PWMAG
Pinnacle Wealth Management Advisory Group’s Vanguard Extended Market ETF VXF Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.45M | Hold |
7,500
| – | – | 0.12% | 116 |
|
2025
Q1 | $1.29M | Hold |
7,500
| – | – | 0.12% | 118 |
|
2024
Q4 | $1.42M | Hold |
7,500
| – | – | 0.13% | 111 |
|
2024
Q3 | $1.36M | Hold |
7,500
| – | – | 0.13% | 110 |
|
2024
Q2 | $1.27M | Sell |
7,500
-7
| -0.1% | -$1.18K | 0.13% | 115 |
|
2024
Q1 | $1.32M | Buy |
7,507
+7
| +0.1% | +$1.23K | 0.14% | 112 |
|
2023
Q4 | $1.23M | Sell |
7,500
-500
| -6% | -$82.2K | 0.14% | 104 |
|
2023
Q3 | $1.15M | Hold |
8,000
| – | – | 0.15% | 104 |
|
2023
Q2 | $1.19M | Hold |
8,000
| – | – | 0.15% | 107 |
|
2023
Q1 | $1.12M | Hold |
8,000
| – | – | 0.15% | 108 |
|
2022
Q4 | $1.06M | Sell |
8,000
-768
| -9% | -$102K | 0.16% | 108 |
|
2022
Q3 | $1.12M | Hold |
8,768
| – | – | 0.19% | 97 |
|
2022
Q2 | $1.15M | Buy |
8,768
+18
| +0.2% | +$2.36K | 0.19% | 98 |
|
2022
Q1 | $1.45M | Hold |
8,750
| – | – | 0.21% | 100 |
|
2021
Q4 | $1.6M | Hold |
8,750
| – | – | 0.26% | 83 |
|
2021
Q3 | $1.6M | Hold |
8,750
| – | – | 0.37% | 73 |
|
2021
Q2 | $1.65M | Sell |
8,750
-30
| -0.3% | -$5.66K | 0.39% | 70 |
|
2021
Q1 | $1.55M | Sell |
8,780
-405
| -4% | -$71.6K | 0.44% | 62 |
|
2020
Q4 | $1.51M | Hold |
9,185
| – | – | 0.46% | 60 |
|
2020
Q3 | $1.19M | Hold |
9,185
| – | – | 0.41% | 65 |
|
2020
Q2 | $1.09M | Sell |
9,185
-175
| -2% | -$20.7K | 0.4% | 67 |
|
2020
Q1 | $847K | Sell |
9,360
-1,325
| -12% | -$120K | 0.41% | 61 |
|
2019
Q4 | $1.35M | Hold |
10,685
| – | – | 0.5% | 59 |
|
2019
Q3 | $1.24M | Buy |
10,685
+100
| +0.9% | +$11.6K | 0.52% | 61 |
|
2019
Q2 | $1.26M | Hold |
10,585
| – | – | 0.53% | 59 |
|
2019
Q1 | $1.22M | Hold |
10,585
| – | – | 0.55% | 59 |
|
2018
Q4 | $1.06M | Hold |
10,585
| – | – | 0.57% | 55 |
|
2018
Q3 | $1.3M | Buy |
+10,585
| New | +$1.3M | 0.64% | 47 |
|