PWM
Pinnacle Wealth Management’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-88,715
| Closed | -$5.26M | – | 52 |
|
|
2024
Q1 | $5.26M | Sell |
88,715
-530
| -0.6% | -$31.4K | 5.48% | 2 |
|
|
2023
Q4 | $5.49M | Buy |
89,245
+9,460
| +12% | +$582K | 6.28% | 3 |
|
|
2023
Q3 | $4.43M | Buy |
79,785
+5,350
| +7% | +$297K | 5.37% | 2 |
|
|
2023
Q2 | $4.73M | Buy |
+74,435
| New | +$4.73M | 4.77% | 4 |
|
|
2022
Q4 | $4.78M | Buy |
+77,565
| New | +$4.78M | 5.76% | 3 |
|