Pinnacle Wealth Management Group’s Vanguard Value ETF VTV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $202K | Buy |
+1,145
| New | +$202K | 0.12% | 116 |
|
|
2023
Q2 | – | Sell |
-1,828
| Closed | -$252K | – | 105 |
|
|
2023
Q1 | $252K | Hold |
1,828
| – | – | 0.22% | 86 |
|
|
2022
Q4 | $257K | Sell |
1,828
-434
| -19% | -$61K | 0.23% | 85 |
|
|
2022
Q3 | $279K | Sell |
2,262
-110
| -5% | -$13.6K | 0.25% | 83 |
|
|
2022
Q2 | $313K | Hold |
2,372
| – | – | 0.26% | 85 |
|
|
2022
Q1 | $351K | Hold |
2,372
| – | – | 0.26% | 89 |
|
|
2021
Q4 | $349K | Buy |
+2,372
| New | +$349K | 0.26% | 88 |
|