PWMG
Pioneer Wealth Management Group’s Vanguard Total Stock Market ETF VTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $871K | Buy |
2,865
+86
| +3% | +$26.1K | 0.32% | 26 |
|
|
2025
Q1 | $764K | Buy |
+2,779
| New | +$764K | 0.33% | 25 |
|
|
2024
Q3 | $659K | Buy |
2,327
+700
| +43% | +$198K | 0.31% | 28 |
|
|
2024
Q2 | $435K | Buy |
1,627
+702
| +76% | +$188K | 0.23% | 31 |
|
|
2024
Q1 | $240K | Sell |
925
-79
| -8% | -$20.5K | 0.14% | 39 |
|
|
2023
Q4 | $238K | Buy |
+1,004
| New | +$238K | 0.15% | 34 |
|