Pinnacle Wealth Management Group’s Vanguard Total Stock Market ETF VTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $677K | Buy |
2,228
+5
| +0.2% | +$1.52K | 0.39% | 49 |
|
|
2025
Q1 | $611K | Sell |
2,223
-88
| -4% | -$24.2K | 0.43% | 45 |
|
|
2024
Q4 | $670K | Buy |
2,311
+122
| +6% | +$35.4K | 0.42% | 48 |
|
|
2024
Q3 | $620K | Sell |
2,189
-30
| -1% | -$8.5K | 0.39% | 54 |
|
|
2024
Q2 | $594K | Buy |
2,219
+17
| +0.8% | +$4.55K | 0.4% | 46 |
|
|
2024
Q1 | $572K | Sell |
2,202
-212
| -9% | -$55.1K | 0.43% | 51 |
|
|
2023
Q4 | $573K | Buy |
2,414
+12
| +0.5% | +$2.85K | 0.47% | 49 |
|
|
2023
Q3 | $510K | Sell |
2,402
-28
| -1% | -$5.95K | 0.46% | 51 |
|
|
2023
Q2 | $535K | Buy |
2,430
+81
| +3% | +$17.8K | 0.47% | 46 |
|
|
2023
Q1 | $479K | Sell |
2,349
-294
| -11% | -$60K | 0.42% | 52 |
|
|
2022
Q4 | $505K | Buy |
2,643
+16
| +0.6% | +$3.06K | 0.45% | 51 |
|
|
2022
Q3 | $471K | Buy |
2,627
+178
| +7% | +$31.9K | 0.42% | 53 |
|
|
2022
Q2 | $462K | Buy |
2,449
+1,049
| +75% | +$198K | 0.39% | 57 |
|
|
2022
Q1 | $319K | Sell |
1,400
-102
| -7% | -$23.2K | 0.24% | 93 |
|
|
2021
Q4 | $363K | Sell |
1,502
-143
| -9% | -$34.6K | 0.27% | 83 |
|
|
2021
Q3 | $365K | Sell |
1,645
-40
| -2% | -$8.88K | 0.27% | 86 |
|
|
2021
Q2 | $375K | Buy |
+1,685
| New | +$375K | 0.27% | 93 |
|