PWPS
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Pinnacle Wealth Planning Services’s Vanguard Total World Stock ETF VT Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio VT Stock Details VT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$632K Hold
4,921
– – 0.08% 153
2025
Q1 		$571K Buy
4,921
+275
+6% +$31.9K 0.09% 143
2024
Q4 		$546K Buy
+4,646
New +$546K 0.08% 149