Pinnacle Wealth Planning Services’s Vanguard S&P 500 ETF VOO Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio VOO Stock Details VOO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$707K	Buy
2025 Q2	$542K	Buy
2024 Q4	–	Sell
2024 Q3	$444K	Buy
2021 Q1	–	Sell
2020 Q4	$82K	Buy
2020 Q3	–	Sell
2020 Q2	$2.72M	Buy
2020 Q1	$1.62M	Buy