PWMG
Pinnacle Wealth Management Group’s Vanguard Short-Term Bond ETF BSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-5,079
| Closed | -$390K | – | 109 |
|
|
2022
Q2 | $390K | Sell |
5,079
-706
| -12% | -$54.2K | 0.33% | 70 |
|
|
2022
Q1 | $451K | Sell |
5,785
-1,245
| -18% | -$97.1K | 0.34% | 68 |
|
|
2021
Q4 | $568K | Sell |
7,030
-1,040
| -13% | -$84K | 0.42% | 58 |
|
|
2021
Q3 | $661K | Sell |
8,070
-2,540
| -24% | -$208K | 0.5% | 48 |
|
|
2021
Q2 | $872K | Buy |
+10,610
| New | +$872K | 0.64% | 40 |
|