PWMG
Pioneer Wealth Management Group’s Vanguard Large-Cap ETF VV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.25M | Buy |
21,911
+8,451
| +63% | +$2.41M | 2.32% | 10 |
|
|
2025
Q1 | $3.46M | Buy |
+13,460
| New | +$3.46M | 1.49% | 12 |
|
|
2024
Q3 | $4.02M | Sell |
15,271
-1,102
| -7% | -$290K | 1.92% | 13 |
|
|
2024
Q2 | $4.09M | Sell |
16,373
-258
| -2% | -$64.4K | 2.17% | 13 |
|
|
2024
Q1 | $3.99M | Sell |
16,631
-6,510
| -28% | -$1.56M | 2.28% | 14 |
|
|
2023
Q4 | $5.05M | Sell |
23,141
-7,931
| -26% | -$1.73M | 3.14% | 9 |
|
|
2023
Q3 | $6.08M | Sell |
31,072
-4,364
| -12% | -$854K | 4.63% | 7 |
|
|
2023
Q2 | $7.18M | Buy |
35,436
+464
| +1% | +$94.1K | 5.71% | 6 |
|
|
2023
Q1 | $6.53M | Buy |
34,972
+1,515
| +5% | +$283K | 5.81% | 5 |
|
|
2022
Q4 | $5.83M | Buy |
+33,457
| New | +$5.83M | 5.49% | 7 |
|