PWPS
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Pinnacle Wealth Planning Services’s Vanguard Mid-Cap ETF VO Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio VO Stock Details VO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$667K Buy
2,384
+5
+0.2% +$1.4K 0.09% 144
2025
Q1 		$615K Buy
2,379
+63
+3% +$16.3K 0.09% 135
2024
Q4 		$612K Buy
+2,316
New +$612K 0.09% 132