PWMG
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Pinnacle Wealth Management Group’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$7.81M Buy
168,448
+7,066
+4% +$327K 4.48% 2
2025
Q1
$7.47M Buy
161,382
+6,824
+4% +$316K 5.21% 3
2024
Q4
$7.01M Buy
154,558
+12,440
+9% +$564K 4.36% 3
2024
Q3
$6.71M Buy
+142,118
New +$6.71M 4.23% 3