
|
|
2019
Q3 | – | Sell |
-4,098
| Closed | -$202K | – | 187 |
|
|
2019
Q2 | $202K | Sell |
4,098
-1,839
| -31% | -$90.6K | 0.09% | 181 |
|
|
2019
Q1 | $289K | Sell |
5,937
-16,282
| -73% | -$793K | 0.13% | 144 |
|
|
2018
Q4 | $1.07M | Buy |
22,219
+3,456
| +18% | +$166K | 0.58% | 54 |
|
|
2018
Q3 | $908K | Buy |
18,763
+4,620
| +33% | +$224K | 0.45% | 68 |
|
|
2018
Q2 | $691K | Buy |
14,143
+5,291
| +60% | +$259K | 0.37% | 79 |
|
|
2018
Q1 | $433K | Buy |
8,852
+624
| +8% | +$30.5K | 0.25% | 95 |
|
|
2017
Q4 | $402K | Buy |
8,228
+353
| +4% | +$17.2K | 0.22% | 96 |
|
|
2017
Q3 | $389K | Buy |
7,875
+290
| +4% | +$14.3K | 0.23% | 101 |
|
|
2017
Q2 | $373K | Buy |
7,585
+2,700
| +55% | +$133K | 0.23% | 100 |
|
|
2017
Q1 | $242K | Buy |
+4,885
| New | +$242K | 0.17% | 116 |
|