PWMG
Pioneer Wealth Management Group’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.96M | Buy |
8,273
+2,796
| +51% | +$663K | 0.73% | 20 |
|
|
2025
Q1 | $1.21M | Buy |
+5,477
| New | +$1.21M | 0.52% | 21 |
|
|
2024
Q3 | $1.44M | Sell |
6,052
-961
| -14% | -$228K | 0.68% | 21 |
|
|
2024
Q2 | $1.53M | Sell |
7,013
-636
| -8% | -$139K | 0.81% | 20 |
|
|
2024
Q1 | $1.75M | Sell |
7,649
-1,485
| -16% | -$339K | 1% | 19 |
|
|
2023
Q4 | $1.95M | Sell |
9,134
-6,898
| -43% | -$1.47M | 1.21% | 16 |
|
|
2023
Q3 | $3.03M | Sell |
16,032
-3,181
| -17% | -$601K | 2.31% | 13 |
|
|
2023
Q2 | $3.82M | Buy |
19,213
+2,241
| +13% | +$446K | 3.04% | 13 |
|
|
2023
Q1 | $3.22M | Buy |
16,972
+10
| +0.1% | +$1.9K | 2.86% | 12 |
|
|
2022
Q4 | $3.11M | Buy |
+16,962
| New | +$3.11M | 2.93% | 11 |
|