Pinnacle Wealth Management Group’s Vanguard Total Stock Market ETF VTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $728K | Sell |
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|
2025
Q2 | $677K | Buy |
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|
2025
Q1 | $611K | Sell |
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|
2024
Q4 | $670K | Buy |
|
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|
2024
Q3 | $620K | Sell |
|
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|
2024
Q2 | $594K | Buy |
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|
2024
Q1 | $572K | Sell |
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|
2023
Q4 | $573K | Buy |
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|
2023
Q3 | $510K | Sell |
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|
2023
Q2 | $535K | Buy |
|
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|
2023
Q1 | $479K | Sell |
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|
2022
Q4 | $505K | Buy |
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|
2022
Q3 | $471K | Buy |
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|
2022
Q2 | $462K | Buy |
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|
2022
Q1 | $319K | Sell |
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|
2021
Q4 | $363K | Sell |
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|
2021
Q3 | $365K | Sell |
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|
2021
Q2 | $375K | Buy |
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