PWMG
Pioneer Wealth Management Group’s Vanguard Value ETF VTV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.59M | Sell |
20,321
-1,696
| -8% | -$300K | 1.33% | 11 |
|
|
2025
Q1 | $3.8M | Buy |
+22,017
| New | +$3.8M | 1.64% | 10 |
|
|
2024
Q3 | $4.03M | Sell |
23,067
-884
| -4% | -$154K | 1.92% | 12 |
|
|
2024
Q2 | $3.84M | Sell |
23,951
-1,599
| -6% | -$256K | 2.04% | 14 |
|
|
2024
Q1 | $4.16M | Sell |
25,550
-2,928
| -10% | -$477K | 2.38% | 13 |
|
|
2023
Q4 | $4.26M | Sell |
28,478
-5,162
| -15% | -$772K | 2.65% | 11 |
|
|
2023
Q3 | $4.64M | Sell |
33,640
-2,315
| -6% | -$319K | 3.53% | 11 |
|
|
2023
Q2 | $5.11M | Buy |
35,955
+1,737
| +5% | +$247K | 4.06% | 9 |
|
|
2023
Q1 | $4.73M | Sell |
34,218
-657
| -2% | -$90.7K | 4.21% | 10 |
|
|
2022
Q4 | $4.9M | Buy |
+34,875
| New | +$4.9M | 4.61% | 9 |
|