Pinnacle Wealth Planning Services’s Vanguard Large-Cap ETF VV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$473K Hold
1,659
0.06% 204
2025
Q1
$426K Buy
1,659
+113
+7% +$29K 0.06% 189
2024
Q4
$417K Buy
+1,546
New +$417K 0.06% 185